What Is a Deal Notes Auto-Write?
A Deal notes auto-write refers to an automation feature where structured data and flags from submissions are written into the notes or comments section of a deal record.
In MCA and small business lending, this ensures that underwriters can see the highlights of an applicant’s financial health, such as overdraft frequency, NSF counts, or missing documents, without reviewing raw packets.
This feature is typically applied after scrubbing is complete and results have been validated. Operators and underwriters use it to standardize recordkeeping, reduce manual typing, and make sure important insights are not overlooked.
How Does Deal Notes Auto-Write Work?
Auto-writing deal notes combines data parsing with CRM integration.
- Data extraction: Submissions are scrubbed, and key findings are pulled out, such as ADB, overdraft frequency, or fraud flags.
- Formatting logic: The findings are compiled into a structured note format that is consistent across all deals.
- CRM integration: Notes are automatically written into the deal’s record within the CRM.
- Review visibility: Underwriters and operators can access these notes instantly, without reopening source files.
In Heron, deal notes auto-write is built into the scrubbing and write-back workflow.
- Automated parsing: Bank statements, decision emails, and IDs are scrubbed for important data.
- Highlighting key findings: Heron identifies metrics like NSFs, negative-day counts, and completeness scores.
- Structured outputs: These findings are compiled into deal notes written directly into the CRM.
- Next action: Underwriters open the deal record and immediately see the notes, reducing time spent searching or typing.
This eliminates repetitive work while making sure every deal is documented consistently.
Why Is Deal Notes Auto-Write Important?
For brokers and funders, deal notes auto-write is important because it reduces manual effort and prevents information gaps. Without it, operators must spend extra time typing summaries, and underwriters risk missing key context.
Heron makes this process seamless by embedding auto-write into its core workflow. This improves speed, reduces errors, and gives underwriting teams confidence that all critical signals are captured.
Common Use Cases
Deal notes auto-write is widely applied in intake and underwriting workflows.
- Writing NSF counts, overdraft frequency, and balance trends into deal notes.
- Highlighting fraud or tampering flags in CRM records.
- Summarizing eligibility checklist results directly within a deal.
- Providing underwriters with a quick-glance summary without opening raw statements.
- Standardizing deal note content across teams and brokers.
FAQs About Deal Notes Auto-Write
How does Heron automate deal notes?
Heron compiles scrubbed findings into a structured format and writes them into the deal record within the CRM, so underwriters have immediate visibility.
Why are deal notes auto-write valuable for brokers and funders?
They save time, reduce errors, and make sure every deal is consistently documented with the most relevant findings and flags.
What outputs should teams expect from deal notes auto-write?
Teams receive clean, structured notes within CRM records, covering financial metrics, risk indicators, and eligibility results for each deal.