What Is Funder Decision Intake?
Funder decision intake refers to the automation of reading, classifying, and updating deal records based on decision emails. In MCA and small business lending, brokers receive hundreds of decisions each week in their inboxes, often with key details buried in attachments or email text.
Funder decision intake typically appears when brokers need to keep CRM records current but cannot rely on manual data entry. Operators use it to update deal statuses, capture offer details, and trigger stip requests without missing emails or delaying deals.
How Does Funder Decision Intake Work?
At a general level, funder decision intake follows a clear pattern.
- Input: A funder sends an approval, decline, or conditional offer via email.
- Core action: The decision content is reviewed, and key terms are identified.
- Output: Deal records are updated with status and conditions.
- Follow-on: Approved deals advance toward funding, declined deals close out, and conditional deals prompt new requests.
In Heron’s workflow, this process is automated end-to-end.
- Intake: Decision emails arrive in shared inboxes and flow directly into Heron.
- Scrub/Checks: Heron parses the outcome type (approved, declined, conditional) and scrubs for key fields such as offer amount, repayment terms, and stipulations.
- Write-Back: Structured data like status, decision date, and funding amount are written back to the CRM.
- Next Action: Approved deals route to funding, declined deals close, and conditional offers trigger stip requests or task creation.
Heron makes sure brokers do not have to open each decision email, copy terms, and update statuses manually.
Why Is Funder Decision Intake Important?
Decision intake is vital for speed and accuracy. Deals move faster because updates are logged instantly in the CRM. Errors are reduced because parsing happens consistently without human miskeying.
It also helps brokers scale. Even when hundreds of decision emails arrive on the same day, the system captures each one, writes back results, and routes deals without needing extra staff.
For brokers and funders, funder decision intake reduces manual copying and improves turnaround time.
Common Use Cases
Funder decision intake is used daily in MCA operations.
- Converting approval emails into CRM deal updates with amount, term, and conditions.
- Logging declined deals automatically so brokers can move on quickly.
- Capturing conditional decisions and creating tasks to request missing stipulations.
- Updating renewal opportunities by pulling decision outcomes directly from funders.
- Keeping every decision email tied to the right deal record in the CRM.
FAQs About Funder Decision Intake
How does funder decision intake reduce manual work for brokers and funders?
Heron eliminates the need to open each decision email and type results into the CRM. Decisions are parsed automatically, statuses are updated instantly, and next steps are triggered without manual effort.
Where in the Heron workflow does funder decision intake happen?
Funder decision intake occurs after submissions have been reviewed by funders. It sits at the intake stage for incoming decision emails, flows through scrubbing and parsing, then writes structured results back into the CRM for the next action.
What outputs should teams expect from funder decision intake?
Teams receive structured updates such as decision status, offer amount, repayment term, decision date, and stip requirements. These outputs keep deal records current and underwriting teams focused only on what needs attention.