What Is a One-Click Resubmission?
A one-click resubmission refers to the simple action that lets brokers resend missing or corrected documents without recreating an entire packet from scratch.
In MCA and small business lending, this often applies when a submission is flagged as incomplete or out of compliance and needs fixes before underwriting can proceed.
This step typically appears right after missing-doc requests or return-to-broker emails. Operators rely on it to avoid wasted time rebuilding submissions and to keep deals moving forward smoothly.
How Does a One-Click Resubmission Work?
One-click resubmission combines clear broker communication with simple system entry points.
- Triggering need: A broker receives a missing-doc or return-to-broker message.
- Correction: The broker gathers the missing or corrected documents.
- Simple resubmit: Instead of recreating the entire packet, the broker uses a single action (forward, upload, or click) to resend only what is needed.
- Queue update: The resubmitted packet rejoins the pipeline for scrubbing and review.
In Heron, one-click resubmission is built to minimize broker effort.
- Automated detection: Submissions with gaps are flagged during scrubbing.
- Template messaging: Brokers receive clear missing-info emails with one-click resubmission instructions.
- Frictionless upload: Corrected pages or files are forwarded or uploaded without rebuilding the full packet.
- Next action: Heron ingests the new material, merges it into the existing record, and updates CRM fields automatically.
This keeps both brokers and funders aligned while preventing duplicate work.
Why Is a One-Click Resubmission Important?
For brokers and funders, one-click resubmission is important because every extra step in resending documents slows deal flow. Without it, brokers often resend entire packets or rebuild submissions, which clogs queues and frustrates operators.
Heron makes resubmission efficient by combining automated detection with simple re-entry. This means brokers can quickly correct errors, and funders can resume underwriting without interruptions.
Common Use Cases
One-click resubmission is frequently used in high-volume intake workflows.
- Allowing brokers to resend a missing bank statement page with one action.
- Uploading corrected IDs without rebuilding the entire application packet.
- Resubmitting corrected decision email attachments flagged during scrub.
- Quickly replacing stale documents with updated versions.
- Keeping queues clean by merging resubmits into existing records instead of duplicates.
FAQs About One-Click Resubmission
How does Heron support one-click resubmission?
Heron provides brokers with missing-doc templates and simple instructions so they can resend corrected documents by forwarding or uploading without extra steps.
Why is one-click resubmission valuable for MCA brokers and funders?
It reduces delays, lowers queue clutter, and speeds up underwriting by making it easy for brokers to fix mistakes immediately.
What outputs should teams expect from one-click resubmission?
Teams see corrected packets automatically merged into existing CRM records, with completeness scores updated and no duplicate submissions created.