What Is Secure File Link Intake?
Secure file link intake refers to using a protected upload or link-sharing channel to transmit documents into the deal workflow. In MCA and small business lending, brokers often encounter limits on attachment size or restrictions from email providers, which can block critical submissions.
With a secure file link, brokers upload documents to a trusted location, and underwriters or systems retrieve them safely. Operators use this approach to maintain efficiency without sacrificing security or compliance.
How Does Secure File Link Intake Work?
The process combines link-based delivery with secure handling of files.
- Link generation: A unique upload or share link is created and provided to the broker or ISO.
- File submission: The broker uploads statements, IDs, or other documents to the secure link.
- Access control: Permissions restrict who can download or process the files.
- Workflow integration: Documents are retrieved from the link and entered into the intake system.
In Heron, secure file link intake integrates directly with the automation workflow.
- Broker option: Brokers forward submissions as links instead of attachments when needed.
- Automated capture: Heron ingests the files from the secure link just like email attachments.
- Classification and scrubbing: Uploaded files are identified, scrubbed for completeness and accuracy, and mapped into structured fields.
- Next action: Clean data is written back to the CRM, and underwriting-ready records are generated.
This flexibility makes sure submissions move forward even when attachments fail.
Why Is Secure File Link Intake Important?
For brokers and funders, secure file link intake is important because blocked or oversized attachments can delay deals. Missing documents stall underwriting, frustrate brokers, and increase abandonment rates.
Heron solves this by accepting files from secure links, which gives brokers another channel to deliver complete packets without breaking the workflow. This reduces friction and keeps pipelines moving smoothly.
Common Use Cases
Secure file link intake is commonly applied in high-volume lending operations.
- Accepting large multi-page bank statements that exceed email attachment limits.
- Providing brokers with a fallback when email providers block sensitive documents.
- Reducing abandonment risk when submissions cannot be sent as attachments.
- Maintaining secure handling of sensitive files like IDs or tax returns.
- Supporting hybrid intake channels alongside email and portal submissions.
FAQs About Secure File Link Intake
How does Heron handle secure file link intake?
Heron treats files from secure links the same as attachments. Once ingested, the documents are classified, scrubbed, and mapped into CRM fields automatically.
Why is secure file link intake valuable for MCA brokers and funders?
It prevents deals from stalling when attachments cannot be delivered, offering brokers a flexible and secure way to send complete packets.
What outputs should teams expect from secure file link intake?
Teams receive the same structured fields, completeness checks, and underwriting-ready records as they would from email or portal intake.