What Is a Source-of-Truth Sync?
A source-of-truth sync refers to the continuous updating of a central system with the freshest available information.
In MCA and small business lending, the CRM is often the source of truth for deal records, statuses, and applicant data. When documents or emails are scrubbed, the extracted data must be synced back so the CRM remains the single point of reference.
This sync typically occurs after scrubbing and write-back. Operators use it to prevent discrepancies that arise when teams rely on outdated or inconsistent records across inboxes, spreadsheets, and CRMs.
How Does a Source-of-Truth Sync Work?
Source-of-truth sync combines real-time updates with record reconciliation.
- Data parsing: Submissions are ingested and scrubbed for key values such as balances, NSFs, and completeness scores.
- Write-back mapping: Parsed outputs are mapped to specific CRM fields.
- Automated updates: The CRM record is refreshed with new data, overwriting stale or incomplete fields.
- Consistency checks: The system confirms that deal records match the latest scrubbed values.
In Heron, source-of-truth sync is built into the workflow.
- Automated intake: Emails, documents, or portal uploads feed into Heron.
- Scrubbing validation: Data is parsed, checked, and cleaned.
- Direct write-back: CRM records are updated with clean fields and statuses.
- Alignment assurance: The CRM stays in sync with the most accurate version of applicant data, preventing gaps across systems.
- Next action: Underwriters open CRM records and see the latest verified fields without needing to cross-check documents.
This makes the CRM a reliable source of truth across all teams.
Why Is a Source-of-Truth Sync Important?
For brokers and funders, source-of-truth sync is important because decisions depend on accuracy. If CRMs are out of sync, underwriters risk relying on outdated balances or missing risk signals. This can cause delays, rework, or poor funding decisions.
Heron makes this safeguard scalable by automatically syncing thousands of submissions per day. Teams reduce manual data entry, avoid versioning conflicts, and guarantee that all stakeholders are working from the same reliable record.
Common Use Cases
Source-of-truth sync is applied across intake, underwriting, and portfolio management.
- Keeping CRM records aligned with the latest parsed data from bank statements.
- Refreshing deal statuses automatically as packets move through workflows.
- Updating risk flags and completeness scores in real time.
- Reducing version-control issues across brokers, funders, and underwriters.
- Providing consistent data for reporting, dashboards, and portfolio analysis.
FAQs About Source-of-Truth Sync
How does Heron maintain source-of-truth sync?
Heron parses documents, validates data, and pushes updated fields into CRM records automatically. Every submission refreshes the system of record in real time.
Why is source-of-truth sync valuable in MCA workflows?
It ensures all teams are working from the most current, accurate data. This prevents rework, reduces errors, and speeds up deal flow.
What outputs should teams expect from source-of-truth sync?
Teams receive clean CRM records with refreshed fields, statuses, and notes. The CRM remains the single point of truth, eliminating confusion across systems.