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Heron Platform

From submission to offer in minutes.

Heron reads the whole business behind every submission, not just the documents, and delivers deals to the systems you already use.

Messy submissions flow into Heron and out to Salesforce, HubSpot, Zoho and other systems

Trusted by 200+ funders, brokers, and fintechs.

Powering underwriting for MCA, revenue-based financing, term loans, lines of credit, and SBA deals.

01 · How a deal moves

Give us the chaos. We give you decision-ready deals.

Heron handles the full process from application to offer and delivers decision-ready deals to your CRM. Whether you’re processing ten subs a day or a thousand, Heron scales with you.

Emails come in as usual

Subs arrive just like they do now: forwarded emails, API, Portal, however you get your existing intake. No behavior change for your brokers, no new portal for your team.

Email inbox with four funding applications waiting
Heron scrubs & enriches the deal

Heron scrubs bank statements and applications, predicts industry, and automatically enriches every deal with Secretary of State records, court filings, web presence, and business identity checks. Red flags surface early, giving you a clearer picture of the business before underwriting begins.

Six background checks with their pass, fail and review verdicts
Your rules, your systems

Heron declines junk and delivers decision-ready deals to the systems your team uses.

Underwriting policy rule sending deals over $50,000 monthly revenue to RapidCap
Fund more of the right deals

The best deals rise to the top, so underwriters spot them fast and make the call. Offers go out in minutes, brokers stay engaged, and the same team clears more volume without adding headcount.

A pyramid of scored applications with the strongest deals at the top
Our team makes sure everything works

Heron engineers work hands-on to design workflows and make sure they perform. Even if your system is held together with duct tape and Excel macros.

Status page showing all systems operational
02 · What Heron Offers
End-to-End Automation for Every Document Touchpoint
Heron handles the entire lifecycle — from intake and extraction to enrichment, validation, and downstream delivery — so your team can move faster with fewer errors.
Intake - Receive & Classify
Heron Intake inbox with incoming files classified by document type
Ingest documents from any source, automatically organized. Email, portals, APIs — Heron Intake captures and classifies incoming files by type, eliminating manual triage.
Parsers – Extract & Validate
Parsed document with extracted fields highlighted
Heron runs deep identity and risk checks using CLEAR, Experian, Secretary of State, courts, liens, credit bureau, and more. You know exactly who you're funding before the money moves.
Enrichers – Normalize & Augment
Enriched application list with approval status and amounts
Automatically enrich parsed data with third-party and internal sources — normalize vehicle data, assign NAICS codes, or add licensing and financial metadata.
Checks – Validations on SOPs
Underwriting policy rule builder
Apply business rules to flag inconsistencies in data, filter based on your policies or non-compliant entries — reducing rework and risk downstream.
Analytics – Data That Matters
Application cards showing decision, factor and holdback metrics
Heron pulls out the operational and financial metrics buried inside documents — premiums, loss ratios, utilization rates, exposures, and more — ready to power underwriting, lending, and risk decisions.
Relay – Sync to Systems
Cluster of CRM and banking system logos Heron syncs to
Set your policies once, and Heron can auto-decision every deal against them, syncing the outcome straight into your CRM. No new dashboard, no re-keying.
03 · The Results
Send better offers. Fund more deals. Spend less time.
Heron mark rendered as a field of coloured blocks

~50% less underwriting time

No double-keying, less cross-referencing. £8–10M projected premium increase over the first 12 months once all lines run through Heron.

Rachel Oldroyd

Operations Director, NBS

3–4x more volume per underwriter

98% faster deal flow

Deals are won and lost in minutes. Don’t waste another one.