"The biggest bottleneck in our business isn't getting deals—it's matching them correctly and quickly to the right lenders."
From Declined Deal to Funded Merchant
Learn how Smart Lender Matching processes your deals in real-time
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Deal Drops In
All submission and documents are scrubbed and processed, then synced to your CRM.
Smart Analysis
Check against your lenders' criteria including credit tiers, state restrictions, industry prohibitions, bank types
Intelligent Selection
Pick best 4 based on funder criteria, and submits via lender’s chosen method (portal, emails, or API)
What our customers say...
We’re adding more every day - if you handle a large volume of documents, ask us how we can help.
We want this information on every deal...Heron is positioned at the top of our funnel because it’s handling the most important data.
We used to be online at 10 p.m. and work until 1 a.m. just entering applications. With Heron, we’re finally out from behind the keyboard — we’re meeting partners, traveling, growing the business. That just wasn’t possible before.
Heron saves a ton of time for our adjusters. These are highly analytical people, you want them using their brain for adjudication, not thinking about manually copying information.
“Two weeks after turning on Heron, our 25-person offshore data entry team went to zero. We moved 7 of our 10 in-house folks into underwriting or pre-underwriting roles. That kind of time savings is invaluable.
The OCR piece is obviously valuable, but everybody does that. What made us choose Heron was its ability to plug directly into our intake workflow, automate submission processing, and integrate deeply with our underwriting system.
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We’re more consolidated and organised in the underwriting space now. And candidly — we’re funding more deals.
If we got a straight-through application... we could get a quote out the door in five minutes. Before, it was 24 hours.
Heron is quite easily number one in importance for our tech stack...Realistically, you are not going to be able to put together an educated view of someone’s account if you’re only doing open banking-based underwriting.