Challenges
Is this your Monday morning?
You have 100+ funder offers in your inbox/weekly
Manually copying + pasting data from emails to CRM
Team is doing data entry instead of closing deals
Growth limited by processing capacity
"Right now, half my job is to process these applications."
High Volume Broker
Heron's Difference
From Email to CRM in seconds
How Most Brokers Handle Funder Decisions Today:
Receive 5-10 offers per submission
Manually open each funder email
Copy the approval/decline data from the email
Paste the decision data into your CRM
Double-check for formatting or errors
Save changes
Notify your team the decision is updated
Repeat 50+ times daily
2-5 minutes per decision = 2 FTEs just for data entry
How Heron Automates Funder Offers Instantly:
Funder decisions arrive
Heron extracts approval/decline status automatically
CRM updates instantly in real-time with offer details
Your team is ready to make a decision
Your team has funder offers, ready for a decision in your CRM instantly
ROI Calculator
Join Brokers Already Saving — Calculate Your Savings with Heron
Scenario
You’re a broker with an inbox full of funder emails.
Each one has to be opened, checked, and typed into your CRM — costing you time and money.
What you're doing
Funder Offers Per Day
50 offers
Time Spent Per Offer, min
2 min
Hourly FTE Cost, $
$10
With Heron
2x
More decisions handled
217
in annual time savings
$2,167
In annual cost savings