Submitting Deals to Funders Shouldn't Be A Bottleneck

Portal fatigue

Log in, fill 30 fields, upload docs, repeat—for every funder, every deal

Email juggling

BCCs, attachments, formatting—easy to miss one

API maintenance

Technical integrations that break when funders update

Time drain

6 min/portal × 3 portals × 50 deals = 15 hours/day on submissions alone

"We do this on 50 submissions a day, 2-3 portals each. It adds up fast."

— Lexington Capital

Solution

One Workflow. Every Submission Method.

Forward your deal to Heron. We send it to funders however they accept applications.

Portal

  1. Heron logs in, fills forms, uploads docs
  2. Instant status returned

API

  1. Direct integration—fastest path to funder
  2. We maintain the connection
  3. No code for you to manage

Email

  1. Heron composes and sends with correct attachments
  2. Works with any funder
  3. Sent automatically after match

How it works

### From Submission 
to Closed Deal

Submission Arrives

Scrub Bank Statements

Revenue, positions, NSFs, fraud flags—extracted in seconds.

Smart Lender Matching

Matches deals to lenders based on your specific criteria and SOP.

[Learn more\

Auto-Fill Funder Portals

Whether it requires API, email, or portal submissions.

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Process Funder Offers

Reads emails, extracts details and syncs approvals/declines straight to your CRM in seconds

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Deal Funded

Customer testimonials

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.

Matthew Sapnar

President and Co-Founder, One Team Capital

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.

Brian Mullins

Chief Technology Officer (CTO)

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.

Doug Christison

CEO at Olympus Lending

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.