Pain Points

Still stuck in this loop?

Half the team does data entry, not deals

3-5 minutes per portal, 50+ times a day

100+ funder offers buried in your inbox

Can't scale without adding headcount

### “Historically, we've just added more personnel offshore. 
Obviously, this isn't great for scale”

How it works

## From Submission 
to Closed Deal

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\n

Auto-Fill Funder Portals

Whether it requires API, email, or portal submissions.

[Learn more\n

Process Funder Offers

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

[Learn more\n

Result

Ready to join brokers already seeing real results?

Focus on what really matters — we do the dirty work so you don’t have to

$20K+

/month saved

Heron automates manual processes for a fraction of the cost of a manual data entry team

Never miss another offer in your inbox

30-min response time

3x volume same team output

"Rather than uploading decisions all day, my team can now focus on making sure the right applications get to the right lenders — and that we're getting approvals back faster for our customers"

— TFG Financial

Heron's Difference

## Brokers without Heron
vs. Brokers with Heron

Without Heron

hours

47 deals in queue

9:30 AM

Team manually copy-pastes key data from bank statements and application to CRM.

10:30 AM

Team manually checks broker and funder criteria to determine where to send out each deal.

11:00 AM

Team manually submits each deal through funder portals, APIs, and emails.

Waiting for funder responses

12:00 PM

Funder offers start coming in. 50+ emails pile up. Team manually updates approvals and declines in the CRM.

5:00 PM

Still entering data. Missed a few approvals.

With Heron

30 sec

47 deals in queue

9:05 AM

Deals are instantly scrubbed — revenue, positions, and key data points are extracted.

9:10 AM

Each deal is matched to a lender based on your criteria.

9:15 AM

Deals are sent based on each funder’s preferred submission method (portal, API, or email).

Waiting for funder responses

10:15 AM

Funder offers start coming in, and approvals and declines are instantly updated in the CRM.

5:00 PM

12 deals closed. No spreadsheets touched.