# www.herondata.io > AI-optimized mirror of www.herondata.io containing 50 pages totalling 15,388 words of clean markdown content, structured data, and semantic HTML. Original source: https://www.herondata.io/. Last updated: 2026-05-17T20:44:28.558Z. Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG). ## Homepage - [How it works](/site-root.html): Heron's AI automates document intake, extraction, enrichment, and syncs structured data directly to your CRM or system of record. (776 words) ## Articles & Blog Posts - [terms-uk/index.html](/terms-uk/index.html) (1 words) - [customers/index.html](/customers/index.html) (1 words) - [1. SERVICES AND SUPPORT](/terms/index.html): Note: if you contracted or renewed a contract with us before October 2024, or if your agreement is with our UK entity Open Credit Ltd., please refer to the UK terms. (2,393 words) - [How It Works](/solutions/equipment-finance/index.html): Scale your equipment finance business with Heron's AI-enabled automated application intake, document parsing and pre-underwriting. (210 words) - [Pain Points](/broker-suite/index.html): Stop logging into funder portals all day. Heron automatically sends submissions via portals, email, or API—at scale. (327 words) - [Case Studies](/solutions/finance/index.html): Scale your lending, funding, or MCA business with Heron's AI-enabled automated application intake, scrubbing and bank statement parsing. (969 words) - [Submitting Deals to Funders Shouldn't Be A Bottleneck](/automate-portal-submissions/index.html): Stop logging into funder portals all day. Heron automatically sends submissions via portals, email, or API—at scale. (432 words) - [Case Studies](/solutions/insurance/index.html): Meta description (405 words) - [1. Scope of this Privacy Policy](/privacy-policy/index.html): This Privacy Policy describes how Open Credit Technologies Inc., dba as Heron Data (herein afterwards referred to as “Heron Data”) collects, uses and discloses information, and what choices you have with respect to the information (3,022 words) - [Who we are](/careers/index.html): Heron's AI automates document intake, extraction, enrichment, and syncs structured data directly to your CRM or system of record. (394 words) - [The Wrong Matches](/smart-lender-matching/index.html): Automatically match deals to the right lenders based on your criteria, SOPs, and restrictions. Eliminate guesswork and send every deal to the best fit. (457 words) - [You didn't lose on pricing. You lost on _speed._](/funders-forum-broker-expo/index.html) (345 words) - [Customer testimonials](/book-a-demo/index.html): See how Heron’s AI automates document intake, data extraction, and enrichment. Book a demo today and discover how to save time and eliminate manual work., We’re looking forward to learning more about your workflows and sharing how teams like yours use Heron to automate their document workflows.What to Expect: Introductions Your Current Process + Pain Points Heron Overview & Live Demo Q&A and Recommended Next Steps Learn more about us at herondata.io (322 words) - [Try It Yourself](/positions/index.html): Explore our platform (498 words) - [Overview and Security Statement](/security/index.html): Data Security and our customers’ privacy is a key component of Heron Data’s business model. Heron Data devotes significant resources to ensure that we meet all facets of multiple industry and regulatory best-practices for protecting the Confidentiality, Processing Integrity, Availability, and Privacy of customer data. (641 words) - [End-to-End Automation for Every Document Touchpoint](/platform/index.html): Move beyond manual entry. With Heron’s parsers, checks, and analytics modules, your team gets clean, validated data delivered directly to your CRM. (226 words) - [How The Nest Works](/nest/index.html): Heron's AI automates document intake, extraction, enrichment, and syncs structured data directly to your CRM or system of record. (158 words) - [Our Story](/about/index.html): Heron frees people from tedious work — the repetitive, mindless, soul-crushing work that makes you dread getting out of bed on a Monday. We do this by building an AI colleague you can give specific tasks to, and they will do them independently, or let you know they need your help. (228 words) - [Is this your Monday morning?](/automate-funder-decisions/index.html): Heron's AI automates document intake, extraction, enrichment, and syncs structured data directly to your CRM or system of record. (217 words) - [Capabilities](/product/index.html): AI-powered automation, purpose-built for your document-heavy workflows (282 words) - [What is a cookie?](/cookies/index.html): Open Credit Technologies Inc., dba as Heron Data (herein afterwards referred to as “Heron Data”) believes in transparency about collection and use of data. This policy provides information about how and when Heron Data uses cookies for these purposes. Capitalized terms used in this policy but not defined have the meaning set forth in our Privacy Policy, which also includes additional details about the collection and use of information at Heron Data. (601 words) - [4+](/case-studies/scaling-smart-aurenity-doubles-submission-capacity-and-reclaims-1-000-team-hours-with-heron.html): Discover how Aurenity leveraged Heron to automate insurance submission intake, doubling capacity and reclaiming 1,000+ team hours without adding headcount. (12 words) - [Main Article Title](/heron-demo-booked/index.html) (1 words) - [Streamlining ISO operations at Olympus](/case-studies/www-herondata-io-case-studies-streamline-iso-operations-fund-deals-faster.html): Olympus partnered with Heron to streamline its ISO operations and accelerate deal funding. By automating critical processes, Heron’s solution reduced manual workloads, improved efficiency, and enabled Olympus to fund more deals faster. This collaboration helped Olympus scale its operations while maintaining agility and reducing operational bottlenecks. (6 words) - [Third Parties](/subprocessors/index.html): To support delivery of our Services, Open Credit Technologies Inc., dba as Heron Data (herein afterwards referred to as “Heron Data”) may engage and use data processors with access to certain Service Data (each, a “Subprocessor”). This page provides important information about the identity, location and role of each Subprocessor. Terms used on this page but not defined have the meaning set forth in the applicable agreement between Customer and Heron Data (the “MSA”). (122 words) - [4x](/case-studies/scaling-pathpoint-inspection-reports/index.html): Pathpoint partnered with Heron to automate its manual inspection report review process, a critical but time-intensive task. Heron’s solution eliminated over 100 person-hours of manual work weekly, reduced operational costs, and improved accuracy in underwriting workflows. This collaboration allowed Pathpoint to scale its operations and focus on growth without increasing headcount. (9 words) - [Disclosure Policy](/disclosure/index.html): Data security is a top priority for Open Credit Technologies Inc., dba as Heron Data (herein afterwards referred to as “Heron Data”), and Heron Data believes that working with skilled security researchers can identify weaknesses in any technology. If you believe you’ve found a security vulnerability in Heron Data’s service, please notify us; we will work with you to resolve the issue promptly. (236 words) - [**83%**](/case-studies/rtmi/index.html): RTMI Capital was expanding into the U.S. small business lending market with a lean team — but manual bank statement analysis was creating a bottleneck that threatened their growth. With Heron, RTMI now processes underwriting decisions in minutes, saves 20–30 hours weekly, and has scaled deal volume significantly. (15 words) - [View More Definitions](/glossary/sla-breach/index.html): Learn what an SLA breach is and how it works. Explore why it's important and discover how Heron can help you with clean, structured data. (227 words) - [98%](/case-studies/onramp/index.html): See how Onramp automated its entire broker submission workflow with Heron — cutting pre-qualification time from 5 hours to under 3 minutes, auto-declining unqualified deals, and syncing every decision directly into Salesforce. Learn how automation scaled their eCommerce lending operations without adding headcount. (14 words) - [20 **seconds**](/case-studies/how-heron-enabled-3x-more-deals-for-lexington-capitals-broker-ops.html): Discover how Lexington Capital, a high-volume broker, cut processing time by 98% using Heron. Learn how they scaled application volume, eliminated manual review, and improved accuracy — all while delivering a better borrower and lender experience. (23 words) - [0 UAs hired](/case-studies/go-to-market-in-half-the-time-how-trivora-built-a-cyber-mga-using-heron.html): Trivora Insurance used Heron to automate submission intake, eliminate the need for UAs, and quote 12+ hours faster than competitors — going to market in record time without building middleware or buying a CRM. (17 words) - [**<2 minutes**](/case-studies/how-heron-helped-vox-funding-cut-submission-intake-time-by-85-and-free-32-people-from-data-entry.html): Discover how Vox Funding automated its manual intake process with Heron, cutting processing time by 85%, eliminating 30+ manual roles, accelerating intake — all without increasing headcount. See how Heron helped Vox scale smarter and serve more small businesses, faster. (10 words) - [41 **%**](/case-studies/funder-grows-volume-without-making-additional-hires.html): Levo Funding is a San Diego based Small Business Financing company with a team of industry veterans at the helm. Levo provides flexible funding options, streamlined application processes, and personalized support to businesses seeking capital (10 words) - [6-7x](/case-studies/how-clara-capital-scaled-iso-intake-6-7x-with-heron.html): See how Clara Capital scaled ISO intake 6–7x with Heron—redeploying staff to underwriting, cutting costs, and accelerating decisions. (12 words) - [80%](/case-studies/fortress-funding/index.html): Discover how Fortress Funding automated 80% of its deal processing by integrating Heron’s bank statement automation with LendSaaS—eliminating manual data entry and scaling underwriting capacity without adding staff. (16 words) - [**~98%**](/case-studies/big-think-capital/index.html): See how Big Think Capital cut offer-to-rep response time from 30+ minutes to under 60 seconds—processing 5,000 funder emails daily with Heron's automation. (29 words) - [4,000+](/case-studies/heron-data-automates-broker-desk-operations-for-tfs-financial.html): TFG Financial now automates over 4,000 lender decisions a month with Heron Data — eliminating manual data entry, speeding up approvals, and empowering brokers to focus on customers and growth. (9 words) - [99 **%**](/case-studies/from-10-minutes-to-10-seconds-enabling-constrafor-to-make-faster-decisions.html): Constrafor is a NYC-based SaaS and fintech platform who are reshaping the construction finance landscape. Purpose-built for construction, Constrafor offer Financing programs for their General Contractor and Subcontractor clients. (5 words) - [700](/case-studies/a-fast-growing-mca-financing-provider-funds-hundreds-more-deals-each-month-without-adding-staff-with-heron.html): Discover how a leading MCA eliminated manual data entry with Heron’s automation — cutting submission processing time by 98% and boosting throughput by 39% without adding staff. (17 words) - [View More Action Guides](/action-guides/classify-for-decision-emails/index.html): Explore our action guide on classify for decision emails. Discover how it works and how automation helps MCA brokers and funders move faster. (171 words) - [**75%**](/case-studies/automation-without-engineers-how-one-team-capital-cut-intake-time-by-75-with-heron.html): One Team Capital cut intake time by 75% with Heron — no engineers required. Discover how automation unlocked growth, scale, and late-night freedom. (21 words) - [Your Handy Guide to KYB Business Verification](/blog/kyb-business-verification/index.html): Read our in-depth guide to KYB business verification and learn what it includes and how to do it easily with automation tools like Heron. (3 words) - [Blog | Heron Data](/blog/index.html): Read more about us including exciting news, customer stories, key milestones, and more! (873 words) - [5 Best Loan Origination Software to Try in 2025](/blog/best-loan-origination-software/index.html): 5 Best Loan Origination Software to Try in 2025 [Review]: 1. Solifi 2. MeridianLink 3. Loan Pro 4. Finlux 5. TurnKey Lender (3 words) - [How AI Makes Loan Processing Faster and Better](/blog/loan-processing/index.html): Learn all about how AI makes loan processing faster and better, and see how Heron helps cut weeks off your approval processes. (3 words) - [Heron Data opens New York office](/blog/heron-data-opens-new-york-office/index.html): Heron has opened it’s US office! Johannes (CEO) and Dom (CTO) are now based out of New York full time. (3 words) - [See why companies choose Heron](/customer-testimonial-wall/index.html): Hear directly from Heron customers. Real quotes from lenders, underwriters, and brokers on how Heron powers their document workflows. (598 words) - [**3–4x**](/case-studies/upfunding/index.html): Upfunding set out to build a financing experience that's fast, clear, and simple for the Latino-owned businesses they serve. That meant rethinking underwriting from the ground up — removing unnecessary stages, eliminating manual data entry, and making sure every business owner gets a confident answer in under two hours. By integrating Heron into the Cloudsquare Platform, Upfunding turned that vision into reality: 3–4x more volume per underwriter, faster onboarding for new hires, and a two-hour SLA they now hit every month. (18 words) ## Resources - [Full Page Index](/index.html): Browse all cached pages with rich metadata - [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines - [XML Sitemap](/content/sitemap.xml): Machine-readable sitemap for crawler discovery - [Robots.txt](/content/robots.txt): Crawler directives