How It Works
Clean Up Your Submissions Inbox
Capabilities
From Submission Received to Your LOS in Minutes
1
Receive
Send full applications and any supporting documents to us live via email forwarding, API, or bulk upload.
1
Classify
Automatically organize and rename files into relevant document types without manual effort.
1
Parse & Validate
Extract key fields into your underwriting format while detecting and flagging fraudulent documents.
1
Enrich
Enhance your data with machine learning or third-party sources to categorize bank transactions, identify critical business details, generate cash-based financial statements, debt summaries and more!
1
Evaluate
Check applications against your policies, enabling auto-declines, automated policy checks, or requests for additional information.
1
Sync
Seamlessly populate new records into your CRM or Loan Origination System (LOS) without revisiting your submissions inbox.
Document types
Automatically Classify, Analyze and Extract Data from 50+ Document Types
- Credit Applications
- Vendor Invoices
- Bank Statements
- Financial Statements
- Tax Returns
- Titles
Integrations
Heron Integrates Directly With Your CRM or Loan Origination System
Salesforce
Leasepath
Northteq
Full Skope
Secure and Trusted
Independent, Enterprise-Grade Software You Can Trust
- Independent: Not affiliated with one of your competitors
- Secure: SOC2, GDPR, CCA compliant
- Robust: Parsing over 100,000 documents every day
- Trusted: by over 130 financial and professional services firms