## How It Works

### Clean Up Your Submissions Inbox

[Book a demo](https://calendly.com/d/dkg-bn4-9rc/product-demo)

### 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