Case Studies
Driving Business Outcomes for Funders, Lenders and More
From 10 minutes to 10 seconds: enabling Constrafor to make faster decisions
99 %
decrease in credit review time
Traditionally, we would have to manually review financial documents to build tables evaluating risk and the creditworthiness of subcontractors. Heron analyzes all of those historical records and evaluates fraud risk automatically within 5 seconds. Literally like 5 seconds.
—
Alay Mehta
Director of Operations
Levo Funding grows volume without making additional hires
41 %
decrease in processing time
~$ 40 k
in annual cost savings
—
Optimizing ISO Operations: How Heron Helps Olympus Fund More Deals, Faster
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“Heron has helped us get some auto declines out quicker — which ISOs appreciate — but also helps our team get offers back out faster and candidly fund more deals.”
—
CEO at Olympus Lending
How Heron helped Vox Funding cut submission intake time by 85% and free 32+ people from data entry
<2 minutes
from inbox to CRM
32 +
manual roles eliminated or repurposed
“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)
Automation Without Engineers: How One Team Capital Cut Intake Time by 75% with Heron
75%
reduction in intake time - from 11 minutes to 2.5 minutes per file
0
FTE Engineers required - implemented with Heron's support
How Clara Capital Scaled ISO Intake 6–7x with Heron — and Turned Submission Analysts Into Underwriters
6-7x
increase in applications handled
5+
team members redeployed from data entry to underwriting
A Fast Growing MCA Financing Provider Funds Hundreds More Deals Each Month — Without Adding Staff with Heron
700
more applications processed a month
98%
reduction in processing time per application - from 15 minutes to seconds
“Heron freed my team from repetitive work and let us focus on deals that actually close. That’s priceless.”
—
COO & Co-Founder, MCA
Fortress Funding Cuts Deal Processing Time by 80% with Heron’s Integration into LendSaaS
80%
reduction in deal processing time
100%
seamless workflow from Email -> Heron -> LendSaaS -> Underwriting
“The automation is the most valuable part. Heron takes files from our submissions email, breaks them down, and sends them straight into LendSaaS—what used to take hours now takes minutes.”
—
Stephanie Cernuto
Executive Assistant
Heron Data Automates Broker Desk Operations for TFS Financial
4,000+
decisions automated each month
2 FTEs
workload saved every month
“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.”
—
Sydney Stewart
Manager of Broker Desk at TFS
Onramp Achieves 98% Faster Deal Flow — From 5 Hours to 3 Minutes with Heron
98%
faster deal qualification (5 hours -> 3 minutes)
100%
automation of pre-quals and declines via Salesforce
“Heron took a five-hour manual process and turned it into a three-minute workflow. It completely changed how fast we can move.”
—
Jeff Ross
Head of Partnerships
Big Think Capital Cuts Offer Processing Time by 98% — And Wins Deals Faster with Heron
~98%
reduction in time from offer arrival to rep response (30+ minutes → under a minute)
Zero
pitch delay — Reps can pitch a deal as soon as funders respond, no waiting
“The first broker to get the best approval is the one that’s going to win the deal.”
—
Chris Forsberg
VP of Operations at Big Think Capital
RTMI Capital Cuts Underwriting Time by 83% While Scaling U.S. Operations with Heron
83%
faster underwriting decisions (29 min → 5–10 min)
20-30 hours
saved weekly on data intake
"It gives us the peace of mind to know that we can stay ahead of the pipeline and make credit decisions that used to take hours and days — in potentially minutes."
—
Itay Danziger
Head of U.S. Operations
Upfunding Scales 3–4x and Accelerates Underwriter Onboarding with Heron + Cloudsquare
3–4x
more applications processed per underwriter without adding headcount
40%
of non-viable deals routed out automatically in under a minute
—
Juan Alvarez
Head of Operations, Upfunding
How Heron Enabled 3x More Deals for Lexington Capital’s Broker Ops
20 seconds
end-to-end file analysis, fully automated. Down from 30 minutes — a 98% time savings.
3x
increase in daily volume with the same team
How It Works
No More Messy Submission Inbox
From Email to CRM in Minutes
Receive
Send us any case file or document via email forwarding, API, or bulk upload.Classify
Automatically organize files into relevant document types without manual effortParse & Validate
Extract key fields into your underwriting format while detecting and flagging fraudulent documentsEnrich
Enhance your data with machine learning or third-party sources to validate business details, pull credit scores, categorize bank transactions, identify fraud and more!Evaluate
Check applications against your policies, enabling auto-declines, automated policy checks, or requests for additional information.Sync
Seamlessly populate new records into your case management system (CMS) without having to open your inbox or review any files.
Integrate Directly With Your CRM or LMS
-
Salesforce
Zoho
Cloudsquare
Tasksuite
LendSaaS
OrgMeter
Centrex
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Independent, Enterprise-Grade Software You Can Trust
Independent
Not affiliated with one of your competitorsSecure
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Parsing over 100,000 documents every dayTrusted
by over 130 financial and professional services firms