# 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

[Read customer story](/content/case-studies/from-10-minutes-to-10-seconds-enabling-constrafor-to-make-faster-decisions/index.html)

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

[Read customer story](/content/case-studies/funder-grows-volume-without-making-additional-hires/index.html)

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### Optimizing ISO Operations: How Heron Helps Olympus Fund More Deals, Faster

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[Read customer story](/content/case-studies/www-herondata-io-case-studies-streamline-iso-operations-fund-deals-faster/index.html)

“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

[Read customer story](/content/case-studies/how-heron-helped-vox-funding-cut-submission-intake-time-by-85-and-free-32-people-from-data-entry/index.html)

“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

[Read customer story](/content/case-studies/automation-without-engineers-how-one-team-capital-cut-intake-time-by-75-with-heron/index.html)

### 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

[Read customer story](/content/case-studies/how-clara-capital-scaled-iso-intake-6-7x-with-heron/index.html)

### 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

[Read customer story](/content/case-studies/a-fast-growing-mca-financing-provider-funds-hundreds-more-deals-each-month----without-adding-staff-with-heron/index.html)

“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

[Read customer story](/content/case-studies/fortress-funding/index.html)

“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

[Read customer story](/content/case-studies/heron-data-automates-broker-desk-operations-for-tfs-financial/index.html)

“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

[Read customer story](/content/case-studies/onramp/index.html)

“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

[Read customer story](/content/case-studies/big-think-capital/index.html)

“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

[Read customer story](/content/case-studies/rtmi/index.html)

"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**

[Read customer story](/content/case-studies/upfunding/index.html)

—  
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

[Read customer story](/content/case-studies/how-heron-enabled-3x-more-deals-for-lexington-capitals-broker-ops/index.html)

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## How It Works

### No More Messy Submission Inbox

### From Email to CRM in Minutes

1.  **Receive**  
   Send us any case file or document via email forwarding, API, or bulk upload.

2.  **Classify**  
   Automatically organize files into relevant document types without manual effort

3.  **Parse & Validate**  
   Extract key fields into your underwriting format while detecting and flagging fraudulent documents

4.  **Enrich**  
   Enhance your data with machine learning or third-party sources to validate business details, pull credit scores, categorize bank transactions, identify fraud and more!

5.  **Evaluate**  
   Check applications against your policies, enabling auto-declines, automated policy checks, or requests for additional information.

6.  **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

## 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