Heron's new Background Check screens the owner and business — powered by CLEAR, courts and Secretary of State — automatically, before the offer. Clean pass / review / decline in under a minute, not a 40-page report.
Because it's slow, the check happens after the broker has sold the offer. When a felony or a $250k judgment surfaces, you're clawing back an offer, and burning the broker who sent it.
Runs the moment a deal clears cashflow. No new tool, no new login.
Finds the right owner (97%) and business (85%), with a full search trail.
CLEAR, courts, Secretary of State and sanctions records become clean, deduplicated signals.
Your rules run against the signals, each linked to its evidence.
Kill only the black-and-white; flag the gray for a human. You set the rules — decline on a non-dismissed felony, a judgment over $250k, or an MCA judgment. Flag an unreported officer for your underwriter.
A 15-minute walkthrough on your own deals.
Run the check automatically before the offer and you stop sending offers that get pulled later. That's the core of a 5-minute offer that holds up 95% of the time.
Heron clears the check in under a minute. Anything that passes your policy needs no human review, so the offer still goes out fast.
Around 1 in 5 cashflow-passed deals die at the background stage. Catch them before the offer, not after the broker has sold it, and keep the relationships that send you the next deal.
The whole report on both the owner and company, deduplicated into one clean view. One vendor instead of four, at a fraction of a manual report, with no multi-year contract.
Owner and business, screened and decisioned inside your workflow.
Screen the applicant and the entity in a single run.
Records from our data sources — including Thomson Reuters CLEAR, courts and Secretary of State — deduplicated into one clear read. All the substance, without the 40-page slog.
Every finding in one clean, navigable view. All the detail, none of the scrolling.
By hand, that's logging in, copying names and SSNs, and clicking through 20+ near-matches to pick the right person. Heron automates the search, and gets it right.
Triangulated across SSN, DOB, name and address, with a search trail. Funders regularly find the file their own search couldn't.
Nothing's hidden. Every signal links to the underlying record, all in one clean view your team can navigate in seconds.
The same records, run before the offer instead of after.
| What matters | With Heron | By hand today |
|---|---|---|
| Time per deal | ✓Clean signals in under a minute | ✗10–15 minutes reading a report |
| When it runs | ✓Before the offer, automatically | ✗After the offer is already out |
| Broker impact | ✓Offers that stick | ✗Clawed-back offers, eroded trust |
| Output | ✓Synthesized owner + business signals | ✗Raw 40-page PDF to read |
| Finding the right subject | ✓Triangulated match + search trail | ✗Wrong-person matches; records missed on a second report |
| Cost | ✓A fraction of a manual report, at scale | ✗Full per-report price + underwriter time |
| Contract | ✓No multi-year contract to negotiate | ✗Locked into a vendor contract, often paying twice |
| Workflow | ✓In your flow, synced to your CRM | ✗A separate tool and login |
If we got a straight-through application, we could get an offer out the door in five minutes. Before, it was hours.
We're more consolidated and organised in the underwriting space now. And candidly — we're funding more deals.
Two weeks after turning on Heron, our 25-person offshore data-entry team went to zero.
Not affiliated with any competitor. Your data stays yours.
SOC 2 compliant, GDPR & CCPA aligned, encrypted end to end.
Every data point names its source.
Processing over 100,000 documents a day for 200+ firms.
A 15-minute walkthrough of the signals, the policy engine, and the workflow.
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