Use Cases
- Merchant Cash AdvanceGet from application to decision in < 5 minutes with ISO application scrubbing & bank statement parsing
- Revenue Based FinancingUse Heron to automate giving working capital loans to your e-commerce or SaaS customers
- Commercial InsuranceHeron helps MGAs and Carriers automate their submission & claim intake processes for commercial lines
- Equipment FinancingIngest applications, check for complete document set, parse documents (application forms, bank statements, financial statements) and return structured data and financial ratios for underwriting
- Traditional Term LoansProvide longer-term, secured credit products like SBA loans using our products
- Commercial LitigationOrganize case file correspondence by automatically ingesting email & pdf attachments (contract, repayment history), extract key info & create a case file in CRM
Products
- ISO App ScrubbingParse and classify ISO applications directly from your submissions inbox into your CRM, kick out hard declines, and auto-reply to brokers
- Submissions Intake for Commercial LinesAutomate the intake process for broker submissions using our in-house GenAI models
- Parse PDF Bank StatementsExtract bank transaction and bank account details from bank statements PDFs without any delays from having a human-in-the-loop
- Direct Plaid IntegrationConnect your customer’s bank accounts directly to Heron to get a continuous live stream of their transaction data
- Parse Financial StatementsParse Income Statements, Balance Sheets and Tax Returns and return structured data and financial ratios for underwriting
- Case File CorrespondenceAutomate intake of case file correspondence via email
Developers
- API TutorialSee step-by-step instructions for interacting with our API
- API Reference DocsSee detailed information about our API endpoints
- Heron Status PageCheck the live health of all of our systems
Customer Login

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ISO App Scrubbing

Heron helps you organize submissions in less than one minute so that you can focus on the files that matter. Get an ISO email packet from your submissions inbox into your CRM (we can extract key fields from 96% of applications), kick out hard declines and auto-reply to brokers

ISO App Scrubbing

Scrub in seconds

Heron runs your pre-underwriting guidelines against the submission, executing a waterfall of checks with cheapest first (e.g. state, time in business, total deposits etc.)

Next step

ISO App Scrubbing

Auto-decline deals

Heron auto-declines deals that don’t meet your credit box and auto-reply to brokers when there is missing information so that underwriters are only spending time on the files that matter

Next step

ISO App Scrubbing

Enrich application data

Alongside populating application data into your CRM such as state, time in business, signature match; we’re also enriching the application with missing information such as an auto-lookup of the company’s address on street view to instantly check it makes sense for that business

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