Underwrite at Scale: Do More Deals with Heron

Inbox Zero, Instantly: Clear your application inbox with email forwarding
Effortless Sync: Auto-sync key application data to your CRM
Faster Credit Decisions: Focus on key deals with our auto-decline and feedback feature
Fraud Detection: Ensure accuracy with automated fraud checks
Custom Solutions: Get tailored underwriting checks for your needs

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Case Studies

Driving Business Outcomes for Funders, Lenders and More

SMB Finance

Increasing Underwriting Speed for Outfund

5x

Increase in Underwriting Speed

Read customer story

“Processing new applications is so much faster now, meaning that we are not only able to offer a much better customer experience with quick decisions, but also enable us to simplify the underwriting process and approve more applications. Additionally, potential distress flags are categorised and identified early for us, allowing us to work better with our customers and improve recovery rates.”

—

Brad Shaw

Head of Risk

SMB Finance

Setting Dynamic Limits for Torpago

50%

Increase in Revenue

96%

Underwriting Time Saved

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“We’ve been able to process applications more efficiently, reducing underwriting turnaround time by 96%, and improved our cash coverage ratio for customers by up to 10x. We’re excited to continue to grow with Heron!”

—

Brendan Coons

Director of Risk

SMB Finance

From Data Entry to Full Financial Underwrite: Speeding up MCA Funders

50%

decrease in time-to-offer

FTEs

freed up for underwriting

Read customer story

"Heron has eliminated the data entry phase of our underwriting process. We now have a clear picture of revenue, positions, and the legitimacy of the file within minutes of the submission email.”

—

Valeria

Managing Director

SMB Finance

From 10 minutes to 10 seconds: enabling Constrafor to make faster decisions

99%

decrease in credit review time

Read customer story

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

SMB Finance

Levo Funding grows volume without making additional hires

41%

decrease in processing time

~$40k

in annual cost savings

Read customer story

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How It Works

No More Messy Submission Inbox

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Tailored Solutions

From Email to CRM in Minutes

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Capabilities

From Email to CRM in Minutes

Receive

Send us your customer applications and data via email forwarding, API, or bulk upload. We accept documents in ALL formats

Classify

Automatically organize files into relevant document types without manual effort

Parse & Validate

Extract key fields into your underwriting format while detecting and flagging fraudulent documents

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!