Business
Heron Expands into SMB Credit Broker Market with Full Deal Flow Automation
Heron Data, an AI platform that helps small business funders, fintechs and insurers automate document-heavy workflows, today announced its expansion into the SMB credit broker market with the launch of Heron Broker Suite — an end-to-end solution that automates the entire broker deal flow from application intake to CRM.
About this update from Tfs Financial Corporation
[{"type":"text","content":"NEW YORK, Jan. 15, 2026 /PRNewswire/ -- Heron Data, an AI platform that helps small business funders, fintechs and insurers automate document-heavy workflows, today announced its expansion into the SMB credit broker market with the launch of Heron Broker Suite — an end-to-end solution that automates the entire broker deal flow from application intake to CRM.","length":370,"tagName":"p"},{"type":"image","alt":"Heron Logo (PRNewsfoto/Heron Data)","displaySize":"","headline":null,"caption":"Heron Logo (PRNewsfoto/Heron Data)","className":"","disableSlideshowImg":false,"size":{"original":{"width":400,"height":225,"url":"https://media.zenfs.com/en/prnewswire.com/955112636147eaf63ff838a17b861148"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/ZRZZfrQk3OvMxN5q9NTZ7g--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTM5NztjZj13ZWJw/https://media.zenfs.com/en/prnewswire.com/955112636147eaf63ff838a17b861148","width":400,"height":225}},"href":"https://mma.prnewswire.com/media/2750667/heron_full_logo_dark_blue_Logo.html","hrefExternal":true,"rel":"nofollow"},{"type":"text","content":"The launch marks Heron's entry into a market where manual work has long been the standard. Leading brokerages including Big Think Capital and TFS Financial are already using Heron Broker Suite in production, reporting processing cost reductions of up to 80%, offer-to-rep response times under 60 seconds, and teams refocused from data entry to revenue-generating work.","length":372,"tagName":"p"},{"type":"text","content":"The Challenge","length":13,"tagName":"p"},{"type":"text","content":"For most brokers, the daily workflow is manual and repetitive: scrub bank statements, match deals to funders, fill out portals, then dig through hundreds of emails to find approvals.","length":182,"tagName":"p"},{"type":"text","content":"The workload adds up fast:","length":26,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"5-20 minutes per application on bank statement scrubbing and light underwriting","length":79,"tagName":"p"}]},{"val":[{"type":"text","content":"10-15 minutes to match each deal to lenders based on internal policies","length":70,"tagName":"p"}]},{"val":[{"type":"text","content":"3-5 minutes per funder portal × 50+ submissions per day","length":55,"tagName":"p"}]},{"val":[{"type":"text","content":"Hundreds of decision emails daily ...