See Fiinsyt in Action
Explore our interactive prototype — the same platform SBDCs, CDFIs, and lenders will use to transform borrower readiness. Create an account for instant access to the full experience.
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A Glimpse Inside the Platform
Four portals, one connected ecosystem. Here's what you'll explore.
The Compass & Borrower Journey
See how borrowers track their Fiinsyt Score, complete SMART goals, attend coaching sessions, and progress toward loan readiness — all in one place.
- Real-time Fiinsyt Score with 5-pillar breakdown
- Personalized development plan
- Loan Hub with application tracking
- Document vault & community
Operator & Counselor Workspace
Manage caseloads, run assessments, track counseling sessions, and monitor borrower progress across your entire organization.
- Client roster with pipeline view
- Assessment & scoring tools
- Session notes & action plans
- TABLE 5 auto-compliance
Lending & Deal Flow
Review anonymized loan opportunities, evaluate borrower health scores, manage your portfolio, and track applications from submission to funding.
- BLedger blind deal matching
- Underwriting workspace
- Loan portfolio dashboard
- Committee review tools
Network & Stakeholder Intelligence
Oversee multi-site operations, benchmark performance, and deliver real-time impact data to funders and government stakeholders.
- Cross-organization benchmarking
- Funder dashboards & reports
- Compliance monitoring
- Stakeholder intelligence portals
Ready for a Personalized Walkthrough?
Our team can tailor a demo to your organization's specific needs.
Schedule a Live Demo