Six Modules. One Ecosystem.
Each organization builds its own combination. No forced bundles. Each module delivers standalone value — together, they create a self-reinforcing lending ecosystem.
The Complete Borrower Readiness & Loan Facilitation Platform
Fiinsyt is sold as six standalone modules with modular stacking. Each organization picks the modules that fit its mission — a TA provider might start with The Compass for readiness counseling, add Loan Packaging when they begin assembling packets, and later connect to Deal Flow to reach more lending partners.
Bundle discounts apply for multi-module purchases, but nothing is forced. A standalone packager never needs The Compass. A funder only needs Stakeholder Intelligence. Every module delivers value on its own.
Together, the modules create an ecosystem where every participant makes the network more valuable: operators produce loan-ready borrowers, packagers assemble complete packets, lenders fund deals faster, and funders see their impact in real time.
This is the Fiinsyt Flywheel — a self-reinforcing cycle that transforms borrower readiness into funded loans, and funded loans into smarter readiness.
Six Standalone Modules
Pick the modules your organization needs. Add more as you grow. Bundle discounts reward multi-module purchases.
The Compass
The counselor's complete workflow engine. Readiness assessment, Fiinsyt Score, SMART goals, marketplace, community, events, and compliance reporting — all in one platform.
Loan Packaging
Document assembly, financial spreading, verification seal, and lender-specific formatting. Complete loan packets in days, not weeks. Free Deal Flow submission included.
Lending Platform
Full lifecycle loan management: application intake, underwriting workspace, pipeline management, portfolio monitoring, and compliance. Multi-product support for SBA 7(a), 504, micro, and conventional loans.
Deal Flow
Two-sided marketplace connecting packagers who submit loan packets with lenders who receive them. BLedger blind/reveal matching, Deal Room for due diligence, and structured offers.
Network Admin
Multi-center governance dashboard with cascading configuration, cross-center benchmarking, aggregate compliance reporting, and centralized user management.
Stakeholder Intelligence
Real-time grantee performance dashboards, impact metrics engine, and automated multi-format compliance exports for funders. Purpose-built for the post-award intelligence gap.
Build Your Own Combination
Every organization is different. Fiinsyt respects that with modular stacking — not rigid bundles.
TA Provider
Counsel borrowers and package loans for submission to lenders.
Community Lender
Counsel, package, and underwrite loans — the full pipeline.
State Network
Govern centers with their own module mix under one umbrella.
How the Modules Connect
Data flows across the ecosystem, creating compounding value at every stage.
Operator-Configurable Everything
Operators never need developers. Every threshold, workflow, gate, product, goal template, score weight, and notification is configurable through the operator admin portal. Fiinsyt adapts to how your organization works — not the other way around.
- Custom Fiinsyt Score weights per program
- Configurable checkpoint gates and stage progression
- Branded borrower portals (Enterprise)
- Custom goal templates and action plans
- Notification rules and escalation paths
- Per-center module mix within networks