Complete Loan Packages in Days, Not Weeks
Cut package assembly from 40 hours to 25 — complete, lender-ready, error-free. Automated financial spreading, verification seal, and free submission to Deal Flow.
Manual data gathering slows down loan packaging
A significant portion of time is spent collecting documents, organizing financials, and preparing data before analysis even begins. Information is often scattered across emails, shared folders, and paper files, requiring manual consolidation and financial spreading.
These steps can extend timelines and create unnecessary back and forth. FIINSYT streamlines this process by connecting to financial data sources and automating analysis, helping teams gather, organize, and prepare information more efficiently, bringing everything together into a structured lender ready package.
How Loan Packaging Works
Collect
Guided document upload portal with structured checklists per loan type. Borrowers know exactly what to provide.
Analyze
Automated financial spreading from Plaid and Codat. Ratios, benchmarks, and cash flow analysis generated instantly.
Assemble
Documents, financials, and narratives packaged into a lender-specific format with Form 159 and verification seal.
Quality Check
Package QA ensures completeness. Deal Health scoring identifies gaps before submission.
Submit
Free submission to Deal Flow — reach multiple lending partners simultaneously. Track responses in real time.
Direct Intake for Standalone Packagers
Unlike Compass-connected workflows, standalone packagers intake borrowers directly — no prior Fiinsyt Score, no Compass history, no pipeline stage. The Packaging module provides a direct intake path that bypasses the readiness workflow. Packagers collect documents, run verification, assemble the package, and submit.
If the borrower IS on a Compass-enabled organization, their existing Fiinsyt Score, verified data, and engagement history auto-populate into the package — saving even more time.
Features
Document Collection
Structured checklists for every loan type. Borrowers upload through a guided portal — no more chasing documents via email.
Financial Spreading
Automated financial data collection via Plaid and Codat. Spreading, ratios, and benchmarks generated in minutes, not hours.
Package Assembly
All documents, financials, narratives, and forms assembled into a complete loan package with lender-specific formatting.
Form 159 Generator
SBA Form 159 auto-populated from borrower and packager data. Compliance documentation built in.
Verification Seal
Every package includes a Fiinsyt verification seal — confirming that data has been validated against third-party sources.
Multi-Lender Submission
Submit the same package to multiple lenders through Deal Flow at no additional cost. Reach more lending partners.
Deal Health Scoring
AI-powered assessment of package quality before submission. Identify gaps and strengthen packages before they reach lenders.
Conversion Analytics
Track which packages convert, which lenders respond fastest, and where bottlenecks occur in the packaging workflow.