Package Faster. Submit to More Lenders.
Stop spending most of your time on data gathering. Automated data collection, financial spreading in minutes, and free submission to the Deal Flow marketplace.
Time Is Money. Manual Packaging Costs Both.
Independent packaging firms, SBA 504 CDC specialists, and CPAs with packaging practices all face the same bottleneck.
Manual Document Assembly
Sixty to seventy percent of packaging time goes to data gathering — chasing bank statements, tax returns, and financial records across emails, faxes, and phone calls.
No Standardization
Every packager has their own process. Every lender has their own format. No consistent workflow means rework on almost every deal.
Limited Lender Reach
Most packagers submit to one or two lenders they already know. Borrowers miss better terms from lenders they have never reached.
High Cost Per Package
At $120/hour and 60-70% of time on manual data collection, a single loan package can cost $14,400+ in labor. That is not sustainable.
From Weeks to Days
Fiinsyt replaces the manual grind with automated data collection, structured assembly, and direct marketplace access.
Automated Data Collection
Plaid and Codat integrations pull verified financial data directly. Bank statements, business financials, and tax data populate automatically. Stop chasing documents.
See Packaging FeaturesFinancial Spreading & SBA Forms in Minutes
Automated financial spreading replaces hours of spreadsheet work. Ratios, trends, and benchmarks calculated from verified data. SBA forms generate automatically from collected data. Ready for review, not creation.
Learn About SpreadingDirect Intake Path
Standalone packagers intake borrowers directly — no Compass workflow required. If the borrower already has Fiinsyt data, it auto-populates into the package.
Explore Direct IntakeFree Deal Flow Submission
Submit completed packages to the Deal Flow marketplace at no cost. Reach lending partners you have never worked with. Blind matching protects borrower identity until the lender opts in.
Learn About Deal FlowThe ROI Is Immediate
At Packaging Premium pricing of $399/month, the subscription pays for itself on the first client. Every package after that is margin.
*Based on platform design goals and industry benchmarks. Individual results vary.
How It Works
Start
Start a package from anywhere. Whether you are working with a new borrower or continuing from an existing FIINSYT workflow, you can build and submit loan packages in one place.
Collect
For new borrowers, simply collect documents, verify information, and assemble the package.
Assemble
If borrower data already exists in FIINSYT, their financials, score, and history automatically carry over, saving time and reducing duplicate work.
Submit
Free submission to Deal Flow. Package matches to lender criteria automatically. Broader reach than one-at-a-time.
Deal Health Scoring
Packaging Premium subscribers get AI-powered assessment of package quality before submission. Know the strength of your package before it reaches lenders. Identify gaps, strengthen weak points, and submit with confidence.
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