Public signup
Create workspace
Organization + admin account created
Partner sign-in starts immediately
How it works
How CapitalPacket moves a borrower packet from intake to lender-ready review.
CapitalPacket helps microlenders, SBDCs, and capital-readiness programs turn incomplete borrower prep into a structured readiness workflow with clear packet status, missing-item tracking, and a lender-ready export.
Best fit today
Readiness teams that need cleaner borrower packets before lender review
- Microlenders and community lending teams
- SBDC and capital-readiness programs
- Consultants and accountants who package applications
- Advisory teams managing document-heavy borrower prep
Workflow diagrams
A shared flow from public signup to borrower-ready packet review.
Borrower packet flow
Borrower profile
Checklist + uploads
Readiness + assistant
Resolve blockers
Partner review flow
Open packet
Review flagged files
Send borrower follow-up
Export when ready
Workspace plan
Create free Launch workspace
Invite your team
Usage tracked by organization
Growth currently inactive
Core job
Collect intake details
Gather required documents
Flag missing or weak items
Explain requirements in plain English
Draft short narrative answers
Export a lender-ready packet
Best fit teams
SBA microlender
SBDC or capital-readiness advisor
CDFI-style community lender
Consultant or accountant who already helps owners package applications
Available today
Borrower intake wizard
Loan-type checklist
Secure document upload vault
Readiness dashboard for borrowers and partners
Narrative drafting for packet sections
Packet export for partner review
Outside the product scope
Underwriting automation
Direct lender submission integrations
Credit pulls or bank connectivity
Legal or tax advice
Multi-loan-type enterprise workflow
Borrower marketplace or lender matching
Operational metrics
Measure the workflow on operational clarity, not approval promises.
Intake completion rate
Required document completion rate
Average time to packet-ready status
Number of partner follow-ups avoided
Percentage of borrowers submitted in lender-ready form
Partner-reported staff time saved
Implementation path
A simple path from signup to active borrower packets.
Step 1
Choose the workflow
Pick the financing path, document list, and review rules your team wants to use.
Step 2
Set up the workspace
Create the partner workspace, reviewer roles, and borrower packet structure for that workflow.
Step 3
Invite borrowers
Open packets, send borrower access, and collect files against the checklist.
Step 4
Review packet progress
Track completion, review effort, and time to lender-ready status so the process stays clear.
Launch workspace
Create the workspace, open borrower packets, and run one shared review flow.
Launch is free right now. Growth stays inactive while the self-serve offering remains focused on one plan.
Create the partner workspace
Open packets and invite borrowers
Track usage as the team grows