Service scope
CapitalPacket is a workflow tool for borrower-readiness, document collection, packet assembly, and related operational support. It is not a lender, broker, law firm, accounting firm, or underwriting platform.
Terms
CapitalPacket Terms of Use
Effective March 14, 2026. These launch terms set the basic product boundaries for the first version of CapitalPacket.
No lending, legal, or tax advice
The service does not provide legal, tax, accounting, underwriting, or approval advice. Customers remain responsible for their own decisions and for reviewing all packet materials before using them.
Customer responsibilities
Customers are responsible for the accuracy, legality, and completeness of information and documents submitted to the platform, and for ensuring they have the right to share those materials.
AI outputs
Any AI-assisted summaries, explanations, or draft narratives are provided for convenience only. They may be incomplete or inaccurate and must be reviewed by the customer before use.
Pilot and beta use
During early pilot periods, features may change, improve, or be removed. We may place reasonable limits on access, storage, and usage while the product is being validated.
Fees and payment
Any paid usage will be governed by the applicable order form, proposal, or written agreement. Fees are due as stated there unless otherwise agreed in writing.
Limitation of liability
To the maximum extent permitted by law, CapitalPacket is provided without guarantees of lender decisions, business outcomes, or approval results. Liability, if any, will be limited as set out in the applicable customer agreement.
Contact
Questions about these terms can be directed to hello@capitalpacket.com. These terms may be updated as the product and commercial model evolve.