---
description: Review of SmartExus Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: SmartExus | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Financial Services Software](/directory/4356/financial-services/software) > [SmartExus](/software/552502/SmartExus)

# SmartExus

Canonical: https://www.softwareadvice.ie/software/552502/SmartExus

> SmartExus is an AI-powered operating system designed to automate financial workflows and deal management for mortgage brokers, commercial finance specialists, asset finance professionals, and lending teams. It supports professionals managing residential mortgages, refinancing, asset finance, and complex commercial transactions.

The platform includes an AI Deal Wizard that extracts and organizes data from documents such as bank statements, payslips, and application forms. It features tools for generating diary notes, funding proposals, client need analysis reports, and cashflows, while also populating lender application forms through PDF data mapping. A visual Kanban pipeline enables deal tracking, and 360-degree client profiles provide a comprehensive view of client information. Integrated task management and a secure client portal allow document uploads, progress tracking, and direct communication.

SmartExus includes tools for lead management, role-based training with deal simulations, and collaboration features such as community channels and a referral marketplace. Compliance is supported through automatic activity logging, deal-level audit trails, stale deal monitoring, risk alerts, and performance analytics. The system tracks user activity, turnaround times, and workflow efficiency.

Built on cloud infrastructure, SmartExus provides encryption, audit trails, and scalable architecture to support operations for individuals and enterprise networks. It combines CRM, document management, client communication, training, and marketing functions into a single platform.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: SmartExus

## Commercial Context

- **Starting Price**: US$69.00
- **Pricing model**: Per User (Free Trial)
- **Target Audience**: 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, France, Germany, Italy, Netherlands, New Zealand, Singapore, Spain, United Kingdom, United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Audit Trail
- CRM
- Channel Management
- Customer Engagement
- Customisable Templates
- Data Import/Export
- Data Visualisation
- Financial Analysis
- Financial Management
- For Financial Institutions
- Performance Management
- Reporting/Analytics
- Workflow Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Financial Services Software](https://www.softwareadvice.ie/directory/4356/financial-services/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/552502/SmartExus)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/552502-SmartExus/> |
| en-AU | <https://www.softwareadvice.com.au/software/552502/SmartExus> |
| en-GB | <https://www.softwareadvice.co.uk/software/552502/SmartExus> |
| en-IE | <https://www.softwareadvice.ie/software/552502/SmartExus> |
| en-NZ | <https://www.softwareadvice.co.nz/software/552502/SmartExus> |

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