# SmartExus Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SmartExus Software - reviews, pricing plans, popular comparisons to other Financial Services products and more. Source: https://www.capterra.com/p/10044994/SmartExus --- # SmartExus Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support) SmartExus ## What is SmartExus? SmartExus is financial workflow automation software for mortgage, refinance, asset, and commercial finance operations. Its AI Deal Wizard analyzes documents like bank statements and payslips to auto-populate lender applications and generate submission packages. The platform offers AI-assisted tools for building cashflows and business plans, automated PDF form population, and Kanban-style deal pipelines with task management and consolidated client profiles. A client portal enables secure document uploads, deal tracking, messaging, and appointment scheduling. Compliance features include activity logs, audit trails, and performance analytics. Additional tools include lead management, team collaboration, and a learning management system with role-based training. Cloud-based and scalable, SmartExus supports individual users to enterprises with unlimited deal capacity. ## What is SmartExus used for? [Financial Services](https://www.capterra.com/financial-services-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $69 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SmartExus?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://smartexus.com/&name=SmartExus) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Audit Trail A record of all activities within the system, including user access, changes made, etc. Channel Management Manage various distribution channels, build relations with channel partners, and track their performance CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content SmartExus 15 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges A record of all activities within the system, including user access, changes made, etc. Manage various distribution channels, build relations with channel partners, and track their performance Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Initiate interactions with customers by proactively starting conversations or providing informational content Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Graphical representation of data Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Organize and manage the accomplishments and development of employees or performance of applications or systems View and track pertinent metrics to find patterns and gain insights from data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Starter Plan $69.00 Per User,Per Month It includes: - 1 User - 50 AI-processed deals per month - 5,000 AI document pages per month - Visual Kanban deal pipeline - Enterprise-grade security, global cloud infrastructure, high-performance scalability, and human-centered support - Much More Professional Plan $199.00 Per User,Per Month It includes: - Up to 5 Users - 200 AI-processed deals per month - 20,000 AI document pages per month - Advanced role-based permissions - Enterprise-grade security, global cloud infrastructure, high-performance scalability, and human-centered support - Much More Enterprise Plan $699.00 Other,Per Month It includes: - Unlimited Users - Unlimited deals and AI document pages - Full custom workspaces and permissions - Negotiated overage and storage - Enterprise-grade security, global cloud infrastructure, high-performance scalability, and human-centered support - Much More Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.