Powerful AI Platform Built
Exclusively for Brokers & Lenders
Save 4–6 hours per deal, eliminate 90% of data entry, auto-flag high-risk transactions & payday loans, and submit flawless applications in under 30 minutes — all inside the only complete broker ecosystem with a dedicated Growth Hub that scales your pipeline through done-for-you lead generation and marketing.
- Mortgage
- Refinance
- Asset Finance
- Commercial Finance
Shaping the Future of Finance with AI
Smartexus is an advanced end-to-end AI operating system built exclusively for mortgage brokers, commercial & asset finance specialists, and lending teams.
We fuse cutting-edge artificial intelligence with deep finance expertise to eliminate repetitive admin, catch hidden risks, accelerate submissions, and actively scale your business — all inside one seamless, globally-ready ecosystem trusted by the industry’s fastest-growing brokerages.
Our mission: help you save hours on every deal, win more approvals, and grow your pipeline without burnout or extra staff.
The only platform with true AI that reads bank statements, auto-fills every lender form, and generates complete submission packs in minutes.
Bank-grade encryption, full audit trails, white-label client portal — all on enterprise-grade cloud infrastructure. Your data and reputation stay bulletproof, zero server hassle.
From solo brokers to enterprise groups — plus a dedicated Growth Hub where our specialist team runs your lead-generation campaigns and marketing.
Designed by brokers for brokers. Every feature solves a real daily pain point so you work smarter, settle faster, and earn more.
Real-World Impact Through AI Innovation
Explore some of our core features where AI and digital innovation transformed businesses, improved efficiency, and unlocked new opportunities for growth.
Run Your Entire Operation from One Place
Manage your entire client lifecycle from first contact to settlement with a suite of integrated CRM and workflow tools.
- Visual Kanban Pipeline: Track every deal at every stage. Never let an opportunity slip through the cracks.
- 360° Client Profiles: A single source of truth for every client, including all communications, documents, and deal history.
- Integrated Task Management: Create and assign tasks linked directly to clients and deals.
Attract, Nurture, and Convert More Leads.
Stop juggling marketing tools. The Growth Center gives you everything you need to build your brand and fill your pipeline.
- Centralized Lead Inbox: Capture and manage all incoming leads from your website and social media forms.
- Lead Source Analytics: Instantly see which marketing channels are driving the most valuable leads.
- Marketing Requests: Need Marketing support? Submit requests directly to our growth professionals.
Empower Your Clients. Close Deals Faster.
Give your clients a clear, modern experience with a secure, branded Client Portal that keeps everything in one place.
- Secure Client Portal: A single, secure place for clients to track progress, upload documents, and complete tasks.
- Direct Advisor Communication: Clients message or email their advisor directly — no confusion, no delays.
- Appointment Scheduling: Clients easily book, manage, and attend advisor appointments via integrated calendar.
Collaborate, Share, and Grow Together
Smartexus connects professionals across teams and organizations for seamless collaboration, knowledge sharing, and deal referrals in one secure ecosystem.
- Community Channels: Share insights, ask questions, and collaborate in topic-based community channels.
- Cross-Workspace Messaging: Securely connect and communicate across workspaces without leaving the platform.
- Referral Marketplace: Post deals, collaborate on cases, or invite experts to assist, unlocking new revenue and growth.
AI-Powered Solutions for the Digital Age
SmartExus provides a full spectrum of Artificial Intelligence and digital transformation services.
AI Automated Workflow
Transform your business by eliminating manual data entry. Go from hours of paperwork to a fully populated application in minutes
- AI Onboarding Wizard: Simply upload your client's application forms, bank statements, and payslips. Our AI reads and structures everything for you.
- Automated Documents Generation: Generate comprehensive, structured, and compliant diary notes, funding proposals and Client Need Analysis report directly from the application data with a single click.
- Automated Expense Categorization: The AI intelligently categorizes bank statement transactions, identifies undeclared liabilities, and calculates an accurate picture of your client's servicing position.
Intelligent Documentation
Smartexus automatically generates, analyzes, and organizes every document required to move deals forward—accurately and effortlessly.
- Smart Financial Builders: Analyze existing cashflow statements and annual reports or build new cashflows, company financials, and business plans with AI-assisted accuracy.
- PDF Data Mapping & Auto-Fill: Automatically populate lender application forms by mapping structured deal data directly into PDF documents, eliminating manual entry.
- Centralized Document Hub: Store, manage, link, and bulk-download all deal documents in one secure, organized workspace.
Training & Simulations
Smartexus combines structured learning with hands-on simulations to help teams master complex deal scenarios with confidence.
- Role-Based Training Courses: Access professionally designed courses covering Mortgage, Refinance, Asset Finance, and Commercial Finance workflows.
- Hands-On Deal Simulations: Practice real-life deal scenarios with increasing difficulty levels — designed to build confidence, accuracy, and speed.
- Built-In Learning Management System: Create, manage, and assign custom training programs, courses, and internal knowledge — all within your own workspace.
Compliance & Reporting
The system automatically captures every action, creating a clear, auditable activity trail with intelligent performance insights.
- Complete Activity Logging: Automatically record every user action with precise date and time stamps — across deals, clients, documents, and communications.
- Deal-Level Audit Trails: View a full activity history for each deal, including status changes, document updates, and interactions.
- Stale Deal & Risk Monitoring: Identify inactive deals, delayed actions, and workflow bottlenecks through intelligent system alerts.
- Performance & Productivity Insights: Track user activity, turnaround times, deal velocity, and workload distribution with actionable analytics.
SmartExus vs Traditional CRMs & Manual Processes
Compare SmartExus with traditional CRMs and manual processes—and discover how automation, intelligent workflows, and built-in collaboration dramatically reduce admin work and accelerate deal closure.
| Feature / Capability | Smartexus | Traditional CRMs / Broker Tools | Manual Processes |
|---|---|---|---|
| AI-Powered Deal Creation | ✅ Fully automated wizard fills forms & generates documents | ❌ Not available | ❌ N/A |
| Automated Document Generation | ✅ Diary Notes, Finance Proposals, CNAs, PDFs & Word exports | ❌ Limited or manual | ❌ Manual only |
| Cashflow & Financial Analysis | ✅ AI-assisted building & review, auto-extract from statements | ❌ Basic spreadsheets | ❌ Manual calculation |
| Multi-Deal Management | ✅ Kanban pipeline with task management | ❌ Limited | ❌ Manual tracking |
| Client & Team Collaboration | ✅ Team Feed, cross-workspace messaging, deal referrals | ❌ Not available | ❌ Email / chat only |
| Appointment & Calendar System | ✅ Built-in scheduling for advisors and clients | ❌ Separate tools required | ❌ Manual booking |
| Training & Simulations | ✅ Role-specific courses & hands-on deal simulations | ❌ Rare | ❌ None |
| Compliance & Activity Logging | ✅ Full audit trails, time-stamped logs, deal-level tracking | ❌ Partial | ❌ None |
| Client Portal | ✅ Secure, branded, full workflow access | ❌ Limited or none | ❌ Email only |
| Growth Hub / Marketing | ✅ Content calendars, campaign management, lead analytics | ❌ No integrated marketing | ❌ Manual campaigns |
| Cost Efficiency | ✅ All-in-one platform reduces subscriptions & software overhead | ❌ Multiple paid tools required | ❌ High labor & inefficiency |
Choose the Right Plan
Select a plan that fits your needs today and upgrade anytime as your business grows.
Starter
$69
Perfect for individual brokers and solo professionals getting started with AI-powered deal processing and automation.
- 1 User
- 50 AI-processed deals per month
- 5,000 AI document pages per month
- Visual Kanban deal pipeline
- Much More
Professional
$199
Best for growing broker teams that need collaboration, advanced AI risk tools, team analytics and lead management.
- Up to 5 Users
- 200 AI-processed deals per month
- 20,000 AI document pages per month
- Advanced role-based permissions
- Much More
Enterprise
$699
Tailored for large brokerages, networks, multi-branch operations and enterprises with advanced scale, custom integrations and dedicated support.
- Unlimited Users
- Unlimited deals & AI document pages
- Full custom workspaces & permissions
- Negotiated overage & storage
- Much More
All plans include:
- Enterprise-grade security
- Global cloud infrastructure
- High-performance scalability
- Human-centered support
Trusted by Forward-thinking Companies Worldwide
From startups to enterprises, Aisev has helped organizations achieve remarkable results through AI-powered solutions. Here’s what some of our partners have to say.
Operations Lead, Finance Services Firm
“Smartexus completely changed how we manage deals. What used to take hours of manual work is now structured, automated, and visible in one place. Our turnaround times improved almost immediately.”
Senior Broker, Commercial Finance
“The intelligent documentation features are a game-changer. Cashflows, reports, and application forms are generated with accuracy we simply couldn’t achieve manually. It’s saved our team countless hours.”
Director, Mortgage & Refinance Firm
“Our clients love the portal. No more back-and-forth emails or missing documents. Everything is clear, secure, and easy to follow, which has significantly improved deal momentum.”
Compliance & Risk Manager
“Having every action logged automatically has brought a new level of confidence to our operations. Audit trails, activity tracking, and performance insights are all there without extra effort.”
The People Behind Innovation
- AI Expertise
- Collaboration First
- Global Mindset
- Innovation Driven
AI Specialist
Head of Data Analytics
Lead Automation Engineer
Digital Consultant
Frequently Asked Questions
What is SmartExus?
Smartexus is an AI-powered financial workflow and deal automation platform designed to manage your entire operation—from lead capture and client onboarding to documentation, compliance tracking, and deal submission—all in one secure workspace.
Who is Smartexus built for?
Smartexus is built for professionals and teams working across mortgage, refinance, asset finance, and commercial finance. It supports solo operators, growing teams, and enterprise organizations managing high deal volumes.
How does Smartexus save time on deals?
Smartexus eliminates manual data entry by using AI to extract, structure, and map client and financial data. Tasks like document analysis, cashflow building, form filling, and report generation are automated—reducing hours of work to minutes.
Can Smartexus handle both simple and complex deals?
Absolutely. Smartexus supports everything from straightforward residential cases to complex commercial and multi-entity deals, with flexible workflows, AI-assisted documentation, and detailed deal tracking.
How does AI document analysis work?
When documents are uploaded, Smartexus’ AI extracts structured data, categorizes transactions, identifies inconsistencies, and maps key information into reports, cashflows, and application forms—reducing manual review time.
What is the AI Deal Creation Wizard?
The AI Deal Creation Wizard guides you through client onboarding by capturing deal details, analyzing uploaded documents (bank statements, payslips, loan statements), and automatically populating applications and reports—ready for review and submission.
Does Smartexus include document generation?
Yes. Smartexus includes intelligent documentation tools such as cashflow builders, business plan builders, annual statement analysis, bank statement analysis, affordability calculations, diary notes, funding proposals, and auto-filled PDF application forms.
Can my clients interact with the platform?
Yes. Smartexus provides a secure, branded Client Portal where clients can upload documents, track deal progress, communicate directly with their assigned professional, and book appointments—reducing back-and-forth and speeding up deal completion.
Does Smartexus support teams and collaboration?
Yes. Smartexus is built for collaboration with shared pipelines, task management, internal communication, community channels, cross-workspace messaging (enterprise plans), and a referral marketplace for deal collaboration.
Is Smartexus suitable for solo users?
Yes. The Solo plan is designed for individual professionals who want automation, intelligent documentation, and workflow visibility without the overhead of enterprise systems.
Empower your advisors with hands-on simulations and structured training—turn learning into confident, high-performing results.