Frequently Asked Questions
About SmartExus
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.
Pricing & Subscription
What is included in the 14-day Free Trial?
The Free Trial gives you full access to all features available in the Solo plan — including AI deal creation, document processing (up to 500 pages), Kanban pipeline, client profiles, task management, basic client portal, and core AI tools (Cashflow Builder, Bank Statement Analysis, etc.). No credit card is required to start. After 14 days, your account automatically downgrades to inactive unless you choose a paid plan.
What does “Unlimited / Custom” actually mean on the Enterprise plan?
Enterprise removes hard monthly caps on users, deals, AI document pages, and storage. Limits are set based on your negotiated agreement and actual usage patterns (almost always effectively unlimited for practical purposes). You also get dedicated onboarding, custom integrations (API/webhooks), white-label client portal, SLA-backed uptime, and a dedicated account manager.
Is there any setup fee or hidden cost?
No setup fees. No hidden charges. You only pay the monthly price shown.
Is my data secure?
Absolutely. Smartexus uses secure, isolated workspaces, role-based access controls, encrypted data storage, and full activity logging. Every action is time-stamped, auditable, and securely stored to support compliance and operational transparency.
Can I upgrade or downgrade my plan at any time?
Yes — you can upgrade or downgrade your plan at any time directly from your account dashboard. Upgrades are immediate. Downgrades take effect at the end of your current billing cycle. If you downgrade below your current usage (e.g., from Team to Solo), you may need to reduce active users or archived data to stay within limits.
Do I lose my data if I cancel my plan?
No — you can download all your deals, documents, and client data for 30 days after cancellation. After that, it is permanently deleted.
Do I need a credit card for the Free Trial?
No. You can start the 14-day Free Trial without entering any payment information.
How fast is the support response time?
- Solo: within 24–48 hours (email)
- Team: within 8 business hours (email + chat)
- Enterprise: dedicated manager + same-day response (phone/email/chat)
Marketing Support
What is the SmartExus Growth Center?
The Growth Center is a core feature of SmartExus where you receive personalized marketing support. A growth professional is assigned to your workspace to help with campaign setup, lead generation strategies, content planning, and ongoing performance improvements.
What are Marketing Requests in the Growth Center?
Marketing Requests allow users to submit structured requests directly to growth professionals or internal marketing teams—for campaign support, content, or strategy—without leaving the platform.
Does SmartExus help with lead generation?
By centralizing leads, tracking response times, and linking inquiries directly to the deal pipeline, Smartexus helps teams follow up faster, stay organized, and convert more leads into active deals.
What kind of support does the Growth Center provide?
The Growth Center supports you with:
Lead generation strategy
Advertising campaign setup and optimization
Funnel and landing page optimization
Content planning and messaging guidance
Performance monitoring and growth recommendations
All support is tailored to your business objectives.
Can the Growth Center help scale my business?
Yes. As your business grows, the Growth Center helps you scale campaigns, expand targeting, improve conversion rates, and refine messaging—ensuring growth remains sustainable and cost-effective.
Does Smartexus replace external marketing tools?
For many teams, yes. Smartexus reduces the need for separate lead inboxes, spreadsheets, basic campaign trackers, and communication tools by centralizing lead capture, tracking, and performance insights in one system.
Can the Growth Hub manage multiple lead sources at once?
Yes. Smartexus can capture and manage leads from multiple sources simultaneously—web forms, social platforms, campaigns, and referrals—into a single, unified lead inbox.
How does the Growth Center help reduce marketing costs?
By showing exactly which channels generate qualified leads and actual deals, the Growth Hub helps eliminate wasted spend and focus investment on high-performing campaigns.
Is the Growth Center suitable for busy advisors?
Absolutely. The Growth Center is designed for advisors who don’t have time to manage marketing. It reduces manual effort, removes guesswork, and ensures your marketing runs consistently while you focus on advising clients.
How do I communicate with my Growth Center team?
Communication happens directly through your SmartExus workspace. You can collaborate, review progress, receive insights, and discuss next steps without juggling emails, calls, or multiple platforms.