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About

When employees are financially stressed, it's a lot harder to focus on work. SmartPath’s affordable financial wellness platform will provide your employees with the education, coaching, and tools they need to turn their stress into financial success. Studies show that employees engage in different ways. Our program is designed to be comprehensive and meet your employees where they are. Every employer gets a branded launchpad for their employees to engage with all of SmartPath's offerings. This site offers Live Chat with our coaching team for quick financial questions and superior support. Money can be stressful. And add in the impacts of the pandemic, something that was hard just got even harder. Take our quizzes to see financial options and get personalized results with clear guidance. Our human coaches are talented, trained, and dedicated to helping. We cover budgeting, getting out of debt, homeownership, aging parents, kid’s college and anything in-between.

About

Purpose-built CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions. Record housing prices, rising interest rates, and limited inventory have left borrowers wondering how to secure their dream home. Despite a significant drop in mortgage applications, homeownership continues to be a major investment in America. Total Expert Founder and CEO Joe Welu spoke with Global Markets Reporter Jill Malandrino on ways lenders can keep homebuyers engaged and pursue their dreams of homeownership. The Total Expert platform is built from the ground up with functionality specific to the unique needs of lending and financial institutions. Make digital experiences just as impactful as in-person engagements with a platform focused on personalizing at scale.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for a financial wellness platform to provide employees with financial education, coaching, and tools

Audience

CRM and customer engagement platform for agencies

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$69 per user per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

SmartPath
Founded: 2010
United States
www.joinsmartpath.com

Company Information

Total Expert
totalexpertinc.com

Alternatives

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
MeridianLink Engage

MeridianLink Engage

MeridianLink
Key@Work

Key@Work

KeyBank

Categories

Financial Wellness Supported

Categories

Real Estate Agency Supported

Real Estate Agency Features

Calendar Management Supported
Client / Property Matching Not Supported
Client Database Supported
Commission Management Supported
Contact Management Supported
Contract Management Not Supported
Email Marketing Supported
Flyer / Catalog Printing Supported
Lead Management Supported
Listing Management Supported
Property Database Supported
Website Management Supported

Integrations

8am CPACharge Supported
Capacity Not Supported
Cyclr Not Supported
Denim Social Not Supported
Facebook Not Supported
Insider One Not Supported
LinkedIn Not Supported
X (Twitter) Not Supported

Integrations

8am CPACharge Not Supported
Capacity Supported
Cyclr Supported
Denim Social Supported
Facebook Supported
Insider One Supported
LinkedIn Supported
X (Twitter) Supported
Claim SmartPath and update features and information
Claim SmartPath and update features and information
Claim Total Expert and update features and information
Claim Total Expert and update features and information