Related Products
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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.
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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.
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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
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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
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Audience
Companies looking for a financial wellness platform to provide employees with financial education, coaching, and tools
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Audience
CRM and customer engagement platform for agencies
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$69 per user per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationSmartPath
Founded: 2010
United States
www.joinsmartpath.com
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Company InformationTotal Expert
totalexpertinc.com
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Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
8am CPACharge
Not Supported
Capacity
Supported
Cyclr
Supported
Denim Social
Supported
Facebook
Supported
Insider One
Supported
LinkedIn
Supported
X (Twitter)
Supported
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