Financial Navigators

Fintactix licenses its Financial Navigators on an individual product basis (Home Affordability, Mortgage, Home Equity, Vehicle Loan) for one-, two-, or three-year terms. Actual pricing is dependent on the asset size of your financial institution. The more Navigator products you license and the longer the term, the lower the per-product price becomes.

Please complete the Schedule an Online Meeting form and provide details about your organization and we can provide specific pricing information and a Financial Navigators proposal.

Fintactix Financial Navigators are a hosted solution. We host our products through a third-party hosting provider in a state-of-the-art facility in Newark, DE. The data center has N+1 redundancy, including multiple HVAC systems and redundant power. Every month, they test the backup diesel generators to ensure they function correctly in case of power grid failure. The data center's physical security is supported by 24/7×365 live monitoring, CCTV, and a biometric access control system. The SOC 1 Report for this facility is available for review under non-disclosure.

Most customers use standard HTML iframe tags to integrate our Financial Navigators into their website. Each Navigator exists as its own web application with a unique URL that gets referenced within the iframe tag. When your page loads in the user's browser, the Navigator is inserted into it, creating a seamless experience for your users. We also provide code that handles responsive iframe height adjustments as users progress through the Navigator steps.

Financial Navigators collect detailed information throughout the guided experience—income, employment, debts, down payment, timeline, and product preferences. When users complete the Navigator and request contact, you receive a comprehensive lead profile that goes far beyond a simple contact form. Leads can be delivered via email to a designated inbox, posted to your CRM via webhook, or automatically routed to specific branches or loan officers based on the user's ZIP code.

Yes. Our Save & Retrieve feature allows users to save their Navigator session and return later to complete it. Users receive an email with a secure link to resume exactly where they left off. This is especially valuable for complex decisions like mortgages, where users may need to gather documents or consult with family members before completing the process. Saved sessions also give your team insight into serious prospects who are actively working through the decision process.

Navigational Aids are built-in educational content that helps users understand financial concepts as they progress through the Navigator. When users encounter terms like "debt-to-income ratio," "PMI," or "VA funding fee," they can access clear, concise explanations without leaving the experience. This consultative approach builds trust, reduces abandonment, and helps users feel confident in their decisions—positioning your institution as a helpful partner rather than just a lender.

Yes. Financial Navigators can be configured with your institution's actual loan programs, rates, and terms. You can update offers through our admin interface, import them via CSV upload, or integrate programmatically through our REST API. When users reach the offer comparison step, they see real products from your institution—not generic examples—making the experience more relevant and increasing conversion rates.

Yes. Many Fintactix engagements come to us through digital agencies, and we share the economics of those engagements through a formal partner program. Agencies can earn a 10% referral fee for introducing new prospects, or a 15% reseller margin when licensing Fintactix on a client's behalf. Learn more about our Digital Agency Partner Programs.