No other trade on this site has a follow-up window this long. Cardr captures the introduction properly, keeps the context attached to the name, and reminds you at the point in the fixed term where the conversation is actually worth having.
A broker’s desk runs on introductions and on timing, and both are hard to hold in your head. You meet someone at an open house or through an agent, they are eighteen months from the end of a fix, and the conversation that matters is the one in eighteen months. Cardr captures the introduction with nothing for them to install, keeps the detail against the name, and reminds you when the window opens. It is a contact tool, not advice software and not a compliance system.
Nothing else here has a wait this long between meeting someone and doing business with them.
The two-year gap
Nothing else here has a wait this long between meeting someone and doing business with them.
Every constraint above is what decides the format. A card that fails any one of the three does not get used a second time, however good it looks.
Most tools in this category are built for a sale that closes this quarter. That is not the shape of a broker’s desk. You meet people constantly through agents, developers, existing clients and open houses, and a meaningful proportion of them are not a case for a year or more.
The thing that decides whether that introduction becomes a case is whether you can still reach them, and whether you can still remember anything specific about them, when the window finally opens. Both fail quietly and neither failure shows up anywhere.
A Wallet pass is also unusually well suited here for a boring reason: your details change. Move network, change firm, change number, and a card someone saved two years ago is worthless. A pass corrects itself on their phone the day you edit it, which is the whole point when the gap is this long.
Not a mock-up. The artwork below is drawn by the same function that draws the inside of the signed .pkpass file, in the same colours the real pass carries, so this is what Wallet shows.
cardr.co/steve-whitlock
The scene changes by trade, but the mechanism does not. See every version of this page.
Twelve viewings on a Saturday, three you can still remember on Monday.
Also forAccountantsThe practice year has a shape, and growth happens in the flat bits.
Also forSales teamsDeals are not lost in the meeting. They are lost in the week after it.
PricingFree forever, or £12 a monthWhat each plan includes, and the sixty-day guarantee.
No, and no. Cardr is a contact and business card tool. It does not give financial advice, does not produce illustrations or recommendations, and is not authorised by the FCA. Your regulatory obligations, including how you record advice and handle client data, sit entirely with you and your firm.
The contacts you collect are yours and you are the data controller for them. The exchange form tells the person their details are going to you and are stored. You should satisfy yourself that it fits your firm's data policy before using it for anything beyond an introduction, and our privacy notice sets out our side of it in full.
No. Cardr has no integrations of any kind today. It exports to CSV and vCard on Pro, which covers a manual import. If your firm mandates a single system of record, treat Cardr as the front door to it rather than a replacement.
No. The pass goes into Apple Wallet, preinstalled on every iPhone. Android users open your page from the QR code and save you to their contacts from there.
Free forever for the card, the Apple Wallet pass and the two-way exchange, with no card details taken. Pro is £12 a month, or £9 a month billed annually, for the contact memory, the reminders and the drafted follow-ups. Sixty-day money back guarantee.
Nothing for the other person to install, and no card details to start.