Digital business card for mortgage brokers A remortgage is two years from hello.
Be the broker they call when their fix ends: one scan saves you to their phone, and they can send their details back.
Free forever · No card details · About a minute
cardr.co/steve-whitlock
Example of what happens next: Tom Ashworth scans Steve’s card, saves Steve to their contacts and chooses to send their own details back. The next morning at 09:00, Cardr Pro reminds Steve to follow up, with the email already drafted.
A digital business card for mortgage brokers has to outlast a two-year fix. You meet people through agents, developers and clients, often a year or more before a case. They scan your card, save you and can send their details back, and the fix end date sits on their name. It is a contact tool, not advice software.
One scan. You’re in their phone. They can send theirs.
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1
Show your pass
At the open house, or when an agent introduces you.
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2
They save you
No app. They can send theirs back to your list.
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3
Be there in two years
The fix end date sits in your note on their name.
Example
The gap between the introduction and the case.
The two-year gap
- Two years
- Details change
- The window
Nothing else here has a wait this long between meeting someone and doing business with them.
- Two years. Nothing else on this site has a wait this long between meeting somebody and doing business with them.
- Details change. Over two years your firm, your number or your permissions will move. A printed card is wrong by then.
- The window. When the fix ends they need you inside a fortnight. If they cannot find you, they use whoever they can.
Each constraint decides the format. A card that fails any one of the three does not get used a second time, however good it looks.
cardr.co/steve-whitlock
- Edit once, it updates
- Residential · Whole market
- One scan, no app
- Opens with no signal
Most tools here are built for a sale that closes this quarter. A broker meets people through agents, developers and clients, and many of them are not a case for a year or more.
Whether the introduction becomes a case depends on two things when the window opens: they can still reach you, and you still remember something specific about them. Both fail quietly.
Your details change too. Move network, firm or number and a two-year-old printed card is wrong. Your pass and page correct themselves the day you edit, and the contact they saved links back to your page.
Nothing for them to download.
Tap through what Tom sees when he scans your card.
Steve WhitlockNo app, no account, no sign-up for the people you meet.
Make yours in about a minute.
Free forever, and nothing for the people you meet to install.
A record that lasts longer than a fix.
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Today
The first meetingTom saves you · can send theirs -
Days 1–2
Nothing to remember -
Day 3
ProTime to follow up with Tom AshworthFollow-up drafted
- Introductions that become contacts. After they save you, clients can send their details back, on the free plan.
- The fix end on the record. “Two-year fix ends March 2028, first home, buying with sister” sits on the name.
- Reminded when the fix ends. Set the follow-up day, and Pro emails you that morning with the message drafted.
- Referrers tagged. Tag which agent, developer or client sent each one, and see where your cases come from.
- Your details always current. Change firm or network and your page and pass update the same day.
- Your book moves with you. CSV and vCard export on the free plan, whenever you like.
The card is free. Pro does the follow-up.
Everything in the first column stays free, with no expiry and no limit on exchanges or contacts. Pro adds what happens after the meeting.
| FreeForever, no card details | Pro£12 a month, or £9 a month billed annually (£108 a year) | |
|---|---|---|
| Nothing to install for the person you meet | Included | Included |
| A no-signal code that holds your contact itself | Included | Included |
| Pass designs | One: Oxford | IncludedAll 16 |
| Every lead, sorted | Your list, notes, tags, who replied, the timeline, search and export | IncludedEverything |
| See what your card wins you | Views, scans, swaps and saves, counted | IncludedEverything |
| Your follow-ups, written and ready | One draft and reminders about your first three people | IncludedEverything |
| A page that gets you booked | Booking, WhatsApp and review links on your page | IncludedEverything |
Pro turns the people you meet into work you win.
For people who meet business contacts, it starts with every lead sorted. Choose one to see it.
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See who could turn into work and who you won, at a glance. Nobody slips because they were halfway down a list.
- Opportunity, Won and Lost, with what it was worth.
- A pipeline of everyone by stage, and a next step on each person that reminds you on its day.
Free: your list, notes, tags, who replied, the timeline, search and export. Always.
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What came of everyone you met: who replied, what turned into work and what it was worth, by event, by source and by Cardr Metal card.
- How fast you follow up, and the days people swap details with you.
- Taps on your page’s booking or WhatsApp button, by where people came from.
- Download it all as a spreadsheet.
Free: views, scans, swaps and saves, counted, on every plan.
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At 09:00 your time, Cardr emails you who to follow up, with the message already written from what you talked about. One tap opens it in your email, or WhatsApp when you have their number, ready to send.
- Drafts for 200 people a month, in your voice.
- Reminded on day 3 or the morning after you meet, your choice, or on the day they said. One more nudge on day 7 if they are still waiting.
- Pick a time to send it later, and the draft comes back to you then.
Free: one draft and reminders about your first three people, to try it on your own.
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Pin Book a time or WhatsApp right under Save, so the next step is one tap for the person you just met.
- Up to six services, each with a “from” price.
- Up to three quotes from your clients, shared with their permission.
- The button shows again after they send you their details.
Free: booking, WhatsApp and review links on your page, as links.
Free, and staying free
- Every contact, with notes, search and export
- Nothing to install for the person you meet
- A no-signal code that holds your contact itself
- Views, scans, swaps and saves, counted
Pro
- 7 daysfree to try
- 30 daysfull refund
Where to go next.
How it compares, two guides for your week and a free tool. Also for: Estate agents, Accountants, Sales teams. Every version of this page, and pricing: free forever, or £12 a month with a 7-day trial. After you’ve met them: how to follow up, with messages to copy. This card’s design: Signature.
Blinq: best if you already run a CRM. Prices, Wallet and follow-up side by side.
AlternativesHiHello alternativesThe other options to HiHello, with dated prices, and who should stay.
GuideHow to remember people you meetWrite five things down within five minutes: who, where, what they need, when to come back and what you promised.
GuideWhen to follow up after meeting someoneSend the first message within a day or two, come back on the date they gave you, and if they gave none, try once more after a few weeks.
Free toolFollow-up message generatorThree drafts from who you met, where, and what you talked about.
Also for
Mortgage brokers, answered.
Is Cardr regulated, or does it give advice?
No to both. Cardr is a contact and business card tool. It gives no financial advice, produces no illustrations and is not authorised by the FCA. Your regulatory obligations, including what your card must say and how you hold client data, stay with you and your firm.
Does my card need the FCA status line?
GEN 4.3.1R requires the status disclosure on letters, and their electronic equivalent, to retail clients. GEN 4.3.3G says that excludes business cards used as such (FCA Handbook GEN 4.3, read 29 October 2026). Your card page is a web page, so ask your compliance team or network whether to add the line in your bio.
Is it safe to hold client details in it?
You are the data controller for the contacts you collect. The exchange tells each person their details go to you and are stored. Check it against your firm’s data policy before using it beyond introductions; our privacy notice sets out our side.
Does it integrate with my CRM or sourcing system?
No. Cardr has no integrations. Every plan, including free, exports to CSV and vCard for a manual import. If your firm mandates one system of record, treat Cardr as the front door to it.
Does the client need an app?
No. Your QR code opens your card as a web page on their phone, iPhone or Android, and they save you to their contacts from there.
What does it cost?
Free forever, no card details: your card, page and Apple Wallet pass, the two-way exchange, and every contact with notes, search and export. Pro, £12 a month or £108 a year (£9 a month), adds dated reminders, drafted follow-ups, a pipeline and all 16 pass designs. 7 days free, then 30 days to change your mind.
Free forever. About a minute to build.
Nothing for the other person to install, and no card details to start.