For loan officers and lenders
Be the first number a buyer saves.
Give borrowers and agent partners a card with your application, rate quote and booking links in one place, and follow up from a real text thread.
Why Mortgage & Lending Pros Switch
A premium card at every open house and closing keeps your name in front of your partners.
Your card puts your application and booking link one tap away.
Add your NMLS number and disclosures to your card’s fine print.
What Your Card Does
Up to three buttons for your application, rate quote form, calculators or document upload.
Connect your booking link for pre-approval calls.
Borrowers text you from their own phone so you have their number.
A collapsible disclaimer for NMLS numbers and required disclosures.
Collect agent and borrower business cards at events with notes, then get the list by email.
Branches can share one look on your company’s web address.
Example playbook
Three Days at a Trade Show
- Starts Networking Mode and names it after the show.
- Snaps a photo of each business card handed over and types a quick note: “needs quote for 3 properties.”
- Shares their own card by tap or QR with everyone who stops by.
- Ends the event and gets an email with every card, photo, note and a spreadsheet for the CRM.
- Networking Mode
- Tap or scan
- Emailed list
Questions
Can I include my NMLS number?
Yes. Put it in your title line or in the card’s fine print along with any required disclosures.
Do people need an app to see my card?
No. Your card opens in their phone’s web browser, on iPhone and Android.
What if their phone can’t tap?
Every card has a QR code, and you can show it from the Mobile Card App on your phone.
Ready to try it in mortgage & lending?
It’s reusable, so you only ever need one. Order yours, or set up your whole team.