Keep pre-approval follow-up organized
When a buyer submits their details, the built-in CRM can save the contact with source context, notes and a reminder for your follow-up process.
Explore the built-in CRMFor mortgage brokers
Digital business cards for mortgage brokers
Meet a buyer at an open house or a realtor over coffee, tap once, and your smart profile opens on their phone - your rates, booking link, and contact details - while every pre-approval lead lands in your CRM with the referral source attached.
Mortgage brokers live on speed and referrals - the fastest callback wins the pre-approval, and realtor partners send the deals. Anexus Connect is the smart business card platform that turns an introduction into a captured, CRM-ready lead. Share a polished profile with your rates, licence, reviews, and booking link - no app for the person you meet - and every buyer from an open house, client meeting, or referral partner lands in your built-in CRM, tagged with where they came from. Update your rates once and every card you've handed out shows today's numbers. It's free to start; PRO is an optional upgrade for AI follow-ups, deeper analytics, and CRM sync.
Turn 'let's talk numbers' into a booked application
Nobody signs a mortgage at an open house; the file goes to whoever gets the application booked first. The Book a meeting button on your profile lets a buyer pick an application or rate review while the conversation is still warm, with no email tag. They pick a slot you've opened, and it's confirmed before they leave the open house.
How booking worksStay in your referral partners' pocket
Buyers shop rates for weeks, and agents refer the broker they remember. An Apple Wallet or Google Wallet pass keeps your card, rates, and booking link on their phone - so when a realtor meets a buyer, or a client is finally ready to move, you're still one tap away, months after you met.
See the Wallet passA card that works the open house
The bank branch down the street hands out paper. A laser-engraved metal card the buyer can't throw away, plus a profile showing your licence and reviews make a credible first impression at an open house or client meeting, and a QR backup means anyone can reach you even without NFC.
See the cardsFrequently asked
Can I show my current rates on my profile and update them fast?
Yes. Your profile holds your rates, programs, licence, reviews, and booking link in one place. Because it's live, you update your rates once and every card you've handed out shows the current numbers - no reprinting. The link never changes, so a card you gave out months ago still opens today's rates.
Does the person I tap need an app?
No. Tapping your card or scanning your QR code opens your profile in any phone's browser - no app, download, or account on their end. It works on both iPhone and Android, so a buyer at an open house sees your rates and saves your details in seconds.
Is it Canadian, and can I show my broker licence?
Yes. Anexus Connect is Canadian-first, with CAD pricing and tracked Canadian shipping at a flat $9.99. You can display your broker licence, brokerage, and disclosures on your profile and update them any time. The leads you capture stay in your account, and you control what each contact sees.
Can captured leads sync to my CRM?
Yes, with PRO. Captured contacts sync natively to 10 CRMs - HubSpot, Salesforce, Pipedrive, Zoho, monday.com, Freshsales, Copper, Apollo, ActiveCampaign, and Close. On the free Basic plan, every buyer and referral is still captured in the built-in CRM with notes, tags, source, and reminders, so nothing slips.
Is it free, and what does a card cost?
The Basic plan is free at $0 - a smart profile, NFC/QR/link sharing, an Apple Wallet pass (free with any Anexus card, otherwise a one-time $1.99), appointment booking, and lead capture, with no credit card to start. PRO is about $6.99 CAD/month or $59.99/year for AI follow-ups, deeper analytics, and CRM sync. Cards are a one-time purchase in CAD: Metal Black or Stainless Steel at $59.99, or the Phone Tap sticker at $24.99.