For mortgage brokers

Digital business cards for mortgage brokers

Meet a buyer at an open house or a realtor over coffee, tap once, and your live 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 one tap 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 mini 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.

Follow up before the rate lock slips

A pre-approval is time-sensitive, and the fastest broker wins the file. Every tap drops the buyer into your mini CRM with source attribution, notes, and a reminder - so you follow up on the pre-approval while rates and motivation are still fresh, and you know exactly which realtor or client sent them.

Explore the mini CRM

Turn 'let's talk numbers' into a booked application

Mortgage decisions rarely close on the spot - the win is the next meeting. A Book a meeting button on your profile lets a buyer schedule 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 works

Stay 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 pass

A card that works the open house

You're competing with the bank branch down the street. A premium laser-engraved metal card - Metal Black or Stainless Steel - and a polished 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 cards

Frequently 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 mini 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 live 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 (3 months free with any card, ends September 30, 2026) 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.

Turn your next open house into your next pre-approval

Start free with a digital business card built for mortgage brokers, then add a premium engraved card for your next open house or client meeting. Buy any card and get 3 months of PRO free. Offer ends September 30, 2026.