Mortgage work arrives by referral and moves fast. Your card has to survive being forwarded from an estate agent to a buyer, and still be reachable six months later when they're ready.
Brokers and loan officers get most of their business through people who are not their clients — estate agents, solicitors, accountants, past borrowers. That means the card's real job is to forward well: open cleanly in a message, show your credentials to a stranger, and make starting an application obvious.
The timing problem is the other half. Someone meets you months before they buy. A paper card does not survive that gap; a saved contact with a working link does — and if your rates, lenders or phone number changed in between, the link still shows the current version.
Licensing details belong on it. Registration or licence numbers are commonly required in broker communications, and putting them on the card means they travel with every share. Follow your own regulator's rules on exactly what must be displayed.
Your name and firm, your licence or registration number if your regulator requires it in communications, the kinds of lending you arrange, a direct contact route and a link to start an application or book a first call. Check your own regulator's rules on required disclosures.
Because most of your business is forwarded by someone else and often acted on months later. A link opens cleanly in a message, shows your credentials to someone who has never met you, and still works when your number, firm or product range has changed since.
Yes — add them as fields or links on the card, and edit them whenever your panel changes without reprinting anything.
Yes. The free plan includes one digital business card, a QR code and sharing link, your profile, links and socials, an Apple and Google Wallet pass, and unlimited edits — free forever, no credit card. Free cards carry a small CompanyCard credit; removing it is part of Pro.
Free forever, no credit card, and your link never changes.