Mortgage - Referrals and connections made simple - CardTapp


Built for Mortgage Professionals

Being your customer’s lender for life is no longer a pipe dream! CardTapp is trusted by thousands of mortgage professionals to retain more customers, get more referrals, and grow their business. 

  • Better Customer Engagement: There’s no better way to make sure that your clients, prospects, and referral partners remember you than to have your face or logo on the device they look at every day — their phone!
  • Simple Referral Process: You capture the contact information of anyone who your app is shared with. Anyone can share your app and every share is tracked in your timeline so you can thank your most active referral partners!
  • Buyer-Readiness Insights: Every time a potential buyer is calculating a refinance or checking rates, you can use this information to tip off your realtor partners, be better informed when you follow up, and check in at the perfect time!
  • No Coding Required: It only takes 5 minutes to have your own personal mortgage app. Having trouble? Our support team is always here to help!

See what cardtapp can do for you.

Request a Demo

Never Miss Another Opportunity

CardTapp makes you less likely to miss opportunities for that coveted steady referral business. When you are working hard to grow your business, the loss of a referral is one you can’t afford.

Easily share what you know to grow your value through the channel that already captivates your prospects: mobile. Build strong relationships with your prospects and clients to become their most trusted advisor throughout the buying process.

Mortgage Tools

Easily publish mortgage rates, identify your prospects’ price sensitivity with loan calculators, and scan any documents needed during the loan process.


Make sure all of your marketing and client communications are in compliance. CardTapp works with the top mortgage companies and professionals to ensure they conform to all necessary regulations and requirements.


Take comfort in our industry-leading security practices across all our products and services. Your information is valuable and important. CardTapp protects the information of everyone involved: your prospects, clients, and referral partners information. Always.

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CardTapp has totally changed the way I connect with clients and real estate agents! It has put me ahead of everyone else in my market!

Kayla WhatleyUniversal Home Mortgage

Get Started Today and Grow Your Business.