Meet Your New Assistants
CardTapp delivers a suite of digital assistants to help you engage with prospective borrowers more effectively, manage the referral process, and capture more leads from events
Hey, meet your new assistants
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Our Customers
Meet Your Assistant
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Referral Assistant
Referral Assistant
For loan officers focused on better referral relationships and maximizing referrals
For loan officers focused on better referral relationships and driving home buyer referral leads.
Skills
- Simple, consistent, referral capture and management
- Instant prospect engagement and communication
- Captures detailed notes for each prospect referred by a realtor
Benefits
- RESPA Compliant Co-Branding for more referrals
- Superior experience for realtor referral partners
- Easy Access to prospective borrowers
Trusted by the world’s most innovative businesses – big and small
Borrower Assistant
For Loan Officers who are looking to save time while providing a superior prospective borrower experience
Event Assistant
For Loan Officers who are doing first time home buyer seminars and/or presentations to realtor offices
Event Assistant
For Loan Officers who want to capture more leads from first time home buyer seminars and/or presentations at realtor offices
Skills
- High volume lead capture for events and social media
- Instant data transfer to your CRM or Marketing Automation
Benefits
- Easy lead capture at realtor events, first-time home buyer seminars, and group presentations
- Eliminate manual data entry or sign-in sheets
- Easy to maximize the value of your events
Borrower Assistant
For Loan Officers looking to provide a superior prospective borrower experience, drive better interactions, and get more prospects to turn into deals
Skills
- Prospective borrowers can conduct mortgage calculations - powered by MGIC
- Instant access to rate trends for prospects from Freddie Mac
- Rich tool integrations for borrowers during the loan process
Benefits
- Save time by eliminating payment calculation estimates
- Real-time notifications of prospective borrower interactions
- Simple qualification of prospective borrowers
Referral Assistant
For loan officers focused on better referral relationships and maximizing referrals
Borrower Assistant
For Loan Officers who are looking to save time while providing a superior prospective borrower experience
Event Assistant
For Loan Officers who are doing first time home buyer seminars and/or presentations to realtor offices