Digital mortgage software built for loan originators

Discover, engage and convert your best borrowers. Be found by prospects, clients, and referral partners.

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Build engaging borrower experiences without coding

Personalized Mobile Apps for Loan Officers

Create the most intuitive borrower experiences

Built for Scale

50M

More than 50 million prospect, borrower, and referral partner interactions with Cardtapp.

3M

Our mobile applications have been shared more than 3 million times

One Platform With Endless Possibilities

START BY BUILDING YOUR MOBILE APP

Customer engagement at the speed of mobile

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  • Personalized, web based mobile application. Branded to the organization and loan officers

  • Simple and easy to use. Built in share functionality enables a powerful referral engine.

  • Useful tools at the ready (e.g. calculators, search, etc.)

  • Every Prospect action is captured and drives real-time notifications

DISTRIBUTING YOUR MOBILE APP

Omnichannel marketing and distribution of your mobile app

Interactively procrastinate high-payoff content without backward-compatible data. Completely iterate covalent strategic theme areas via accurate e-markets.

One-to-One Share

The app can be shared by the Loan Officer, past borrower, referral partner, or prospect by using the mobile interface.

Text keyword

Loan Officers can share their unique SMS auto-response keyword that, when texted, will return a link to install the mobile app.

Marketing flyer

Access pre-built marketing flyers that include a text keyword, QR code, and benefits to installing the mobile app.

CRM integration

Initiate app shares via integration. Whenever a new contact is added to your CRM, you can automatically share your app via text.

BORROWERS ENGAGE WITH YOUR APP

BORROWERS ENGAGE WITH YOUR APP

Streamline borrower requests

Stay connected with contacts and provide a simple way for borrowers to access a wealth of information, calculators, and more.

  • Prospects can quickly submit a pre-qualification request

  • Loan Officers are instantly notified of new inquiries

  • Follow-up with the prospective borrower from a mobile or desktop user interface

BORROWERS ENGAGE WITH YOUR APP

Streamline borrower requests

Stay connected with contacts and provide a simple way for borrowers to access a wealth of information, calculators, and more.

  • Prospects can quickly submit a pre-qualification request

  • Loan Officers are instantly notified of new inquiries

  • Follow-up with the prospective borrower from a mobile or desktop user interface

BORROWERS ENGAGE WITH YOUR APP

BORROWERS ENGAGE WITH YOUR APP

Prospective borrowers have access to rich mortgage calculators

ACTIONABLE ENGAGEMENT INSIGHTS

Actionable engagement insights for prospect follow-up

Get real-time engagement insights as prospects, clients, and referral partners engage with your content and collateral.

PROACTIVE FOLLOW-UP BASED ON ENGAGEMENT

Text messaging for better borrower engagement

Engage your customers and prospects in an easy, convenient and effective way with one-to-one and one-to-many texting. to anyone, anytime. Send text messages from your computer or mobile phone in minutes. Track replies and link conversations together for fast follow-up.

One-to-many text messaging

Send bulk text messaging campaigns to all users who have registered

Dynamic fields for personalization

Create tailored and personalized messages at scale and manage responses one-to-one

Pre-built campaign message templates

Access controls provide limited, pre-approved templates and/or free form messaging capabilities

Manage text message communication with ease

Cardtapp is the easiest, most powerful way to reach your contacts. Send mass text messages to your customers or prospects, reach out to referral partners, or send a personalized 1-to-1 message, all on the same platform. Manage all of your text message communication from a consolidated dashboard.

View pricing plans

Text message keyword with automated lead capture

You get a unique keyword or text word that prospects can text to a short code number to trigger an autoresponder text message, instantly delivering your tools & resources.

  • Get a personalized text keyword for contacts to install your app

  • Capture leads and contacts from presentations with your keyword
  • Use your text keyword as a digital leave behind for prospects

Easily sync contacts to your existing systems

  • Eliminate manual data entry & increase sales productivity

  • Put an end to lead management chaos
  • Monitor, manage, and integrate your contact data

Manage your loan pipeline with ease

  • Put an end to lead management chaos
  • Monitor, manage, and integrate your contact data

  • Gain more insight into how prospects & clients engage

  • Reduce the cost of carrying out manual tasks with automation

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Essentials

$59

per month (per license)

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All the Cardtapp essentials to get started with the platform

What’s Included
  • Customizable mobile app
  • Lead management dashboard
  • Real-time engagement notifications
  • Analytics & interaction insights
  • Scheduling software
  • Contact scoring
  • Pre-built marketing flyer
  • Text message keyword
  • Unlimited co-branding
Text Messaging Suite
  • Two-way text messaging

  • Send bulk text messages

  • Business line phone number

  • Schedule text messages

  • Build and send text messages using templates

Integrations
  • Included CRM Integrations:
    Big Purple Dot, Constant Contact, Encompass CRM, Infusionsoft, Jungo, Salesforce, SugarCRM, Surefire CRM by TopOfMind, Top Producer, TotalExpert, Unify CRM, Usherpa, Velocify

  • Automatic lead sync
Advanced Integrations
  • Two-way lead integration
  • Automated app distribution via CRM

  • Advanced field mapping
  • Custom workflows & logic
Management & Administration
  • Manager analytics dashboard
  • User roles & permissions
  • Custom templates & access controls

MOST POPULAR

Professional

$79

per month (per license)

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For individuals looking for advanced functionality including omni-channel marketing

What’s Included
  • Customizable mobile app
  • Lead management dashboard
  • Real-time engagement notifications
  • Analytics & interaction insights
  • Scheduling software
  • Contact scoring
  • Pre-built marketing flyer
  • Text message keyword
  • Unlimited co-branding
Text Messaging Suite
  • Two-way text messaging
  • Send bulk text messages
  • Business line phone number
  • Schedule text messages
  • Build and send text messages using templates
Integrations
  • Included CRM Integrations:
    Big Purple Dot, Constant Contact, Encompass CRM, Infusionsoft, Jungo, Salesforce, SugarCRM, Surefire CRM by TopOfMind, Top Producer, TotalExpert, Unify CRM, Usherpa, Velocify
  • Automatic lead sync
Advanced Integrations
  • Two-way lead integration
  • Automated app distribution via CRM

  • Advanced field mapping
  • Custom workflows & logic
Management & Administration
  • Manager analytics dashboard
  • User roles & permissions
  • Custom templates & access controls

Trusted by leading organizations

“I love Cardtapp! It has totally changed the way I connect with clients and real estate agents! It’s what puts me ahead.”

Kayla W.

Mortgage Loan Officer • Shreveport, LA

“It sets me apart in the mortgage industry. Sharing with customers and referral partners gives me an extra edge to win business.”

Stephen M.

Loan Officer • Toledo, OH

“It’s a great conversation starter with prospects and partners. It has that modern “wow” factor! I can not get enough of it!”

Carson V.

Sales • Austin, TX

The most powerful sales and marketing solution

Makes it easier for you to reach more prospects and convert more leads into sales.

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