For financial advisors
A credentialed card for every seminar, referral, and annual review.
Prospects meet you at a seminar, a referral lunch, or a client review — and then the paper card sits in a wallet until it's thrown out. An mcard turns that same moment into a captured lead, with your credentials and disclosures shown exactly the way you set them, updated the instant your firm or designations change.
One card live free · $99/year for lead capture and every card · teams per seat
Renee Caldwell
Senior Mortgage Broker · NMLS #1184320
Catalina Home Lending
Purchase, refi, VA, FHA, and jumbo — shopped across 40+ lenders so you don't have to. Fast pre-approvals and on-time closings across Austin and all of Texas.
The difference
Paper vs. an mcard.
A card that can't show your credentials or disclosures the way you need them
Every field is yours to set — firm, CRD/CFP, disclosures — nothing auto-generated
A seminar sign-in sheet nobody ever gets around to entering into the CRM
A lead form catches attendee details straight into your inbox
Reprinting cards after every firm move, licensing update, or title change
Edit once — the same QR on your seminar flyer still opens the current version
Where it earns its keep
Built for how you actually work.
Seminars & workshops
Run the kiosk view at the sign-in table — attendees scan to save your card and leave their details in the lead form before they sit down.
Referral partners
Share your card on the spot with the CPAs, attorneys, and estate planners you trade referrals with — they save you in one tap, or exchange cards if they're on mcard too.
Annual reviews
Send the same card link at every review meeting — it's always current, so a client never has an old number or firm name on file.
Credential-controlled branding
Add your firm, designations, headshot, and disclosures in sections you set yourself, and update any of it without reprinting a thing.
What's included
One price. Everything included.
Lead capture
A public form drops name, email, and message straight into your inbox with email alerts.
Share any way
Public link, QR, vCard, an NFC tag you program with your link, or the kiosk view for events. No app for anyone.
Analytics
Views, taps, plays, and geography per card — see what's landing.
Always current
Edit once and everyone you've shared with sees the latest. No reprints.
Questions
Can I display my credentials and disclosures?
Yes — add them to your About section or as Action buttons. Every field is one you fill in yourself, nothing is auto-generated.
Can it capture leads from a seminar or workshop?
Yes — the lead form drops attendee details straight into your inbox with an email alert, and the kiosk view turns a sign-in table into a scan-to-save station.
Will it work for referral partners as well as clients?
Yes — a referral partner saves your card in one tap from a link or QR (or, if they're on mcard too, you exchange cards), and your analytics show how often your card is viewed.
For financial advisors
Make the card. Publish when you're proud of it.
No credit card to start · one card live free