How Mortgage Companies Turn an Outdated Brand Touchpoint Into a Marketing Advantage

July 31, 2025

We salute you, marketing leaders in the mortgage industry. You work super hard trying to differentiate your brand from other lenders. You’re responsible for the customer journey, with a focus on making resources and educational content easily accessible to home buyers. You’re aligning with real estate agents, showing social proof, and always trying to make it easy for buyers, brokers, underwriters, or processors to contact you. Whew, that is A LOT.

Meanwhile you’re feeling the pressure to find new ways to promote your content, manage and scale multiple brands, discover new channels to promote campaigns, and keep branding consistent. And in today’s tough market, full of rate shoppers and fast decisions, even if you are doing all of these things right, the value your team brings still might get overlooked. That’s why it’s important to use every single opportunity and brand interaction to provide value, build trust, and win new business.

An Outdated, Often Overlooked Brand Touchpoint

For as long as we can remember, the business card has been a staple of professionalism in the mortgage industry. It’s how you introduce yourself, make a first impression, and leave something behind. And while it’s still a key brand touchpoint for companies and homebuyers alike, it hasn’t evolved alongside the industry itself.

Here’s the truth:

They get lost, forgotten, or damaged.
They could make you look outdated.
It’s hard to track their impact, so you don’t actually know if they’re driving business.
With job title changes, updated phone numbers, and branding updates, that stack of 1,000 cards quickly becomes a waste of time and money.

But what if a traditional business card could do more? What if it could tell your brand’s story and drive conversions? What if it could ensure every employee reinforces a consistent, high-quality brand experience?

Whether at an event, open house, in a meeting, or just following up, teams today are now taking an outdated, often overlooked business tactic and turning it into a strategic brand touchpoint.

Introducing: Digital Business Cards for Mortgage Brands

Opensense digital business cards make networking seamless and easy. It’s not just a replacement for paper – it’s a complete upgrade in how you and your team connect, follow up, and build relationships. Think of it as a modern, eco-friendly, and dynamic way to share your contact details while keeping your brand front and center. No reprints, no outdated info, no bad brand impressions, just a smarter way to connect.

Here’s why top lenders and mortgage companies use digital business cards today:

An easy win – With zero added effort, every in-person interaction is now an opportunity for brand differentiation, a good impression with home buyers, and standing out amongst the competition.
Another way to share helpful resources – Now it’s possible to include links to relevant tools and resources like a refinancing calculator, FAQs, ratings, reviews, or giveaways. All while enabling agents and brokers to be a trusted resource and accommodating buyers in all different stages and needs.
Consistent branding across their team – Everyone is working together to promote and unify one message.
Centralized management – Marketing, HR or IT can add, update, or remove employee business cards instantly to ensure brand consistency and avoid outdated information.
Easy contact saving – Buyers or other mortgage professionals can quickly scan the QR code and save contact information directly to their device.

Here are a few more features (and ideas) that teams now use to establish brand recognition, build trust, and drive business.

Branding and Design Options

Create digital cards using your email signature data, brand elements (logo, colors, etc.), and even a unique QR code.

Effortless Accessibility

Skip the URLs and browsers, just scan and share with ease via the share button, SMS, or email, perfect for networking at events or while on the move.

Perfectly Paired with Branded Email Signatures

Many lenders and mortgage brands today use Opensense to keep their team’s email signatures consistent and on-brand. And now they’re extending that same brand commitment outside of the inbox. The best part? You can easily translate your email signature data into beautifully branded digital business cards.

From email signatures to digital business cards, mortgage professionals can now elevate and unify their brand presence across every touchpoint. These simple, yet overlooked opportunities can work together to become a new marketing edge up on your competition.

It’s time to get strategic (and creative!) with every interaction your brand has with home buyers and other mortgage professionals. Learn more by requesting a demo or check out any of these resources below.