A Floating You, on Every Page

Picture your best referral partner's website, or your own bio page, or a blog post a past client just landed on. Your name might be on it — but there's no you on it. Nothing that says who you are, why you're trusted, and what to do next. A Conversion Card puts exactly that in the corner of the page and keeps it there: a floating, personal, review-backed version of you that follows the visitor and gives them every next step in one place. It's the most personal conversion point you can put on a page — and it works on pages you don't even own.

The card, layer by layer

A Conversion Card isn't a static badge — it's a small, three-stage experience the visitor can go as deep into as they want.

Up to three actions — and you can mix them

The conversion levers are the card's action buttons: up to three per card, each pointing wherever you need. One button can open a rebel Ai lead form in a lightbox — with the lead attributed straight back to the card and into your CRM — while another points at any URL at all. So a single card can offer, side by side:

• "Get Pre-Approved" — opens your lead form in a lightbox, right on the page
• "Book a Call" — links to your scheduling tool (Calendly, Acuity, or any booking link)
• "Start Your Application" — points at your loan application or online 1003
• Or a calculator, a landing page, or any other destination — every button is either a linked form or any URL you choose

That's the difference between a contact widget and a conversion widget: the card doesn't just show who you are, it gives the visitor every way to act on it, in the moment they're already paying attention.

Auto-generated from your profile — and made for partner sites

You don't build a Conversion Card from scratch. Generate one from a loan officer's profile in a single step and it pulls the photo, brand color, contact details, and reviews automatically — then customize the theme, fields, drawer content, and buttons however you like. That one-step creation is what makes cards a natural fit for the Agent SWOT play: when you build a co-branded system for a real estate partner, a Conversion Card puts you — the financing partner — in the corner of every page of the agent's site, with your reviews, your video, and your "Get Pre-Approved" button following their visitors down the page.

Embed anywhere, and measure everything

Copy one snippet and paste it into any site — WordPress, Wix, Squarespace, Shopify, Webflow, Google Tag Manager, or raw HTML. Target it to specific pages with URL rules, and set how it behaves on mobile. Then watch the funnel: every card tracks impressions (how many saw it), expands (how many opened it), expand rate, and clicks — so you know which placements earn attention and which actions get taken.

Part of the Conversion Widgets pair

A Conversion Card is the personal, relationship-driven entry point to conversion; the Button Builder is the universal one. Both are Conversion Widgets — the surfaces that turn any page into a lead source — launching the forms and calculators that capture, all reporting into the same CRM with AI scoring and speed-to-lead follow-up.