Daily-use CRM
One workspace brokers can keep open every day.
New leads, priority score, notes, status, SMS drafts, and email drafts in one focused dashboard.
Plug and play
Share the intake link and start capturing inquiries.
Use it on a website, email signature, Instagram bio, text reply, or realtor referral workflow. No complicated setup.
Simple pricing
Affordable enough for solo brokers.
Start with a 7-day free trial. Then $99/month or $999/year. No setup fee, no enterprise contract.
Mobile summary
The CRM brokers can actually use daily.
One intake link, one lead inbox, AI summaries, priority scores, and broker-reviewed SMS/email drafts. No setup fee.
What it helps with
- Capture mortgage inquiries
- Spot urgent leads faster
- Prepare follow-up drafts
Simple workflow
Intake → AI summary → Priority score → Broker reviews and follows up.
Built for daily broker follow-up
Plug-and-play intake link
No setup fee
Broker-reviewed AI drafts
The real problem
The issue is not always getting the lead. It is having a simple system brokers actually use every day.
Mortgage inquiries arrive from different places. Broker Relay gives brokers one clean place to capture, review, prioritize, and follow up.
Inquiry arrives
A prospect comes in through a form, text, referral, call, website, or social media.
Details scatter
Contact info, timeline, notes, and follow-up status end up in different places.
Follow-up slows
The client waits, urgency drops, and another broker can respond first.
Before Broker Relay
Scattered lead follow-up
- Leads spread across calls, texts, forms, and referrals
- Manual notes get messy
- First response takes too long
- Hot leads are easy to miss
After Broker Relay
A clear follow-up command center
- Every inquiry lands in one dashboard
- AI summarizes the lead
- Priority score shows who needs attention
- SMS/email drafts are ready for broker review
Simple workflow
From inquiry to reviewed follow-up in four steps.
Share intake link
Add your Broker Relay intake link to your email signature, website, texts, or social profiles.
Client submits inquiry
The client fills out mortgage goal, timeline, budget estimate, income range, credit range, and message.
Broker Relay organizes it
The dashboard shows priority score, summary, next action, SMS draft, and email draft.
Broker reviews and follows up
The broker stays in control and sends the final message manually.
Interactive product preview
Click through the daily Broker Relay workflow.
See how a mortgage inquiry moves from intake to priority review to broker-reviewed follow-up drafts.Step 1
Client intake link
Mortgage broker intakeNo credit check
Start your mortgage inquiry
Private intake form for each broker account.
Full nameJane Miller
Mortgage goalPre-approval
CitySurrey, BC
Timeline0–3 months
What the broker gets
Full nameMortgage goalCityTimelineConsent
Built for broker follow-up
Built for mortgage broker follow-up, not loan approval automation.
Capture inquiries from one clean link
Give clients a simple intake form that can be shared in email signatures, websites, text replies, or social profiles.
Understand the lead in seconds
Broker Relay turns intake details into a short broker-friendly summary.
Know who needs attention first
The Lead Follow-Up Priority Score helps brokers spot urgent and complete inquiries faster.
Reply without starting from scratch
Broker-reviewed SMS and email drafts are prepared so follow-up is faster.
Keep every lead moving
Track each inquiry through New Lead, Contacted, Follow-Up Needed, Booked, Closed, or Lost.
Add referrals and phone calls manually
Not every lead starts online. Brokers can add manual leads from referrals, calls, realtor partners, and conversations.
Simple pricing
Start with a 7-day free trial.
$99/month.
No setup fee. No complicated onboarding. Yearly option: $999/year. Save $189/year compared with monthly billing.
Client intake linkPrivate broker dashboardLead Follow-Up Priority ScoreAI summarySMS/email draftsNo setup feeManual Add LeadNotes and pipeline tracking
Broker-reviewed only
Follow-up assistance, not mortgage approval software.
Broker Relay does not approve applications, decline clients, underwrite loans, perform credit checks, or provide mortgage advice. It helps brokers organize inquiries and prepare follow-up drafts for broker review.
FAQ
Straight answers for mortgage brokers.
Is Broker Relay a mortgage CRM?
Yes. Broker Relay is a simple mortgage broker follow-up CRM for intake, lead organization, notes, priority scoring, and broker-reviewed drafts.
Does Broker Relay approve applications?
No. Broker Relay does not approve, decline, underwrite, or guarantee mortgage applications.
Does Broker Relay perform credit checks?
No. Broker Relay intake forms do not perform credit checks and do not affect a client’s credit score.
Can brokers review messages first?
Yes. SMS and email drafts are prepared for broker review. The broker decides what to send.
Is there a setup fee?
No. Broker Relay has no setup fee and is designed to be plug-and-play for solo brokers and small teams.
Who is it built for?
Broker Relay is built for mortgage brokers, solo brokers, and small mortgage teams that need faster, simpler follow-up.
Built for speed, not complexity
Start using a mortgage CRM that fits daily broker work.
Start with a 7-day free trial, share your intake link, and see how Broker Relay organizes inquiries, prioritizes follow-up, and prepares broker-reviewed drafts.