Simple lead capture
Use one clean intake link and manual lead entry to keep new inquiries, referrals, and client conversations in one place.
About Broker Relay
Built for mortgage brokers who need a simpler way to manage leads.
Most CRMs are built for large sales teams, not the day-to-day reality of mortgage brokers. Broker Relay gives mortgage professionals a focused, easy-to-use workspace to capture inquiries, organize follow-up, and move more leads toward real conversations.
Why Broker Relay fits
Everything a mortgage broker needs to stay on top of leads.
Lead intake, pipeline tracking, follow-up priority, AI summaries, and SMS/email drafts in one simple workspace — without the weight of a bloated enterprise CRM.
Why it exists
Mortgage brokers do not need more complicated software. They need a cleaner way to follow up.
Mortgage leads can come from calls, websites, referrals, realtor partners, social media, past clients, and quick conversations. The problem is not always getting leads — it is keeping every lead organized, knowing who needs follow-up, and responding before the opportunity goes cold.
Clear follow-up focus
See which leads need attention first with pipeline stages, priority labels, follow-up dates, and organized lead details.
Faster responses
Use AI summaries, recommended next actions, and broker-reviewed SMS/email drafts to respond faster while staying in control.
Built differently
Not a bloated CRM. A practical broker workspace.
Many CRMs are overloaded with features mortgage brokers do not use every day. Broker Relay focuses on what matters most: capturing leads, tracking conversations, prioritizing follow-up, and helping brokers stay consistent without making the workflow complicated.
Broker-controlled
AI helps prepare. The broker stays in control.
Broker Relay can help summarize lead details and prepare follow-up drafts, but the mortgage broker reviews every message, manages the relationship, and makes the professional judgment. It is built to support the broker — not replace them.
Who it is for
Independent and small-team mortgage brokers.
Broker Relay is designed for mortgage professionals who want a clean follow-up system without paying for or learning a heavy enterprise platform. It is simple enough to use daily and focused enough to keep lead follow-up from falling through the cracks.
What it does not do
No mortgage decisions. No underwriting. No credit checks.
Broker Relay does not approve, decline, qualify, pre-approve, underwrite, check credit, or provide mortgage advice. It is a CRM and follow-up assistant for broker-reviewed communication and lead organization.
Built for daily mortgage follow-up
Streamline your leads and close more opportunities.
Start with a free trial, add your next mortgage inquiry, and see how Broker Relay helps organize your pipeline, prioritize follow-up, and prepare broker-reviewed drafts without adding unnecessary complexity.