Capture
Give prospects one clean intake link and add manual leads from referrals, calls, and conversations.
About BrokerRelay
Built to stop mortgage leads from getting buried.
BrokerRelay is a simple mortgage CRM and AI follow-up assistant built for mortgage brokers who need a faster, cleaner way to capture inquiries, organize leads, and prepare broker-reviewed follow-up drafts.
What BrokerRelay is
A focused follow-up workspace.
One intake link. One private broker dashboard. Lead priority scoring. AI summaries. SMS and email drafts the broker reviews before sending.
Why it exists
Most brokers do not lose leads because they are bad at their job. They lose leads because follow-up gets scattered.
Mortgage inquiries come from websites, calls, texts, referrals, realtor partners, social media, and past clients. Without a simple system, useful details end up spread across inboxes, spreadsheets, notes, and phone threads. BrokerRelay was built to make the follow-up side easier to manage.
Prioritize
See which leads need attention first using follow-up priority labels and scores.
Respond
Review AI summaries, recommended next actions, and broker-reviewed SMS/email drafts before following up.
What we believe
Software should support the broker, not replace them.
BrokerRelay is built around broker control. It helps organize information and prepare drafts, but the broker still reviews the lead, decides what to say, and manages the client relationship.
What it does not do
No mortgage decisions. No credit checks. No underwriting.
BrokerRelay 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.
Built for daily broker work
Try BrokerRelay with your next mortgage inquiry.
Start with a free trial, share your intake link, and see how BrokerRelay helps organize leads, prioritize follow-up, and prepare broker-reviewed drafts.