Raw messages take time
Client messages can be vague or incomplete, especially early in the conversation.
The bottleneck
Brokers spend too much time turning raw inquiries into useful follow-up.
A new mortgage inquiry usually needs review, interpretation, prioritization, and a first response. AI can help prepare that first pass without replacing the broker.
Follow-up needs structure
A useful first response should reference the client’s goal, timing, and next step.
AI must stay controlled
Mortgage communication should stay broker-reviewed and avoid implying approval or advice.
How Broker Relay uses AI
AI support where it helps most: summaries, scoring, and drafts.
Broker Relay uses AI to reduce repetitive writing and review work while keeping the broker responsible for final communication.
Summaries
- Lead intent
- Mortgage goal
- Timeline and location
- Important client notes
Scoring
- Follow-up priority label
- Percentage score
- Reason for score
- Suggested next action
Drafts
- SMS draft
- Email subject
- Email body
- Broker review before sending
Important compliance note
Broker Relay helps with intake, organization, follow-up priority, summaries, and broker-reviewed drafts. It does not approve or decline mortgage applications, underwrite loans, perform credit checks, or provide mortgage advice.
Important boundary
AI assists the broker; it does not act as the broker.
Broker Relay does not provide mortgage advice, make underwriting decisions, approve clients, decline clients, or perform credit checks. It helps brokers work faster inside a controlled follow-up workflow.
Simple pricing
Start with a 7-day free trial. Then $99/month or $999/year.
The yearly plan saves $189/year compared with monthly billing. No setup fee.
FAQ
AI follow-up questions
How does AI help mortgage brokers?
AI can help summarize inquiries, suggest next actions, score follow-up priority, and prepare draft messages.
Does Broker Relay auto-send AI messages?
No. Broker Relay prepares drafts for broker review. The broker decides what to send.
Can AI approve a mortgage?
No. Broker Relay does not approve, decline, underwrite, or guarantee mortgage applications.
Can drafts include the broker’s booking link?
Yes. When the broker adds a booking link in settings, drafts can reference it for easier scheduling.
Is Broker Relay meant for large enterprise teams?
V1 is mainly built for solo mortgage brokers and small broker teams that need a simple daily follow-up system.
Start simple
Use one intake link and one broker dashboard before more leads go cold.
Broker Relay is built for brokers who want a practical follow-up system they can actually use every day.