Lead Management
What Is a Mortgage Lead Follow-Up Priority Score?
A lead follow-up priority score helps brokers quickly see which mortgage inquiries deserve attention first.
5 min read · Broker Relay resource
It is not an approval score
A follow-up priority score should not mean the client is approved, qualified, or likely to get a mortgage.
It should mean the lead is urgent, complete, and follow-up-worthy based on the information submitted.
What can affect priority
- Timeline
- Mortgage goal
- Completeness of contact information
- Estimated amount or budget
- City or location
- Clarity of the client message
- Follow-up readiness
Why brokers need it
When a broker has many leads, not every inquiry should be treated the same. Priority scoring helps brokers decide what to handle first.
It also helps avoid missing strong leads buried in the dashboard.
How Broker Relay uses it
Broker Relay shows a Lead Follow-Up Priority Score such as Hot, Warm, or Cold with a percentage and reason. The score is about follow-up urgency, not mortgage approval.
Broker Relay
Use Broker Relay to quickly identify which leads need attention first.
Broker Relay helps mortgage brokers capture inquiries, prioritize hot leads, and prepare broker-reviewed SMS/email drafts before prospects go cold.
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