BrokerRelay for mortgage brokers
Mortgage lead follow-up, organized in one simple CRM.
BrokerRelay is a simple mortgage CRM built to help brokers capture, organize, and follow up with leads faster - without replacing the broker's judgment.
Start with a 7-day free trial. Then $99/month. Applicable taxes may be calculated at checkout. Manual broker review before anything is sent.
Lead Follow-Up DashboardHot - 87%
42Total Leads
9Hot Leads
6Booked
Sarah MorganPre-approval - Burnaby - 0-3 months
New LeadRecommended Next Action
Call Sarah today and send the booking link after reviewing her inquiry.
The problem
Most mortgage leads go cold because follow-up is too slow.
Brokers forget who needs follow-up
Notes, drafts, and statuses get scattered
Hot leads are not always obvious
The solution
BrokerRelay keeps every lead organized from intake to follow-up.
The score is not mortgage approval probability. It only shows how urgent, complete, and follow-up-worthy a lead is.
Broker-specific intake link
Lead Follow-Up Priority Score
AI lead summaries
SMS and email draft generation
Simple CRM pipeline
Manual Add Lead option
Broker workflow
How the broker workflow works
Lead submits inquiry or broker manually adds lead
BrokerRelay organizes the lead details
Lead receives Hot/Warm/Cold Follow-Up Priority Score
Broker reviews AI summary and suggested next action
Broker copies/reviews SMS or email draft
Broker updates pipeline status
Simple pricing
Simple pricing for solo brokers and small teams.
Start with a 7-day free trial.Then $99/month.
Applicable taxes may be calculated at checkout. No complicated setup. No auto-sending messages. Broker stays in control.
Book Your DemoBook your BrokerRelay demo
See the intake link, lead dashboard, AI summary, follow-up drafts, and broker workflow in action.
BrokerRelay is now available for mortgage brokers who want a simpler way to manage lead follow-up. It does not approve, decline, or underwrite mortgage applications.