Broker Relay demo

See how Broker Relay keeps mortgage leads moving.

Book a focused demo of the mortgage CRM built for lead intake, AI follow-up drafts, email marketing campaigns, broker insights, and pipeline tracking.

Choose a Demo Time Email Questions

Demo walkthrough

Intake, sales pipeline, and follow-up queue

See how Broker Relay captures mortgage leads, moves them through the pipeline, and keeps urgent follow-ups visible.

Time

15–20 minutes

See AI SMS/email drafts, email marketing, broker insights, and campaign tracking without a long sales pitch.

What you will see

A practical CRM walkthrough, not a sales lecture.

See how a mortgage broker can capture leads, prioritize urgent inquiries, launch email campaigns, review AI-assisted drafts, and keep follow-ups visible from one workspace.

Capture

Intake links, QR-ready forms, referrals, missed calls, and manual lead entry.

Prioritize

Hot, warm, and cold lead scoring so the right clients get attention first.

Nurture

Built-in email marketing for new leads, renewals, past clients, and cold leads.

Follow up

AI SMS/email drafts, next follow-up dates, pipeline stages, and broker insights.

Prefer to send a message?

Ask about Broker Relay.

Email info@brokerrelaycrm.com or send a question about pricing, features, email marketing, onboarding, or whether Broker Relay fits your brokerage workflow.