No admin team
Many independent brokers do not have someone dedicated to updating a CRM or chasing every inquiry.
Independent broker reality
When one broker handles everything, follow-up can slip fast.
Independent brokers juggle calls, documents, lender updates, realtor relationships, social leads, and existing clients. A lead can go cold simply because the next step was not visible.
Referrals need structure
Realtor and past-client referrals need fast, organized follow-up to protect trust.
Old leads get buried
A warm lead from last week can disappear under new calls, emails, and active files.
How Broker Relay helps
A practical workspace for broker-led follow-up.
Broker Relay helps independent brokers move from scattered notes to a clear daily workflow.
Capture
- Intake link
- Manual Add Lead
- Lead source field
- Notes
Organize
- Pipeline stage
- Lead priority
- Next follow-up date
- Calendar view
Respond
- AI summary
- Recommended next action
- SMS draft
- Email draft
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.
Best fit
For brokers who need follow-up help without enterprise software.
Broker Relay fits independent mortgage brokers who already have leads but need a better system for response speed, next steps, and consistent follow-up.
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
CRM for independent mortgage brokers questions
Is Broker Relay built for independent brokers?
Yes. The product is designed for solo brokers and small mortgage teams that need practical lead follow-up support.
Can I add leads from phone calls?
Yes. Manual Add Lead lets brokers enter calls, referrals, walk-ins, and social media conversations.
Can Broker Relay help with realtor referrals?
Yes. It can track lead source, notes, priority, and next follow-up for referral leads.
Does Broker Relay replace my LOS?
No. Broker Relay is a front-end lead follow-up CRM, not a loan origination system.
Can I start without setup help?
Yes. The workflow is intentionally simple and web-based.
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.