Leads arrive from different places
Website forms, phone calls, referrals, texts, and social messages often create a messy intake process.
The follow-up gap
Mortgage companies lose opportunities when lead follow-up is scattered.
A mortgage company may receive inquiries from websites, calls, referral partners, realtor relationships, social media, past clients, and email. Without one simple follow-up system, leads can get buried before a broker or advisor responds.
Teams struggle to prioritize
Not every lead has the same urgency. Mortgage companies need a faster way to see which inquiries deserve attention first.
Generic CRMs get overbuilt
Broad sales CRMs can be powerful, but many small mortgage teams need a focused follow-up workflow instead of complex enterprise software.
How Broker Relay helps
A focused CRM workflow for mortgage companies, brokers, and small lending teams.
Broker Relay is designed around the practical daily work of mortgage lead follow-up: capture the inquiry, understand the lead, prioritize the next action, and prepare communication for broker review.
Capture mortgage inquiries
- Share one client intake link
- Collect contact information, city, mortgage goal, amount estimate, timeline, income range, and credit score range
- Add referral, phone, realtor partner, and walk-in leads manually
Prioritize follow-up
- See Hot, Warm, and Cold lead labels
- Review the follow-up priority percentage
- Track due follow-ups, status, source, and last contacted date
Respond faster
- Review AI lead summaries
- Use recommended next actions
- Copy broker-reviewed SMS drafts and open email drafts manually
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.
Who it fits
Best for mortgage companies that want a simpler follow-up layer.
Broker Relay is a fit for solo brokers, small mortgage teams, and mortgage companies that already receive inquiries but need a cleaner way to manage intake, prioritize leads, and follow up consistently. It is not intended to replace underwriting systems, loan origination systems, compliance review, or licensed broker judgment.
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 mortgage companies FAQ
What is a CRM for mortgage companies?
A CRM for mortgage companies helps organize borrower inquiries, track lead status, manage follow-up, store notes, and keep the team focused on the next action. Broker Relay focuses specifically on intake and follow-up rather than full loan origination.
How is Broker Relay different from a generic CRM?
Generic CRMs are built for many industries. Broker Relay is focused on mortgage lead follow-up, intake links, priority scoring, AI summaries, and broker-reviewed SMS and email drafts.
Can mortgage companies use AI in a CRM?
AI can help summarize intake details and prepare communication drafts, but mortgage professionals should review all AI-generated content before sending. Broker Relay keeps the broker or advisor in control.
Does Broker Relay approve or decline mortgage applications?
No. Broker Relay does not approve, decline, underwrite, qualify, pre-approve, guarantee, or make mortgage decisions.
Does Broker Relay perform credit checks?
No. Broker Relay intake forms do not perform credit checks and do not affect a client’s credit score.
Is Broker Relay useful for small mortgage teams?
Yes. Broker Relay is designed to be simple enough for solo brokers and small teams that want a focused follow-up system without an overcomplicated enterprise CRM.
Can referral and phone leads be added manually?
Yes. Brokers can manually add referral leads, realtor partner leads, phone calls, walk-ins, and conversations that did not come through the public intake form.
How much does Broker Relay cost?
Broker Relay offers a free trial, then $99/month or $999/year, with no setup fee.
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.