Straight answers before brokers start using Broker Relay.

Broker Relay is a simple mortgage CRM and AI follow-up assistant for mortgage brokers. It helps brokers capture inquiries, organize leads, prioritize follow-up, and prepare broker-reviewed SMS and email drafts.

Broker Relay is built for mortgage brokers, solo brokers, and small mortgage teams that want a cleaner way to manage lead follow-up without using an overcomplicated enterprise CRM.

Yes. Broker Relay is built for mortgage brokers who want a simple daily follow-up system, not a complicated CRM that takes weeks to configure.

No. Broker Relay is focused on mortgage lead intake, follow-up, summaries, priority scoring, notes, and draft preparation. It is designed to stay simple and practical.

The best mortgage CRM for a Canadian broker depends on workflow, team size, and follow-up needs. Broker Relay is designed for solo mortgage brokers and small broker teams that want simple lead intake, follow-up reminders, pipeline visibility, and broker-reviewed message drafts instead of a heavy enterprise CRM.

No. Broker Relay is not a lead generation platform. It helps mortgage brokers organize and follow up with leads they already receive from referrals, forms, phone calls, social media, realtor partners, ads, and other sources.

Generic CRMs are often built for broad sales teams. Broker Relay is focused on mortgage broker workflow: lead intake, mortgage goal, city, timeline, source, priority, next follow-up date, pipeline stage, notes, and broker-reviewed SMS and email drafts.

Broker Relay gives brokers a daily follow-up queue, lead priority indicators, recommended next actions, saved lead details, and draft SMS/email copy so brokers can respond faster while still reviewing every message before sending.

Broker Relay can replace many spreadsheet-based follow-up workflows by giving brokers a structured pipeline, lead status, follow-up dates, source tracking, notes, and reminders in one browser-based workspace.

Broker Relay is best for brokers who want a focused mortgage follow-up system without complex setup, unnecessary sales modules, or enterprise-level CRM overhead.

No. Broker Relay does not approve, decline, underwrite, qualify, or guarantee mortgage applications. The broker remains responsible for professional judgment and client advice.

No. Broker Relay supports broker follow-up. It prepares summaries and drafts, but the broker reviews the lead, controls communication, and decides what to send.

No. Broker Relay intake forms do not perform credit checks and do not affect a client's credit score.

The score shows how urgent, complete, and follow-up-worthy a lead appears based on the information submitted. It is not a mortgage approval probability or qualification decision.

Yes. Brokers can manually add leads from phone calls, referrals, realtor partners, email, social media, walk-ins, or other offline conversations.

No. Broker Relay prepares SMS and email drafts for broker review. The broker decides what to send.

Yes. Brokers can use their own client booking link, such as Google Calendar appointment scheduling, Calendly, Microsoft Bookings, OnceHub, or another booking page.

Yes. Broker Relay offers a free trial so brokers can test the workflow before paying.

Broker Relay is CA$99/month, with a yearly option of CA$999/year.

No. Broker Relay has no setup fee.

Yes. If you cancel, access remains active until the end of the current paid billing period.

Yes. Broker Relay is designed so client inquiries are tied to the assigned broker account.

Broker Relay is focused on lead follow-up and inquiry management. Brokers should avoid uploading or storing unnecessary sensitive documents unless the system specifically supports that use case.

Broker Relay uses private broker login, account-based access, and database rules designed to separate broker data.