What is BrokerRelay?
BrokerRelay 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.
BrokerRelay FAQ
Straight answers before brokers start using BrokerRelay.
Answers about pricing, mortgage compliance, lead follow-up, client intake, AI drafts, security, and account access.
BrokerRelay is a simple mortgage CRM and AI follow-up assistant. It helps brokers organize inquiries, prioritize follow-up, and prepare broker-reviewed SMS/email drafts. It does not approve, decline, underwrite, or replace mortgage brokers.
General
Who is BrokerRelay built for?
BrokerRelay 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.
Is BrokerRelay a full enterprise CRM?
No. BrokerRelay is focused on mortgage lead intake, follow-up, summaries, priority scoring, notes, and draft preparation. It is designed to stay simple and practical.
Mortgage compliance
Does BrokerRelay approve mortgage applications?
No. BrokerRelay does not approve, decline, underwrite, qualify, or guarantee mortgage applications. The broker remains responsible for professional judgment and client advice.
Does BrokerRelay replace the mortgage broker?
No. BrokerRelay supports broker follow-up. It prepares summaries and drafts, but the broker reviews the lead, controls communication, and decides what to send.
Does the intake form affect a client's credit score?
No. BrokerRelay intake forms do not perform credit checks and do not affect a client's credit score.
Lead follow-up
What does the Lead Follow-Up Priority Score mean?
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.
Can brokers add leads manually?
Yes. Brokers can manually add leads from phone calls, referrals, realtor partners, email, social media, walk-ins, or other offline conversations.
Does BrokerRelay send SMS or email automatically?
No. BrokerRelay prepares SMS and email drafts for broker review. The broker decides what to send.
Can brokers use their own booking link?
Yes. Brokers can use their own client booking link, such as Google Calendar appointment scheduling, Calendly, Microsoft Bookings, OnceHub, or another booking page.
Pricing and trial
Is there a free trial?
Yes. BrokerRelay offers a free trial so brokers can test the workflow before paying.
How much does BrokerRelay cost?
BrokerRelay is $99/month, with a yearly option of $999/year.
Is there a setup fee?
No. BrokerRelay has no setup fee.
Can I cancel?
Yes. If you cancel, access remains active until the end of the current paid billing period.
Security
Is broker data separated by account?
Yes. BrokerRelay is designed so client inquiries are tied to the assigned broker account.
Should brokers store sensitive documents in BrokerRelay?
BrokerRelay 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.
Does BrokerRelay use secure login?
BrokerRelay uses private broker login, account-based access, and database rules designed to separate broker data.
Use a simpler follow-up system for mortgage leads.
Start a free trial and test BrokerRelay with your next client inquiry, referral, or manual lead.