Intake link and QR code
Capture mortgage inquiries from websites, email signatures, business cards, flyers, social profiles, office desks, and realtor partner materials.
Mortgage CRM features
Features built around broker follow-up.
Broker Relay focuses on the part where many mortgage leads are lost: intake, priority, follow-up timing, pipeline visibility, notes, and client communication.
Lead Follow-Up Priority Score
Label leads as Hot, Warm, or Cold with a percentage so brokers know who needs attention first.
Today’s Follow-Ups
Show overdue, due-today, and upcoming leads so follow-up does not depend on memory.
Follow-up calendar
Track next follow-up dates and keep client conversations visible after the first contact.
Mortgage pipeline
Move leads through stages such as New Lead, Contacted, Appointment Booked, Docs Needed, Submitted, Closed, or Lost.
AI lead summaries
Summarize each inquiry so the broker can understand the situation faster.
Broker-reviewed SMS drafts
Prepare text message drafts that the broker can review before sending.
Broker-reviewed email drafts
Prepare email subject lines and drafts so brokers are not starting from zero.
Manual Add Lead
Add phone calls, missed calls, realtor referrals, walk-ins, and conversations that did not come through the intake form.
Mobile quick actions
Work leads from mobile with quick call, text, email, save, and next-lead actions.
Language support
Support English, Chinese, and French dashboard workflows.
LOS-friendly export
Export leads for spreadsheets, LOS prep, lender portal entry, or admin handoff.
Important limitation
Broker Relay is not a loan origination system.
Broker Relay does not approve, decline, underwrite, qualify, perform credit checks, or give mortgage advice. It supports lead intake, organization, and follow-up only.