Built for daily broker work

Everything needed to capture, nurture, and convert mortgage leads.

Click any feature card to see how Broker Relay helps with CRM follow-up, mortgage email marketing, lead insights, campaign analytics, and pipeline movement.

Mortgage lead intake

Capture mortgage inquiries from websites, email signatures, social profiles, QR codes, business cards, flyers, and realtor partner materials.

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Feature detail 01

Turn every touchpoint into a lead source

Use intake links, QR codes, and manual entry so website inquiries, realtor referrals, missed calls, and walk-ins land in one mortgage CRM instead of being scattered across notes and inboxes.

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Lead priority scoring

Label leads as Hot, Warm, or Cold with a percentage so brokers know who needs attention first.

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Feature detail 02

Know who to call first

Broker Relay highlights intent signals like timeline, goal, source, stage, and follow-up timing so high-value mortgage leads do not get buried behind low-priority tasks.

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Today’s follow-up queue

Show overdue, due-today, and upcoming leads so follow-up does not depend on memory.

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Feature detail 03

A daily command center for brokers

Start each day with overdue leads, hot prospects, documents needed, renewal conversations, and contacts that should not sit untouched.

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Follow-up calendar

Track next follow-up dates and keep client conversations visible after the first contact.

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Feature detail 04

Never guess the next touchpoint

Plan follow-ups around pre-approvals, renewals, document collection, rate conversations, and post-application check-ins.

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Mortgage sales pipeline

Move leads through New Lead, Contacted, Appointment Booked, Docs Needed, Submitted, Closed, or Lost.

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Feature detail 05

See exactly where deals are stuck

Pipeline stages show which prospects are moving, which need documents, which are ready for lender submission, and which follow-ups are slipping.

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AI lead summaries

Summarize each inquiry so the broker can understand the situation faster.

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Feature detail 06

Understand the lead before you reply

AI summaries turn client notes, goals, timeline, city, income range, credit range, and mortgage objective into a fast-read broker briefing.

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AI SMS follow-up drafts

Prepare text message drafts that the broker can review before sending.

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Feature detail 07

Faster replies without losing control

Create broker-reviewed SMS drafts for new inquiries, missed follow-ups, document reminders, appointment confirmations, and cold lead reactivation.

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AI email drafts

Prepare email subject lines and follow-up drafts so brokers are not starting from zero.

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Feature detail 08

Email follow-up that sounds prepared

Generate broker-reviewed email drafts for pre-approval steps, renewal check-ins, document requests, nurture sequences, and re-engagement campaigns.

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Built-in email marketing

Create mortgage email campaigns, nurture sequences, and re-engagement emails from the same CRM workspace.

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Feature detail 09

Mortgage campaigns without another platform

Run email marketing for new leads, cold leads, past clients, renewal reminders, holiday campaigns, and referral touchpoints while keeping activity tied to the client record.

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Campaign analytics

Track sent, opened, clicked, replied, bounced, failed, queued, and unsubscribed marketing activity.

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Feature detail 10

Know what is working

See campaign performance and reply activity so brokers know which email marketing campaigns create engagement and which contacts need a follow-up call.

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Lead and pipeline insights

Review lead quality, stage movement, follow-up risk, and next-best actions from one broker dashboard.

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Feature detail 11

Turn CRM data into action

Insights show hot leads, overdue follow-ups, stage breakdowns, funded/closed progress, and pipeline gaps so brokers can act before leads go cold.

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Manual Add Lead

Add phone calls, missed calls, realtor referrals, walk-ins, and conversations that did not come through the intake form.

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Feature detail 12

Do not lose offline opportunities

Manually add leads from phone calls, networking, open houses, realtor partners, social DMs, and conversations that still deserve proper follow-up.

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Mobile quick actions

Work leads from mobile with quick call, text, email, save, and next-lead actions.

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Feature detail 13

Designed for brokers on the move

Call, text, email, update stages, review summaries, and move to the next lead quickly when you are between appointments or away from the desk.

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Language support

Support English, Chinese, and French dashboard workflows.

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Feature detail 14

Better for multilingual broker teams

Use multilingual workspace support so brokers serving diverse communities can work with cleaner navigation and client communication workflows.

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LOS-friendly export

Export leads for spreadsheets, LOS prep, lender portal entry, or admin handoff.

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Feature detail 15

Keep Broker Relay practical

Export mortgage lead data, notes, AI summaries, pipeline stages, contact details, and next actions when admin work or lender entry needs to happen elsewhere.

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Problem to feature map

What Broker Relay solves for mortgage brokers.

Broker Relay is focused on the practical work that creates missed opportunities: scattered leads, slow follow-up, weak nurture, unclear pipeline stages, and no easy view of what to do next.

Problem

Leads scattered across text, email, calls, and notes

Lead intake, source tracking, manual Add Lead, notes, and client records in one mortgage CRM

Problem

Brokers forget who needs follow-up today

Today’s queue, overdue reminders, calendar follow-ups, and next-best-action prompts

Problem

No clear way to identify urgent leads

Hot, Warm, and Cold priority scoring based on lead quality and follow-up timing

Problem

Starting every reply from scratch

AI SMS drafts, AI email drafts, and broker-reviewed follow-up templates

Problem

Cold leads never get nurtured

Built-in email marketing campaigns, renewal reminders, past-client reconnects, and re-engagement sequences

Problem

Marketing results are hard to see

Campaign analytics for sent, opened, clicked, replied, bounced, failed, queued, and unsubscribed activity

Problem

Spreadsheet lead tracking gets messy

Pipeline stages, contact history, notes, lead insights, and export options

Problem

Brokers do not know what to fix first

Insights showing pipeline health, follow-up risk, hot leads, and action queue performance

Important limitation

Broker Relay supports mortgage follow-up. It does not replace your LOS.

Broker Relay does not approve, decline, underwrite, qualify, perform credit checks, or give mortgage advice. It helps mortgage brokers capture leads, organize follow-up, draft broker-reviewed messages, run email marketing campaigns, track pipeline movement, and understand which opportunities need action.

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Top features built to keep mortgage leads moving.

Everything needed to capture, nurture, and convert mortgage leads.

Mortgage lead intake

Turn every touchpoint into a lead source

Lead priority scoring

Know who to call first

Today’s follow-up queue

A daily command center for brokers

Follow-up calendar

Never guess the next touchpoint

Mortgage sales pipeline

See exactly where deals are stuck

AI lead summaries

Understand the lead before you reply

AI SMS follow-up drafts

Faster replies without losing control

AI email drafts

Email follow-up that sounds prepared

Built-in email marketing

Mortgage campaigns without another platform

Campaign analytics

Know what is working

Lead and pipeline insights

Turn CRM data into action

Manual Add Lead

Do not lose offline opportunities

Mobile quick actions

Designed for brokers on the move

Language support

Better for multilingual broker teams

LOS-friendly export

Keep Broker Relay practical

What Broker Relay solves for mortgage brokers.

Leads scattered across text, email, calls, and notes

Brokers forget who needs follow-up today

No clear way to identify urgent leads

Starting every reply from scratch

Cold leads never get nurtured

Marketing results are hard to see

Spreadsheet lead tracking gets messy

Brokers do not know what to fix first

Broker Relay supports mortgage follow-up. It does not replace your LOS.