# Broker Relay

Broker Relay is an AI-assisted CRM built for mortgage brokers to manage lead intake, pipeline activity, email marketing, scheduling, and borrower follow-up in one simple workspace.

BrokerRelay is built for mortgage brokers and loan officers who need a focused lead follow-up workspace.

Core product:
- Client intake links for broker-specific lead capture
- Private broker dashboard
- Lead Follow-Up Priority Score
- AI lead summaries
- Broker-reviewed SMS and email drafts
- Simple pipeline tracking
- Notes and manual lead entry

Relevant search topics:
- Mortgage CRM
- Mortgage broker CRM
- Mortgage CRM Canada
- Mortgage lead follow-up software
- Mortgage broker lead management
- Mortgage broker intake form
- Mortgage broker SMS and email follow-up templates
- AI follow-up assistant for mortgage brokers

Important safety notes:
- BrokerRelay does not approve, decline, or underwrite mortgage applications.
- BrokerRelay is not a mortgage qualification engine.
- Brokers review all AI-generated messages before sending.

Public pages:
- Home: https://www.brokerrelaycrm.com/
- Demo: https://www.brokerrelaycrm.com/book-demo
- Privacy: https://www.brokerrelaycrm.com/privacy
- Terms: https://www.brokerrelaycrm.com/terms