Drafting takes time
Writing first-response SMS and email drafts manually slows down follow-up.
AI done carefully
Mortgage AI should support the broker, not make decisions for the broker.
Broker Relay uses AI to make follow-up faster while keeping the broker in control of communication and professional judgment.
Lead review takes attention
A broker needs to quickly understand goal, city, timeline, contact details, and message.
AI must stay in its lane
The tool should not claim to approve, decline, or underwrite a mortgage.
Broker Relay AI
AI support for practical mortgage follow-up tasks.
Summarize
- Short lead summary
- Key details surfaced
- Client message preserved
Prioritize
- Follow-up urgency
- Score percentage
- Hot/Warm/Cold label
Draft
- SMS draft
- Email subject
- Email draft
Important compliance note
Broker Relay helps with intake, organization, follow-up priority, summaries, and broker-reviewed drafts. It does not approve or decline mortgage applications, underwrite loans, perform credit checks, or provide mortgage advice.
Good use case
For brokers who want AI help without giving up control.
Broker Relay is designed so brokers can review, edit, and decide what to send.
Simple pricing
Start with a 7-day free trial. Then $99/month or $999/year.
The yearly plan saves $189/year compared with monthly billing. No setup fee.
FAQ
Mortgage broker AI assistant FAQ
Can AI help mortgage brokers?
AI can help summarize inquiries, prepare drafts, and organize follow-up, but the broker should remain in control.
Does Broker Relay replace broker judgment?
No. Broker Relay supports workflow and drafting only.
Does Broker Relay make mortgage decisions?
No. It does not approve, decline, underwrite, or guarantee applications.
Can brokers edit the AI drafts?
Yes. Drafts are meant to be reviewed and edited by the broker.
Does Broker Relay auto-send messages?
No. In the V1 workflow, messages are prepared for broker review.
Start simple
Use one intake link and one broker dashboard before more leads go cold.
Broker Relay is built for brokers who want a practical follow-up system they can actually use every day.