Missing information
A lead may only send a vague message without timeline or goal.
Intake problem
A messy first inquiry creates messy follow-up.
If the broker does not have the client’s goal, timeline, location, and contact details, the first response takes longer.
Back-and-forth delays
The broker needs to ask basic questions before deciding next steps.
No clean lead record
If intake details are scattered, follow-up becomes harder to manage.
Broker Relay intake
One simple client intake link connected to the broker dashboard.
Collect
- Name
- Phone/email
- Mortgage goal
- City
Clarify
- Timeline
- Amount estimate
- Income range
- Credit score range
Follow up
- AI summary
- Priority score
- SMS/email drafts
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.
Best fit
For brokers who want a simple mortgage intake flow.
Broker Relay is useful when brokers want to place one intake link on a website, email signature, social profile, or text reply.
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 client intake FAQ
What is mortgage client intake?
It is collecting basic borrower inquiry details so the broker can review and follow up.
Does Broker Relay run credit?
No. The intake form does not run a credit check or affect credit scores.
Can brokers share the intake link?
Yes. Brokers can share their intake link on websites, email signatures, social profiles, and text replies.
Can brokers add leads manually too?
Yes. Manual Add Lead is available for offline leads and referrals.
Does intake mean the client is approved?
No. Intake does not mean approval or pre-approval.
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.