Referral details disappear
A realtor text, phone note, and email thread can all describe the same opportunity in different places.
Why brokers need it
Mortgage brokers lose deals when lead details are spread across too many places.
A broker can have a good referral network and still lose opportunities if follow-up is inconsistent. The problem is often organization, not lead generation.
Status gets unclear
Without a lead pipeline, it is hard to see who is new, contacted, booked, closed, or lost.
Drafting takes time
Even simple follow-up messages slow brokers down when every reply starts from a blank screen.
What it includes
Broker Relay keeps the broker follow-up workflow simple and visible.
Every lead can be reviewed with the details that matter: contact info, goal, amount estimate, city, timeline, message, summary, status, and next action.
Lead pipeline
- New Lead
- Contacted
- Qualified / Pre-Approved
- Appointment Booked
- Follow-Up Needed
- Closed / Lost
Daily follow-up
- Next follow-up date
- Follow-up note
- Last contacted tracking
- Export CSV
Broker control
- No auto-send
- No approval decisions
- Broker-reviewed drafts
- Account settings and booking link
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
Best for brokers who want speed without overbuilt software.
Broker Relay fits solo brokers, small teams, and referral-heavy mortgage businesses that need to respond faster and keep better track of every inquiry.
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 CRM questions
Is Broker Relay a CRM for mortgage brokers?
Yes. Broker Relay is a simple CRM and follow-up workspace built around mortgage broker inquiry management.
Can brokers manually add leads?
Yes. Brokers can add manual leads for referrals, phone calls, walk-ins, realtor partners, and conversations that did not come through the public intake form.
Can Broker Relay track follow-up dates?
Yes. Leads can include next follow-up date, follow-up note, and last contacted information.
Are AI drafts sent automatically?
No. SMS and email drafts are prepared for broker review. The broker decides what to send.
Is there a setup fee?
No. Broker Relay has no setup fee.
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.