Leads arrive from everywhere
Website forms, realtor referrals, texts, calls, and social channels can quickly become hard to track.
Canadian broker problem
Canadian mortgage brokers lose momentum when lead details are scattered.
Mortgage inquiries can arrive from realtor partners, websites, social media, phone calls, texts, and past clients. A focused CRM keeps the next action visible.
Follow-up timing matters
A warm lead can turn cold when there is no clear next follow-up date or daily queue.
Generic CRMs feel too broad
Many tools require setup, customization, or extra admin before they feel useful for mortgage work.
Broker Relay workflow
One simple place to capture, prioritize, and follow up.
Broker Relay helps Canadian brokers keep lead follow-up organized without trying to replace their professional judgment.
Capture inquiries
- Public intake link
- Manual Add Lead
- Lead notes and contact details
- Source tracking
Prioritize follow-up
- Hot/Warm/Cold labels
- Lead Follow-Up Priority Score
- Today’s follow-up queue
- Calendar visibility
Prepare communication
- AI lead summary
- Recommended next action
- SMS draft
- Email subject and body 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.
Best fit
Best for solo brokers and small mortgage teams in Canada.
This page is for brokers who want a practical mortgage CRM in Canada, especially if they already receive leads but need a cleaner way to organize follow-up and avoid missed opportunities.
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 Canada questions
Is Broker Relay available for Canadian mortgage brokers?
Yes. Broker Relay is designed as a web-based mortgage lead follow-up CRM that Canadian brokers can use from their browser.
Is pricing in Canadian dollars?
Yes. Broker Relay pricing is positioned in CAD: $99/month or $999/year after the trial.
Does Broker Relay replace mortgage advice?
No. Broker Relay helps with organization and drafts. The broker remains responsible for advice, compliance, and communication.
Can Canadian brokers use it for realtor referrals?
Yes. Brokers can manually add referral leads or send an intake link to collect cleaner details.
Is it only for large brokerages?
No. Broker Relay is designed for solo brokers and small teams first.
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.