Broker Relay

Mortgage broker follow-up CRM

A follow-up CRM built around the way mortgage brokers work.

Broker Relay helps brokers capture inquiries, review lead details, prioritize follow-up, and prepare broker-reviewed SMS/email drafts.

The focus is follow-up discipline. Broker Relay does not approve, decline, underwrite, or replace licensed broker judgment.

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Why follow-up CRM matters

Mortgage brokers often need follow-up workflow more than a massive sales platform.

If the tool is too broad, brokers may stop using it. Broker Relay keeps the daily follow-up loop simple.

Follow-up is the bottleneck

Many brokers already have leads but need faster response.

Daily usage matters

A CRM only works if brokers actually keep using it.

Mortgage-specific context matters

Goal, timeline, city, amount, and booking link matter in the first response.

Broker Relay CRM

A CRM workflow centered on mortgage lead response.

Get the lead in

  • Intake link
  • Manual Add Lead
  • Source tracking

Understand it

  • AI summary
  • Priority score
  • Score reason

Move it forward

  • Recommended next action
  • SMS draft
  • 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.

Best fit

For brokers who want a CRM they can actually use every day.

Broker Relay is a focused follow-up CRM for solo brokers and small mortgage teams.

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.

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FAQ

Mortgage broker follow-up CRM FAQ

What is a mortgage broker follow-up CRM?

It is a CRM focused on managing lead intake, follow-up status, notes, reminders, summaries, and drafts.

How is Broker Relay different from a generic CRM?

Broker Relay is focused on mortgage intake and broker-reviewed follow-up instead of broad sales automation.

Can Broker Relay help with first response?

Yes. It prepares AI summaries and message drafts to help brokers respond faster.

Does Broker Relay auto-send texts or emails?

No. The broker reviews and sends messages manually in the V1 workflow.

Does Broker Relay qualify borrowers?

No. It only helps with follow-up organization.

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.

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