Too little context
A prospect may say they need help but not explain goal, budget, timeline, or location.
Why intake matters
A poor intake process creates slow, vague follow-up.
If a broker receives only a name and phone number, the first reply has to ask for basic context. A better intake form gives the broker enough detail to respond intelligently.
Too much friction
A full application can feel too heavy for an early-stage client.
Manual copying
Moving details from forms, notes, texts, and emails wastes time and creates errors.
The Broker Relay form
Capture practical inquiry details and connect them to the CRM workflow.
Every submitted inquiry appears in the broker dashboard with contact information, mortgage details, source, score, summary, and follow-up drafts.
Simple fields
- Name, phone, email
- City
- Mortgage goal
- Amount estimate and timeline
Clear disclaimers
- No credit check
- Does not approve or decline
- Broker will review before next steps
Multilingual intake
- English
- Chinese, Punjabi, Korean
- Vietnamese, Filipino / Tagalog, Spanish
- French, Turkish, Russian, Persian, Arabic
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 use
Useful for brokers who want one intake link for multiple lead sources.
Add the Broker Relay intake link to a website, email signature, Instagram profile, LinkedIn profile, text reply, realtor partner message, or QR code.
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 intake form questions
Does the form perform a credit check?
No. The intake form does not perform a credit check and does not affect a client’s credit score.
Is the form a mortgage application?
No. The form is an inquiry intake form, not a mortgage application or underwriting system.
Can the form support multiple languages?
Yes. The intake form can display language options such as English, Chinese, Punjabi, Korean, Vietnamese, Filipino / Tagalog, Spanish, French, Turkish, Russian, Persian, and Arabic.
Where do submissions go?
Submissions go into the broker’s private Broker Relay dashboard for review and follow-up.
Can brokers use the link on social media?
Yes. Brokers can use the intake link on websites, email signatures, text replies, LinkedIn, Instagram, and referral workflows.
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.