Broker Relay

Mortgage broker lead management

Mortgage broker lead management without CRM overload.

Broker Relay helps mortgage brokers manage new inquiries, track lead status, identify who needs follow-up, and prepare broker-reviewed message drafts.

It is a practical follow-up workspace for brokers, not an underwriting engine or mortgage approval system.

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Common lead problem

Mortgage brokers often lose visibility when leads come from too many places.

When leads arrive from forms, emails, texts, calls, and referrals, it becomes difficult to know who needs attention first.

Too many sources

Website forms, phone calls, realtor referrals, and social messages create scattered lead data.

No clear priority

A broker may not know which prospect needs attention first.

No single follow-up record

Without one place for notes and status, follow-up becomes inconsistent.

Broker Relay approach

A focused lead management system for mortgage follow-up.

Centralize

  • One lead dashboard
  • Manual Add Lead
  • Lead source tracking

Prioritize

  • Lead Follow-Up Priority Score
  • Hot/Warm/Cold labels
  • Due today visibility

Act

  • 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 use

Best for brokers who want daily lead visibility.

Broker Relay is for brokers who need to organize and follow up with leads without managing a complicated enterprise system.

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 lead management FAQ

What is mortgage broker lead management?

It is the process of organizing inquiries, tracking contact details, assigning status, prioritizing follow-up, and keeping notes.

Can Broker Relay track lead source?

Yes. Leads can show sources such as Broker Form Link, Referral, Phone Call, Realtor Partner, and more.

Can brokers change lead status?

Yes. Brokers can update status such as New Lead, Contacted, Qualified / Pre-Approved, Appointment Booked, Follow-Up Needed, Closed, or Lost.

Does Broker Relay decide who qualifies?

No. It helps prioritize follow-up but does not determine mortgage qualification.

Can Broker Relay help with 100+ leads?

Yes. Search, filters, sorting, and load-more behavior help brokers manage larger lead lists.

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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