Broker Relay

Mortgage broker lead tracking

Track mortgage leads from first inquiry to next follow-up.

Broker Relay helps brokers track lead details, source, status, next follow-up, last contacted date, notes, and broker-reviewed response drafts.

It is for follow-up tracking and organization. It does not make mortgage decisions or guarantee outcomes.

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Tracking gap

Mortgage leads become harder to manage when tracking happens outside one system.

A broker may have lead information across texts, inboxes, notes, and spreadsheets. Broker Relay centralizes the follow-up record.

Source gets forgotten

The broker may lose track of whether a lead came from a form, referral, phone call, or social platform.

Timing gets missed

Next follow-up dates are easy to forget without a system.

Notes are scattered

Important details can sit in different places instead of the lead record.

Broker Relay tracking

Track the fields brokers actually need for follow-up.

Lead identity

  • Name
  • Phone
  • Email
  • City

Mortgage context

  • Goal
  • Timeline
  • Amount estimate
  • Credit/income ranges

Follow-up status

  • Stage
  • Next follow-up
  • Last contacted
  • Notes

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.

Use case

For brokers who want to stop tracking active leads manually.

Broker Relay gives brokers a focused place to search, filter, sort, and open lead details.

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 lead tracking FAQ

Can Broker Relay track lead source?

Yes. Leads can include a source such as Broker Form Link, Referral, Phone Call, or Realtor Partner.

Can brokers track next follow-up date?

Yes. Leads can include a next follow-up date.

Can brokers sort leads?

Yes. Brokers can sort and filter to find leads faster.

Can brokers edit lead information?

Yes. The dashboard supports editing lead details and saving changes.

Is Broker Relay a loan origination system?

No. It is not a LOS; it is a CRM/follow-up assistant.

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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