Status gets unclear
A broker may not remember if a client was contacted or needs another message.
Pipeline issue
Without a simple pipeline, brokers lose track of where each inquiry stands.
A lead may be new, contacted, waiting for a booking, or ready for follow-up. Broker Relay makes the status visible.
Follow-up dates get missed
Without next follow-up tracking, warm leads can go quiet.
Closed and lost leads mix in
Pipeline clarity helps keep active leads separate from inactive ones.
Pipeline system
A mortgage lead pipeline built around follow-up discipline.
Track status
- New Lead
- Contacted
- Appointment Booked
- Follow-Up Needed
Track timing
- Next follow-up date
- Last contacted
- Due today sorting
Track action
- 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
Built for brokers who want a simple sales pipeline for mortgage inquiries.
Broker Relay is useful for brokers who want to see pipeline movement without setting up a heavy enterprise CRM.
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 pipeline FAQ
What is mortgage broker pipeline management?
It is tracking mortgage inquiries through stages such as New Lead, Contacted, Qualified, Appointment Booked, Closed, or Lost.
Does Broker Relay show follow-up dates?
Yes. Leads can have next follow-up dates and last contacted dates.
Can brokers sort by due today?
Yes. The dashboard can help brokers find leads that are due for follow-up.
Is this a loan origination system?
No. Broker Relay is not a LOS and does not handle underwriting or approvals.
Who controls the client communication?
The broker controls communication and reviews drafts before sending.
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.