CRMs get too complicated
When a system feels heavy, brokers return to texts, inboxes, spreadsheets, and memory.
The problem
Mortgage brokers do not need another bloated CRM they stop using.
A CRM only matters if it gets used. Brokers need a simple system that helps with daily lead response without burying them in unnecessary setup, training, or menus.
Follow-up gets scattered
New inquiries arrive from referrals, websites, phone calls, social media, and email. Without one workspace, context is easy to lose.
Speed decides opportunities
A mortgage lead can go cold quickly when another broker responds first or the client loses urgency.
The Broker Relay approach
A mortgage CRM focused on intake and follow-up discipline.
Broker Relay gives brokers a practical workspace that captures client details, summarizes the inquiry, scores follow-up priority, and prepares drafts for review.
Capture inquiries
- Share one intake link
- Collect contact details and mortgage goal
- Add manual leads from referrals and calls
- Keep source and status organized
Prioritize follow-up
- Hot/Warm/Cold follow-up labels
- Follow-up percentage score
- Reason behind the score
- Next action suggestion
Respond faster
- AI summary
- SMS draft
- Email draft
- Broker reviews before sending
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.
Who it is for
Built for solo mortgage brokers and small broker teams.
Broker Relay is for brokers who want a simple daily workspace for lead intake and follow-up. It is not trying to replace underwriting, lender systems, document collection platforms, or full enterprise CRMs.
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 CRM questions
What is a mortgage CRM?
A mortgage CRM is software that helps brokers organize mortgage leads, client inquiries, notes, status, and follow-up activity.
How is Broker Relay different from a large CRM?
Broker Relay is narrower. It focuses on intake, lead priority, AI summaries, and broker-reviewed follow-up drafts instead of broad enterprise CRM features.
Does Broker Relay approve mortgages?
No. Broker Relay does not approve, decline, underwrite, or guarantee mortgage applications.
Does the intake form perform a credit check?
No. The intake form does not perform credit checks and does not affect a client’s credit score.
How much does Broker Relay cost?
Broker Relay offers a 7-day free trial, then $99/month or $999/year.
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.