Local leads move quickly
A borrower may contact multiple brokers before choosing who to work with.
BC mortgage workflow
BC brokers need speed, organization, and clear follow-up without adding CRM complexity.
Mortgage inquiries can come from websites, referrals, social media, phone calls, and past clients. Broker Relay helps keep those conversations from scattering.
Details get scattered
Timeline, city, amount estimate, contact info, and notes can end up across different channels.
Follow-up needs structure
A clear next action helps brokers respond faster without guessing where the file stands.
Broker Relay approach
A focused mortgage CRM workflow for BC broker follow-up.
Capture
- Share one intake link
- Collect mortgage goal and timeline
- Add manual referrals and phone calls
Prioritize
- Hot/Warm/Cold follow-up label
- Follow-up priority percentage
- Reason for the score
Respond
- AI summary
- SMS draft
- Email draft for broker review
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 helps
Built for BC brokers who want a simple follow-up system.
Broker Relay works best for solo brokers and small mortgage teams that need a practical way to manage inbound inquiries and follow-up.
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
BC mortgage CRM FAQ
Is Broker Relay built for BC mortgage brokers?
Broker Relay is built for mortgage broker follow-up and can be used by brokers in BC.
Does Broker Relay do underwriting?
No. Broker Relay does not underwrite, approve, decline, or guarantee mortgage applications.
Can brokers add referral leads manually?
Yes. Brokers can add referral leads, phone call leads, realtor partner leads, and other offline inquiries.
Does the intake form affect credit score?
No. The intake form does not run a credit check or affect credit scores.
What does Broker Relay help with?
It helps organize inquiries, show follow-up priority, create summaries, and prepare broker-reviewed SMS/email drafts.
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.