Clients shop around
Prospects may contact multiple brokers before choosing who to work with.
The market reality
Canadian mortgage brokers compete on trust, speed, and follow-up discipline.
When clients contact more than one broker, response time and clarity matter. Broker Relay helps brokers stay organized and respond faster.
Follow-up is fragmented
Calls, texts, referrals, and website inquiries are easy to lose track of.
Compliance wording matters
Broker tools should avoid implying approval, underwriting, or credit decisions.
Broker Relay approach
A clear, broker-controlled system for Canadian mortgage lead follow-up.
Capture leads
- Share intake link
- Collect basic inquiry details
- Add referrals and phone calls manually
Review faster
- Lead summary
- Priority score
- Next action suggestion
Follow up safely
- Broker-reviewed SMS drafts
- Broker-reviewed email drafts
- No mortgage approval decisions
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.
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
Canadian mortgage CRM FAQ
Is Broker Relay built for Canadian mortgage brokers?
Broker Relay is designed as a practical follow-up workspace for mortgage brokers, including brokers in Canada.
Does Broker Relay perform credit checks?
No. Broker Relay intake forms do not perform credit checks and do not affect credit scores.
Does Broker Relay approve Canadian mortgage applications?
No. Broker Relay does not approve, decline, underwrite, or guarantee mortgage applications.
Can Canadian brokers use Broker Relay for referrals?
Yes. Brokers can manually add referral leads, realtor partner leads, phone calls, and other offline inquiries.
Is Broker Relay a full enterprise CRM?
No. Broker Relay is a focused follow-up workspace for intake, lead organization, notes, scoring, and broker-reviewed drafts.
What does Broker Relay cost in Canada?
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.