Broker Relay

Mortgage CRM for small teams

Mortgage CRM for small broker teams that need simple follow-up.

Broker Relay gives small mortgage teams a focused workspace for capturing inquiries, reviewing lead details, and preparing follow-up drafts.

It helps organize communication workflow but does not replace broker responsibility, underwriting, or compliance review.

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Small team challenge

Small teams need structure, but not the overhead of a large CRM rollout.

A small team may have multiple lead sources and several people touching the client journey. Broker Relay keeps the follow-up workflow focused.

Shared visibility matters

Team members need to see lead status and next action.

Setup should be simple

Small teams may not have time for complicated implementation.

Follow-up should stay consistent

Drafts and summaries help keep response quality steady.

Broker Relay workflow

A focused CRM workspace for small mortgage teams.

Capture

  • Intake link
  • Manual leads
  • Source tracking

Coordinate

  • Status fields
  • Notes
  • Next follow-up

Respond

  • AI summaries
  • SMS drafts
  • Email drafts

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

For small teams that need practical follow-up visibility.

Broker Relay is built to be simple enough for solo brokers and structured enough for small teams.

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 CRM small team FAQ

Can small mortgage teams use Broker Relay?

Yes. Broker Relay is designed for solo brokers and small teams that need a simple follow-up workflow.

Does it require a complicated setup?

No. The product is designed around a plug-and-play intake link and private dashboard.

Can teams track lead status?

Yes. Leads can be tracked by status and follow-up timing.

Does Broker Relay replace brokerage compliance?

No. It does not replace compliance review, underwriting, or broker judgment.

What is the pricing?

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.

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