Referral leads need follow-up
A referral can go cold if the broker does not respond clearly and quickly.
Local lead management
Surrey mortgage brokers need a simple way to respond quickly without losing track of details.
Local prospects can come from referrals, websites, communities, phone calls, and realtor partners. Broker Relay keeps follow-up organized.
Client details matter
Timeline, location, amount estimate, and notes should be easy to review.
A simple tool gets used
The best CRM is the one a broker can keep open daily.
Broker Relay workflow
Capture, review, prioritize, and follow up from one dashboard.
Capture
- Share intake form
- Add phone call leads
- Add realtor partner referrals
Prioritize
- Hot/Warm/Cold label
- Priority percentage
- Due follow-up tracking
Respond
- 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
For Surrey brokers who want practical CRM discipline without enterprise bloat.
Broker Relay is built for solo brokers and small teams that want simple follow-up organization.
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
Surrey mortgage CRM FAQ
Can Surrey brokers use Broker Relay?
Yes. Broker Relay can be used by mortgage brokers serving Surrey and Metro Vancouver.
Is Broker Relay a loan approval tool?
No. It does not approve, decline, underwrite, or guarantee files.
Can brokers manually add realtor referrals?
Yes. Manual Add Lead supports referral leads and offline inquiries.
Does the intake form run credit?
No. Broker Relay does not perform credit checks.
What is the main benefit?
It helps brokers stay organized and follow up faster.
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.