Leads compare options
Clients may reach out to more than one broker or lender.
Local competition
In a competitive market like Vancouver, slow follow-up can lose the client.
Borrowers often compare brokers. Broker Relay helps brokers respond with speed and structure while keeping control over client communication.
Response time matters
A fast, clear follow-up can protect momentum.
Generic CRMs are too broad
Many CRMs are built for general sales, not mortgage-specific follow-up.
How Broker Relay helps
A Vancouver-friendly mortgage follow-up workspace.
Organize
- Client intake form
- Manual Add Lead
- Lead status tracking
Review
- AI lead summary
- Mortgage goal and city visible
- Priority score and reason
Follow up
- SMS draft
- Email draft
- Next action suggestion
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 Vancouver mortgage brokers who want simple daily-use software.
Broker Relay is useful when you need a lightweight system for inquiries, notes, status, follow-up drafts, and priority scoring.
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
Vancouver mortgage CRM FAQ
Is Broker Relay only for Vancouver?
No. It can be used by mortgage brokers in Vancouver, BC, Canada, and other markets.
Does Broker Relay replace a broker?
No. The broker reviews drafts, controls communication, and handles advice.
Can Broker Relay manage social media leads?
Yes. Brokers can add leads from social media manually or direct prospects to the intake link.
Does Broker Relay send messages automatically?
No. Broker Relay prepares broker-reviewed drafts in the V1 workflow.
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.