Capture inquiries in one place
Use one clean intake link for website inquiries, email signatures, text replies, social profiles, referral partners, and manual lead entry.
Mortgage CRM with AI follow-up
A mortgage CRM with AI built for broker follow-up.
BrokerRelay helps mortgage brokers capture inquiries, prioritize hot leads, summarize client details, and prepare broker-reviewed SMS/email drafts before prospects go cold.
It is not mortgage approval software. It does not underwrite, qualify, check credit, or replace the broker. It helps brokers stay organized and follow up faster.
Mortgage CRM with AILead priority scoringAI lead summariesBroker-reviewed draftsNo setup feeNo mortgage approval decisions
Quick answer
What is a mortgage CRM with AI?
A mortgage CRM with AI helps mortgage brokers manage leads, organize client inquiries, prioritize follow-up, and prepare communication drafts. BrokerRelay focuses on the daily follow-up workflow: one intake link, one broker dashboard, lead priority scoring, AI lead summaries, and broker-reviewed SMS/email drafts. It does not make mortgage approval, underwriting, or credit decisions.
Why brokers use it
AI should make follow-up faster, not take control away from the broker.
BrokerRelay is built around practical mortgage broker work: leads, notes, next actions, status, and reviewed messages.
See which leads need attention first
Lead Follow-Up Priority Score helps brokers identify urgent, complete, and follow-up-worthy inquiries faster.
Understand each lead faster
AI summaries turn intake details into a short broker-friendly overview so brokers do not start from a blank screen.
Prepare better follow-up
Broker-reviewed SMS and email drafts help brokers respond faster while staying in control of what gets sent.
Keep the pipeline simple
Track lead stage, source, follow-up date, notes, and status without forcing a bloated enterprise CRM workflow.
Support compliance-aware workflows
BrokerRelay does not approve, decline, underwrite, qualify, check credit, or provide mortgage advice.
Problem
Mortgage leads go cold when follow-up is scattered.
Leads arrive from calls, texts, forms, referrals, realtor partners, social media, and past clients. Without a simple follow-up system, hot inquiries get buried.
Solution
BrokerRelay gives brokers a focused AI follow-up workspace.
Capture the inquiry, summarize the details, score follow-up priority, prepare the next message, and track where the lead stands — without turning daily work into complicated CRM administration.
How it works
From new inquiry to organized next action.
Lead submits inquiry
A prospect fills out a mortgage intake form with contact details, goal, city, timeline, amount, and message.
AI organizes the lead
BrokerRelay creates a lead summary, priority score, next action, SMS draft, and email draft.
Broker reviews
The broker reviews the lead details and edits any suggested draft before sending anything.
Follow-up stays visible
The broker tracks status, next follow-up date, notes, and source so leads do not disappear.
FAQ
Mortgage CRM with AI questions, answered plainly.
What is a mortgage CRM with AI?
A mortgage CRM with AI helps mortgage brokers organize leads and use AI-assisted tools such as summaries, priority scoring, and broker-reviewed follow-up drafts. It should support the broker’s workflow without making lending or approval decisions.
Does BrokerRelay approve mortgage applications?
No. BrokerRelay does not approve, decline, qualify, pre-approve, underwrite, check credit, or give mortgage advice.
Does the AI send messages automatically?
No. BrokerRelay prepares SMS and email drafts for broker review. The broker decides what to edit and send.
Who is BrokerRelay built for?
BrokerRelay is built for solo mortgage brokers, small mortgage teams, and brokers who want a simpler follow-up system than a broad generic CRM.
Can brokers add leads manually?
Yes. Brokers can add referral leads, phone-call leads, realtor partner leads, walk-ins, and conversations that did not come through the public intake form.
How is this different from a generic CRM?
Generic CRMs are broad and often require setup, customization, and workflow design. BrokerRelay is focused on mortgage broker follow-up: intake, priority, summary, drafts, status, notes, and next action.
Built for speed, not complexity
Try a mortgage CRM with AI that focuses on follow-up.
Start with a free trial, share your intake link, and see how BrokerRelay organizes inquiries, prioritizes hot leads, and prepares broker-reviewed drafts.