Blank page slows response
Writing every email manually can delay follow-up.
Drafting problem
Mortgage brokers lose time writing the same first-response emails repeatedly.
A broker often needs to acknowledge the inquiry, reference the client’s goal, confirm the timeline, and move toward a call.
Details need to match
The message should reflect the client’s city, goal, amount estimate, and timeline.
Broker review matters
AI drafts should be reviewed by the broker before sending.
Broker Relay drafts
Email drafts based on the actual inquiry.
Personalize
- Client name
- Mortgage goal
- City and timeline
Structure
- Clear opening
- Next step
- Booking link when available
Control
- Broker reviews
- Broker edits
- Broker sends
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.
Use case
For brokers who want faster first-response email workflow.
Broker Relay is useful when brokers need consistent first-response drafts without auto-sending messages.
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
Mortgage email template FAQ
Does Broker Relay provide mortgage email templates?
Broker Relay prepares email drafts based on lead details for broker review.
Are emails sent automatically?
No. The broker reviews and sends messages manually in the V1 workflow.
Can brokers edit the draft?
Yes. Drafts are meant to be edited before sending.
Does Broker Relay give mortgage advice?
No. It helps with organization and drafting, not advice or underwriting.
Can the email include a booking link?
Yes, if the broker has added a client booking link.
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.