Inquiry arrives
A client sends a form, text, email, phone inquiry, realtor referral, or social media message.
The real problem
Mortgage leads usually go cold because follow-up is too slow, unclear, or scattered.
The issue is not always lead generation. Many brokers already get referrals, website inquiries, social messages, renewal questions, pre-approval requests, and phone calls. The hard part is responding quickly and consistently while active files, lender communication, and document collection are already competing for attention.
Details scatter
Mortgage goal, budget, timeline, location, contact info, and notes end up across different tools.
Priority is unclear
The broker may not know which leads are urgent, which are warm, and which can wait.
No next action is set
The lead gets contacted once, but there is no clear follow-up date or next message.
Lead cools down
Another broker responds first, or the client loses urgency before the conversation moves forward.
Referral trust weakens
If referred clients are not followed up with quickly, realtor and partner relationships can suffer.
How Broker Relay helps
A practical follow-up workspace for brokers who need speed without overbuilt CRM complexity.
Capture
- Share one intake link or QR code
- Collect contact details, mortgage goal, city, amount estimate, and timeline
- Add manual leads from phone calls, referrals, realtor partners, email, and social media
- Keep the source and notes attached to the lead
Prioritize
- See Hot, Warm, and Cold follow-up labels
- Review the reason behind the priority score
- Know which leads deserve attention first
- Separate urgent inquiries from low-priority follow-ups
Respond
- Use broker-reviewed SMS drafts
- Use broker-reviewed email drafts
- Adjust the message before sending
- Keep the broker in control instead of auto-sending client communication
Track
- Set lead status and next follow-up dates
- Use follow-up calendar reminders
- Track pipeline stages from new lead to closed or lost
- Avoid relying on memory, sticky notes, or scattered inboxes
Follow up again
- Use stage-based follow-up messaging
- Re-engage old clients, renewal leads, and no-reply prospects
- Send realtor partner updates more consistently
- Keep opportunities from disappearing after one touch
Stay simple
- Built for mortgage brokers, not generic enterprise teams
- Simple enough for solo brokers and small teams
- Useful for daily follow-up, intake, pipeline visibility, and lead organization
- Designed to support speed without adding unnecessary CRM clutter
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.
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 lead follow-up FAQ
What is mortgage lead follow-up software?
Mortgage lead follow-up software helps brokers organize inquiries, track lead status, prioritize follow-ups, and respond to prospects faster with notes, summaries, reminders, and broker-reviewed message drafts.
Why do mortgage leads go cold?
Mortgage leads often go cold because the broker replies too slowly, the next action is unclear, or client details are scattered across calls, texts, emails, notes, and referrals.
How fast should a mortgage broker follow up with a new lead?
As fast as realistically possible. A new mortgage inquiry usually means the client is actively comparing options, asking questions, or trying to understand what they qualify for. A faster and clearer response gives the broker a better chance of keeping the conversation alive.
Does Broker Relay replace a mortgage broker?
No. Broker Relay helps brokers organize follow-up and prepare drafts. The broker still reviews every message, manages the client relationship, and decides what to send.
Does Broker Relay approve or decline mortgage applications?
No. Broker Relay does not approve, decline, underwrite, qualify, or guarantee mortgage applications.
Does the intake form affect a client’s credit score?
No. Broker Relay intake forms do not perform credit checks and do not affect credit scores.
Can brokers manually add leads?
Yes. Brokers can add leads from phone calls, referrals, realtor partners, email, social media, walk-ins, and other sources.
Can Broker Relay help with realtor referral leads?
Yes. Broker Relay helps brokers keep referred clients organized, track follow-up, and prepare reviewable SMS/email drafts so referral leads do not get buried.
Does Broker Relay automatically send texts or emails?
No. Broker Relay prepares message drafts for review. The broker stays in control and sends messages manually.
Is Broker Relay a full enterprise CRM?
No. Broker Relay is designed as a lightweight mortgage follow-up CRM for brokers and small teams that want intake, priority scoring, notes, pipeline tracking, and follow-up drafts without unnecessary complexity.
How much does Broker Relay cost?
Broker Relay offers a 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.