The lead arrives at the wrong time
Brokers are often on calls, in meetings, or handling files when a new prospect reaches out.
The follow-up gap
Mortgage leads often go cold because brokers are busy, not because the lead was bad.
A new inquiry may be serious, but if the first follow-up is delayed or vague, the client can move on. Broker Relay helps brokers respond with more discipline.
The details are incomplete
A broker may need to review goal, amount, timeline, location, and contact details before replying.
The first message matters
A clear first response can keep momentum alive and move the client toward a call.
How it works
Broker Relay turns new inquiries into organized next actions.
A lead can come through the intake form or be entered manually. Broker Relay then helps summarize, prioritize, and prepare follow-up drafts.
Review faster
- AI lead summary
- Mortgage goal and timeline highlighted
- Missing details surfaced
- Client message kept visible
Prioritize better
- Follow-up priority score
- Hot/Warm/Cold labels
- Score reason
- Due follow-ups
Respond cleaner
- SMS draft
- Email subject
- Email draft
- Broker booking link when available
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 already get leads but need better follow-up discipline.
Broker Relay is useful when inquiries come from websites, social media, realtor partners, phone calls, past clients, or manual referrals and need one follow-up workflow.
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 follow-up software questions
What is mortgage lead follow-up software?
It is software that helps mortgage brokers track new inquiries, prioritize response, and manage follow-up actions.
Can Broker Relay write follow-up messages?
Broker Relay can prepare SMS and email drafts, but the broker reviews and controls what is sent.
Does it replace a broker’s professional judgment?
No. Broker Relay assists with organization and drafting. The broker remains responsible for communication and advice.
Can brokers track last contacted date?
Yes. The dashboard supports last contacted tracking and next follow-up planning.
Does Broker Relay send SMS automatically?
No. Broker Relay prepares drafts for broker review; it does not auto-send messages in the V1 workflow.
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.