Loan inquiries come from everywhere
Borrower contact details, mortgage goal, timeline, city, income range, and notes can end up spread across different tools.
The mortgage loan follow-up problem
Mortgage loan leads often go cold because follow-up is scattered, slow, or inconsistent.
Mortgage loan inquiries can come from websites, referral partners, phone calls, social media, past clients, and email. Without a simple CRM workflow, important details get buried and high-intent prospects can move on to another broker.
Hot leads are hard to spot quickly
A serious pre-approval or purchase inquiry may sit beside low-intent questions unless the broker has a clear priority system.
Follow-up messages take time
Brokers still need to review each file, but starting from a blank SMS or email slows down response time.
How Broker Relay helps
A focused mortgage loan CRM for intake, follow-up, and broker-reviewed communication.
Broker Relay keeps the first-response workflow simple: capture the inquiry, understand the lead, prioritize the next action, and prepare follow-up drafts for broker review.
Capture mortgage loan inquiries
- Share one intake link with prospects
- Collect mortgage goal, location, budget, timeline, income range, credit range, and message
- Add referral, phone, realtor partner, and walk-in leads manually
Prioritize follow-up
- Hot/Warm/Cold lead labels
- Lead Follow-Up Priority Score
- Next follow-up date tracking
- Due today and hottest-first views
Respond faster without losing control
- AI lead summary
- Recommended next action
- SMS draft for broker review
- Email subject and email draft for broker review
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.
Who this is for
Built for mortgage brokers, loan advisors, and small mortgage teams.
Broker Relay is best for brokers and small teams that already receive mortgage loan inquiries but need a cleaner way to track leads, respond faster, and avoid letting follow-up fall through the cracks.
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 loan CRM FAQ
What is a mortgage loan CRM?
A mortgage loan CRM helps mortgage professionals organize borrower inquiries, track lead status, manage notes, and follow up with prospects. Broker Relay focuses on mortgage lead intake, priority scoring, AI summaries, and broker-reviewed SMS/email drafts.
Is Broker Relay a mortgage loan origination system?
No. Broker Relay is not a loan origination system and does not manage underwriting, approvals, document collection, or credit decisions. It is a focused CRM and follow-up assistant for mortgage inquiries.
Can Broker Relay help mortgage brokers respond faster?
Yes. Broker Relay helps summarize inquiries, show which leads need attention first, and prepare SMS/email drafts that the broker reviews before sending.
Does Broker Relay approve or decline mortgage loans?
No. Broker Relay does not approve, decline, underwrite, qualify, pre-approve, or guarantee mortgage loans. Licensed mortgage professionals remain responsible for advice and client communication.
Does the intake form affect a borrower’s credit score?
No. Broker Relay intake forms do not perform credit checks and do not affect credit scores.
Is Broker Relay useful for small mortgage teams?
Yes. Broker Relay is designed for solo brokers and small mortgage teams that need a simple way to manage mortgage loan leads without a bloated enterprise CRM.
Can brokers manually add mortgage loan leads?
Yes. Brokers can manually add leads from referrals, phone calls, realtor partners, email, social media, or walk-in conversations.
Does Broker Relay send messages automatically?
No. Broker Relay prepares SMS and email drafts, but the broker reviews and sends messages manually.
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.