Referrals arrive informally
A lead can come through a quick text, call, or partner message.
Referral risk
Referral leads are valuable, but they can get lost if there is no clean workflow.
Referral leads may arrive by text, phone call, email, or realtor partner introduction. Broker Relay gives brokers a place to enter and manage them.
Context matters
The broker needs to remember who referred the lead and what was said.
Follow-up protects relationships
Responding quickly reflects well on the broker and the referral partner.
Broker Relay workflow
Turn referral conversations into trackable lead records.
Add manually
- Full name
- Phone/email
- Source
- Notes
Prioritize
- Timeline
- Mortgage goal
- Follow-up priority score
Follow up
- Recommended next action
- SMS draft
- Email draft
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.
Best fit
For brokers who receive realtor partner and past-client referrals.
Broker Relay is useful when lead generation happens through relationships and the broker needs a simple tracking system.
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 referral lead FAQ
Can Broker Relay track realtor partner referrals?
Yes. Brokers can manually add leads and mark the source as Realtor Partner or another referral source.
Can brokers add leads from phone calls?
Yes. Manual Add Lead supports phone calls and offline conversations.
Does Broker Relay send referral updates automatically?
No. It prepares drafts and keeps lead details organized for broker review.
Can brokers add notes?
Yes. Broker Relay supports notes/message fields and follow-up details.
Is Broker Relay a referral network?
No. It is a CRM/follow-up assistant, not a referral marketplace.
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.