AI Mortgage CRM + email marketing + insights
Turn mortgage leads into campaigns, insights, and follow-up.
Broker Relay helps mortgage brokers capture leads, segment contacts, run email marketing campaigns, understand lead quality, and follow up faster with AI-assisted SMS/email workflows.
Dashboard
Live sampleDaily command center for leads, campaigns, and follow-up.
Priority leadsSorted by action
NameGoalScoreNext
Sarah M.Purchase pre-approvalBurnaby91%Today
Michael T.RefinanceSurrey72%Today
Daniel K.Renewal reviewSurrey68%Tomorrow
Leads
CRM viewSee every mortgage lead with priority, source, stage, and next action.
LeadMortgage goalStagePriorityNext follow-up
Sarah M.BurnabyPurchase pre-approvalNew LeadHot · 91%Today
Michael T.SurreyRefinanceDocs NeededWarm · 72%Today
Daniel K.SurreyRenewal reviewContactedWarm · 68%Tomorrow
Priya S.VancouverRefinanceContactedCold · 38%Next week
Campaigns
Email marketingEmail marketing connected to real mortgage lead stages.
Campaign performanceLast 30 days
First-time buyer nurture1,482 sent42%Active
Pre-approval checklist638 sent47%Ready
Renewal check-in912 sent36%Active
Pipeline
Stage movementMove leads through each mortgage stage without losing follow-up.
Pipeline risk: 8 follow-ups are due today. Broker Relay keeps them visible before leads go cold.
Insights
Next-best actionTurn lead data into what to do next.
Sarah M. insightHot · 91%
What the system sees: short purchase timeline, realtor referral, and pre-approval need.
Why it matters: if follow-up waits, this lead can book with another broker.
Next move: call today, send checklist, add buyer nurture campaign.
Product workflow
One workspace for CRM, campaigns, insights, and follow-up.
Broker Relay is built around the way mortgage brokers actually work: lead intake, priority, nurture, follow-up, pipeline movement, and closing.
Capture leads
Forms, referrals, QR codes, calls, manual entry, and broker lead sources stay in one CRM.
Segment contacts
Group leads by priority, source, city, timeline, mortgage goal, campaign audience, and pipeline stage.
Launch campaigns
Run email marketing campaigns, nurture sequences, and re-engagement follow-ups from the same workspace.
Read insights
See lead quality, campaign performance, follow-up gaps, pipeline movement, and next-best actions.
Follow up
Use AI-assisted SMS/email drafts and reminders to keep every opportunity moving.
Close more loans
Stay in front of warm prospects until they are ready instead of letting the file go cold.
Interactive broker workspace
Try leads, campaigns, pipeline stages, and insights before creating an account.
Click sample leads, change the stage, review summaries, and test copyable SMS/email drafts. This is sample data only.
Interactive broker dashboard demo
Try the CRM, campaigns, insights, and follow-up workflow.
Click a sample lead, move the stage, review real-style insights, and preview SMS/email follow-up.
3Sample leadsHot, warm, cold
91%Top lead scoreSarah M. priority
42%Campaign open rateFirst-time buyer nurture
11%Reply rateSample campaign
Selected lead
Sarah M.
Purchase pre-approval · Burnaby · Timeline: 0-3 months
Hot — 91%Realtor referral$850K purchaseNew Lead
91%Hot priority
What Broker Relay sees
Lead intelligence
- Realtor referral + 0-3 month timeline makes this a priority follow-up.
- High value lead can go cold if not contacted today.
- Source: Intake form
Email marketing fit
First-time buyer nurture
- Pre-approval checklist
- Documents to prepare
- Before writing an offer
File checklist
Docs to prepare
- Income documents
- Down payment source
- Credit check consent
Move pipeline stage
Click a stage to see how Broker Relay keeps the lead visible.
Lead & campaign insights
Click the insight tabs to see what a broker should focus on next.
Lead quality insight
High-intent purchase lead with a short timeline, strong referral source, and clear pre-approval need.Follow-up: TodayCampaign: 42%Stage: New Lead
Recent activity
Follow-up timeline
- Form submitted 10:42 AM
- AI summary generated
- Follow-up due today
Recommended action
What to do next
Call today, send the pre-approval checklist, then add Sarah to the first-time buyer nurture sequence.
Task readyCampaign readyDraft ready
SMS draft
Hi Sarah, thanks for reaching out about your pre-approval. I reviewed your timeline and can walk you through the next steps today.
Email draft
Subject: Next steps for your mortgage pre-approval Hi Sarah, Thanks for reaching out about your pre-approval. I can help you understand the next steps before you write an offer. A quick call would help confirm your timeline, down payment range, and target purchase price. Thank you, Your Mortgage Broker
Demo uses sample data only. A real broker dashboard is private.
Interactive Broker Insights
See a real mortgage lead example, not generic analytics.
Broker Relay shows what the lead is, why it matters, what campaign fits, and what action the broker should take next.
Sarah M. is a high-priority leadRealtor referral · Burnaby · purchase pre-approval · 0-3 month timeline.
91%
Best campaign matchFirst-time buyer nurture campaign fits the lead goal and short timeline.
42%
Pipeline riskThis lead is still at New Lead. The real risk is delayed first contact.
New
Recommended next moveCall today, send the checklist, and add the lead to the first-time buyer nurture sequence.
Today
Real exampleSarah M. · purchase pre-approval lead
Broker Relay turns a normal intake form into a clear follow-up decision.
What the system sees
Short timeline, purchase goal, realtor referral, and clear pre-approval need.
Why it matters
If the broker waits, the lead can go cold before the buyer writes an offer.
What to do next
Call today, send a checklist, and place the lead into a buyer nurture campaign.
Suggested campaign: Email 1 — Pre-approval checklist · Email 2 — Documents to prepare · Email 3 — What happens before writing an offer
Powerful product features
Everything a broker needs to stay in front of every opportunity.
Built-in email marketing
Create mortgage email campaigns, nurture sequences, and re-engagement follow-ups without a separate marketing platform.
Lead & campaign insights
Understand lead quality, campaign performance, follow-up gaps, hot/warm/cold priority, and next-best actions.
Lead segmentation
Group contacts by source, city, mortgage goal, priority, timeline, lead quality, and pipeline stage.
AI SMS/email follow-up
Prepare broker-reviewed SMS, email, and campaign drafts faster without starting from zero.
Today queue
Start each day with the leads, reminders, and campaign follow-ups that need action.
Mortgage pipeline
Track new, contacted, qualified, booked, docs-needed, submitted, closed, lost, and follow-up-needed stages.
Ready to stop losing warm mortgage leads?
Start your free trial and use code BROKER50 for 50% off your first 3 months.