Product preview

Try the Broker Relay follow-up workflow.

Click sample leads, move pipeline stages, view AI-style summaries, and test copyable SMS/email drafts. This demo uses fake sample data only.

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Interactive broker dashboard demo

Try the follow-up workflow before creating an account.

Click a sample lead, change the stage, review the summary, and test copyable SMS/email drafts. This is sample data only.

Demo only · No login needed
3Sample leads
1Hot lead
1Due today
2Drafts ready

Sarah M.

Purchase pre-approval · Burnaby · Timeline: 0-3 months

Hot — 91%Realtor referralFollow-up: TodayNew Lead

Move pipeline stage

Lead summary

High-intent purchase lead with a short timeline and realtor referral source.

Recommended next action

Call today, confirm timeline, then send a pre-approval checklist.

Lead notes

Looking at a townhouse around $850k. Wants pre-approval steps before writing an offer.

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 reviewed your inquiry and 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.

Follow-up calendar

The preview also connects to calendar-driven follow-up.

Broker Relay helps brokers track overdue, due-today, and upcoming leads so follow-up does not disappear into scattered notes, texts, or memory.

View Calendar Workflow

Calendar workflow

  • See which leads are due today.
  • Track overdue follow-ups.
  • Schedule next actions.
  • Keep warm leads from going quiet.