Too many features
Generic CRMs can feel too broad for mortgage follow-up.
CRM problem
Many CRMs are powerful but too complicated for daily mortgage follow-up.
A broker needs a system they actually use, not another tool that becomes abandoned after setup.
Too much setup
Complex pipelines and automations can slow down adoption.
Too little daily focus
The broker needs to know who to follow up with today.
Broker Relay approach
Simple CRM features focused on mortgage follow-up.
Capture
- One client intake link
- Manual Add Lead
- Source tracking
Review
- AI summary
- Priority score
- Lead details
Follow up
- 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 solo brokers and small teams that want less software noise.
Broker Relay is made for brokers who want a focused follow-up system instead of a broad enterprise CRM.
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
Simple mortgage CRM FAQ
What makes Broker Relay simple?
It focuses on intake, lead organization, priority scoring, summaries, and follow-up drafts.
Is Broker Relay a full enterprise CRM?
No. It is a focused mortgage broker follow-up workspace.
Can it replace HubSpot or Pipedrive?
For some brokers, it may replace a generic CRM for lead follow-up. For large teams, it may be more of a focused intake/follow-up tool.
Does Broker Relay send automatic messages?
No. Drafts are prepared for broker review.
Is there a setup fee?
No. Broker Relay is designed to be simple to start.
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.