Too many fields
A CRM with too many required fields slows down lead entry and creates messy adoption.
Why simple matters
A CRM only works if brokers actually use it.
Large CRMs can be powerful, but many brokers do not need an enterprise project just to track new inquiries and follow-up dates.
Too much setup
Small teams often do not have time to customize pipelines, automations, and workflows before seeing value.
Too little follow-up focus
Generic systems may track contacts but still fail to show who needs attention today.
Focused workflow
Broker Relay focuses on the follow-up actions that matter first.
A broker can add or receive a lead, review the AI summary, set next follow-up, and use broker-reviewed drafts to respond faster.
Lead capture
- Intake link
- QR code use cases
- Manual Add Lead
- Lead source tracking
Lead follow-up
- Priority score
- Today queue
- Follow-up calendar
- Pipeline status
Draft support
- SMS draft
- Email draft
- Recommended next action
- Broker review before sending
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 want useful, not bloated.
Broker Relay is best for independent mortgage brokers and small teams that want a clean follow-up CRM without spending weeks building a complicated 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
Simple mortgage CRM questions
What makes a mortgage CRM simple?
A simple mortgage CRM should make lead capture, contact details, priority, notes, status, and follow-up dates easy to manage without unnecessary setup.
Is Broker Relay simple enough for solo brokers?
Yes. Broker Relay is built around solo broker and small-team workflows.
Does Broker Relay auto-send messages?
No. It prepares drafts for broker review. The broker stays in control.
Can I use it instead of a spreadsheet?
Yes. Broker Relay is designed to replace scattered notes and spreadsheets for lead follow-up tracking.
Does simple mean limited?
Simple means focused. Broker Relay focuses on intake, priority, follow-up, and broker-reviewed communication.
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.