Broker Relay
A dedicated CRM for mortgage brokers to manage client leads.
In their words
Broker Relay CRM helps mortgage brokers organize leads, track follow-ups, run email marketing campaigns, and prepare broker-reviewed SMS/email drafts in one simple CRM.
Key Features
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Lead Intake: Capture inquiries via a single custom link or QR code that can be embedded in email signatures, social media, or marketing materials.
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Priority Scoring: Automatically labels leads as Hot, Warm, or Cold to ensure brokers focus on the most urgent opportunities.
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Follow-up Calendar: A dedicated workspace to manage today’s tasks, track overdue follow-ups, and schedule future appointments.
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AI Assistance: Generates broker-reviewed SMS and email drafts to streamline communication and prevent leads from going cold.
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Pipeline Tracking: Provides a visual way to move clients through stages like Contacted, Application Review, and Funded.
-helps mortgage brokers manage leads, run email marketing campaigns, and follow up with prospects from one simple workspace.
Fact file
Web app- Web
- Pricing
- $99 per month
- Launch Offer
- $49.50 per month for first 3 months
What is Broker Relay?
Mortgage brokers and loan officers organizing daily follow-ups, lead intake, and borrower communication use Broker Relay to manage client pipelines without enterprise platform bloat. Inquiries enter through custom capture links, QR codes, or manual entry before sorting into hot, warm, or cold priority scores based on source, city, and mortgage goal.
Pipeline stages and daily tasks
Daily routines center on a dedicated workspace displaying overdue reminders, active client records, and campaign follow-ups across stages like new, contacted, qualified, booked, and closed. Brokers track each deal alongside notes, manual lead entries, and historical campaign activity without jumping between separate productivity tools.
Email campaigns and AI drafts
Built-in email marketing tools run nurture sequences and re-engagement campaigns directly from the client record. An artificial intelligence assistant prepares SMS and email message drafts for communication, leaving the final review and sending steps to the broker before any message reaches a borrower. The software operates entirely as a management and marketing space, leaving loan approvals, underwriting, and mortgage qualifications outside its scope.