Broker Relay
A dedicated CRM for mortgage brokers to manage client leads.
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.