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.
What is Broker Relay?
Broker Relay is a CRM built for one profession: mortgage brokers. Instead of adapting a generic sales tool, it ships with the mortgage workflow already in place — leads come in, get prioritized, get followed up, and move through pipeline stages that match how a mortgage deal actually progresses, from Contacted through Application Review to Funded.
How does it work in practice?
Lead intake runs through a single custom link or QR code that brokers embed in email signatures, social media, or marketing materials — every inquiry lands in the CRM instead of a personal inbox. Priority scoring automatically labels each lead Hot, Warm, or Cold, so the broker's attention goes to the most urgent opportunities first. A follow-up calendar collects today's tasks, overdue follow-ups, and future appointments in one workspace, which is where a mortgage broker's day actually happens. For outreach, the platform generates AI-drafted SMS and email messages that the broker reviews before sending — automation that speeds up communication without putting unreviewed messages in front of clients. Email marketing campaigns run from the same place.
Who is it for?
Individual mortgage brokers and small brokerages that currently track leads in spreadsheets, phone notes, or a generic CRM configured to approximate their process. The broker-reviewed drafting model suits a regulated, trust-based business where tone and accuracy matter.
When would a broker choose it over a generic CRM?
A general CRM can be bent into mortgage shape, but the bending is the work: custom stages, custom fields, custom automations. Broker Relay's argument is that the mortgage pipeline, the priority model, and the follow-up rhythm come preconfigured — so the broker starts managing leads on day one instead of building a system first.