Capture
Leads from forms, referrals, QR codes, calls, and manual entry stay in one CRM.
AI mortgage CRM with built-in email marketing
Stop mortgage leads from going cold.
Broker Relay helps mortgage brokers follow up faster, prioritize hot leads, run email marketing campaigns, and manage broker-reviewed SMS/email follow-ups in one clean workspace.
✓ Free trial✓ No setup fee✓ Cancel anytime
✦
Email campaigns
Nurture leads automatically
✉
AI follow-up
Draft SMS/email faster
◷
Today queue
Know who needs attention
↗
Cleaner pipeline
Move leads without clutter
How Broker Relay works
A smarter follow-up and campaign workflow in 5 simple steps.
Segment
Organize leads by hot, warm, cold, source, city, mortgage goal, and pipeline stage.
Campaigns
Run email marketing campaigns, nurture sequences, and broker-reviewed SMS/email follow-ups.
Conversations
Keep replies, reminders, notes, campaign history, and activity tied to the right lead.
Close more loans
Stay in front of prospects until they are ready instead of letting follow-up die.
Product preview
All your leads. One clean CRM with email marketing built in.
See every lead, score, stage, campaign, and next step so nothing important slips through the cracks.
- Real-time lead activity and priority scoring
- Email marketing campaigns, nurture sequences, and SMS/email drafts
- Tasks, reminders, campaign follow-ups, and pipeline tracking
- Mortgage-specific lead fields, segmentation, and notes
Broker workspace previewCRM + email campaign flow
Lead list · Priority score · Campaign follow-upBuilt for lead nurturing
Powerful features built for brokers
Everything you need to follow up, market, and close faster.
Built-in email marketing
Create mortgage email campaigns, nurture sequences, and re-engagement follow-ups without using a separate platform.
AI follow-up assistant
Prepare broker-reviewed SMS and email drafts quickly, then send with more consistency.
Smart lead scoring
See who is hot, warm, or cold so the best opportunities do not get buried.
Lead segmentation
Group leads by source, city, mortgage goal, priority, timeline, and pipeline stage.
Today queue
Start each day with the leads, reminders, and campaign follow-ups that need action.
Mortgage pipeline
Track new, contacted, qualified, booked, closed, lost, and follow-up-needed stages.
Built for solo brokers and small mortgage teams that want CRM, email marketing, and faster follow-up without enterprise CRM complexity.
Mortgage-specificEmail marketing built inBroker-reviewed AINo setup fee
See it in action
Watch Broker Relay in 2 minutes.
See how Broker Relay helps brokers capture leads, prioritize follow-ups, create email marketing campaigns, prepare SMS/email messages, and keep deals moving.
- 2 minute overview
- Real platform walkthrough
- See email campaigns in action
- Built for mortgage lead nurturing
Simple transparent pricing
Try the CRM and email marketing system before paying.
Start with the free trial. No setup fee. No enterprise CRM bloat.
Launch Offer
$49.50
per month for first 3 months
Use code BROKER50. Then $99/month after promotion.
- Lead pipeline
- Priority scoring
- Email marketing campaigns
- SMS/email follow-up drafts
Monthly
$99
per month
Free trial first. No setup fee. Built for solo brokers and small teams.
- Lead pipeline
- Priority scoring
- Email marketing campaigns
- SMS/email follow-up drafts
Annual
$999
per year
Save compared with monthly billing. Good for brokers ready to commit.
- Lead pipeline
- Priority scoring
- Email marketing campaigns
- SMS/email follow-up drafts
FAQ
Frequently asked questions.
What is Broker Relay?
Broker Relay is an AI mortgage CRM with built-in email marketing, lead follow-up, priority scoring, pipeline tracking, and broker-reviewed SMS/email tools.
Does Broker Relay include email marketing?
Yes. Broker Relay helps brokers create mortgage email campaigns, nurture sequences, re-engagement follow-ups, and client communication tied directly to lead records.
Does Broker Relay generate mortgage leads?
No. Broker Relay is not lead generation. It helps brokers manage, segment, market to, and follow up with the leads they already have so fewer warm prospects go cold.
Can I try it first?
Yes. Start with the free trial. The launch offer gives 50% off your first 3 months with code BROKER50.
Is it built for solo brokers?
Yes. Broker Relay is designed for solo brokers and small mortgage teams that want CRM, follow-up, and email marketing without enterprise CRM clutter.
Is the AI automatic?
The AI is designed to assist the broker. Campaigns, drafts, summaries, and follow-ups are meant to be reviewed by the broker before client communication.