relay• Use case — Mortgage broking
For brokers whose file notes are always three calls behind.
Clients ring with a question. Lenders ring with a condition. Solicitors ring with a date. Relay captures every one on your number and turns it into the note, the next step and the message, from the phone.
A client call becomes the next step, the checklist and the booking.
Tap “Pre-approval check-in” after the call. Relay moves the deal to the right stage, emails the document checklist you agreed, and books the next call. You approve once.
The transcript sits behind the file note, so the compliance record writes itself.
Lender calls become file notes without you typing them.
The assessor rings with two conditions. You hang up and say: “Note the conditions on the Chen file and text Sarah that we need the rates notice.” Relay writes the note against the right deal and stages the text.
No skill needed. Tell Relay handles the one-off.
Referral partners get the update they keep asking for.
The agent who sent you the client wants to know it’s moving. “Vendor update” for brokers: one tap sends the referrer a two-line text on where the deal is, without the client’s details.
Hi Dave, quick one on the Chen purchase: pre-approval in, documents requested today, on track for finance by the 18th. Thanks again for the intro. Alex
Every lender call on record
Conditions, rates, dates. Captured on the line, noted on the file, searchable later.
Clients hear back the same hour
The checklist, the confirmation, the “approved” text, staged before you’ve left the car park.
Private calls stay private
Never-record list and Private mode. Your own bank never ends up in a file note.