Relay
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Turn mortgage closings into insurance referrals.
A secure workflow your agency owns — from lender partner to borrower intake to bind.
How it works
One connected path from loan officer to bind.
Relay gives your agency a dedicated workspace for mortgage referrals — without asking borrowers or lenders to learn a new portal.
01
Lender sends a referral
Your mortgage partners create a referral in seconds and share a secure link, QR code, email, or text with the borrower.
02
Borrower completes intake
Borrowers submit identity, documents, and questionnaire answers on a branded path — no agency login required.
03
Your agency quotes and binds
Producers and processors work the file in one place, and lenders watch every status change until coverage is bound.
Borrower experience
Borrowers finish in minutes — on their phone.
A guided questionnaire, secure document uploads, or share-from-lender — without accounts, portals, or duplicate paperwork.
For your lender partners
Lenders get full visibility into their pipeline.
Every referral status, quote update, and delivered binder — live in one view. Your mortgage partners always know where coverage stands, without chasing your team.
Every binder, one place.
When a policy binds, lenders download binders from Relay — not from a buried email thread. Carrier, policy number, and effective date are right there.
Why agencies choose Relay
Built for how independent agencies actually work.
You get a referral operating system that protects client data, respects lender relationships, and keeps producers moving.
Client data stays protected
Referrals, documents, and borrower details are handled with agency-grade security — so you can partner with lenders without putting client files at risk.
Lenders see the full pipeline
Loan officers get live visibility into every referral — quoting, docs needed, bound — plus binders in one place instead of hunting through email.
Intake and documents in one path
Borrower questionnaires, uploads, lender document sharing, and agency follow-up live in a single referral record your team can act on.
Pilot story
Designed alongside agencies that live in the mortgage referral cycle.
Relay started with independent agencies like Oxford Millin — teams that need a clean, secure path from loan officer to borrower to binder.
Built for trust
Your referrals stay yours
Every referral, document, and borrower detail is protected so your agency and your lender partners can work together with confidence.
Get started
Ready to bring Relay to your agency?
We'll walk through lender onboarding and a live referral — then talk about what a pilot looks like for your team.
Prefer email? hello@lendrelay.com