A teacher from Radstock calls on a Thursday afternoon — she and her partner have just had their offer accepted on a three-bedroom semi and are trying to finalise their mortgage before their decision in principle expires in five days. You're on a call with an underwriter chasing another client's application. ForgeMason picks up, notes the DIP expiry urgency, takes their property value and the lender name on the DIP, and marks it for priority callback before the working day ends.
Radstock sits alongside Midsomer Norton in the northern Somerset coalfield — a compact residential market where value-for-money buyers make fast decisions. Many callers have already started the process with a lender directly before realising they need a broker to access better rates or handle a complication. They're time-pressed and ready to proceed. Missing their call means handing the instruction to a broker who happened to be available. ForgeMason eliminates that risk — every call answered, every lead captured, every urgent situation flagged.
Every call answered while you're with a client. No new lead lost to voicemail during a lender call.
Enquiry type, property value, deposit level and urgency captured. You have context before the callback.
Offer accepted, rate expiry imminent, chain move — urgency identified and flagged for priority callback.
Existing clients recalled at the right point before their fixed rate expires. No client remortgages without you.
No mortgage advice given by the AI. Enquiry captured and routed — compliant with FCA guidance on advice vs information.
Post-completion review requests sent automatically. Builds your local reputation and referral pipeline.
Free 20-minute demo. See how ForgeMason captures leads for your Radstock brokerage.
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