It's a Tuesday lunchtime and a self-employed tradesperson is calling your Shepton Mallet practice — they've found a property they want to buy but are worried their accounts won't satisfy a high street lender. They need a specialist broker who understands complex income. You're in a client review. ForgeMason answers, captures their income structure, the property value, and their timeline, then confirms you'll call back that afternoon — ready to discuss specialist lender options.
Shepton Mallet serves a mix of local buyers and those attracted by its position between Wells, Frome and the Mendip Hills. The town has a good spread of property types — from newer builds to older stone cottages — and draws buyers with varied financial profiles. The busiest periods for mortgage enquiries overlap exactly with the time you're most occupied: mid-morning and lunch, when working clients steal 20 minutes to make calls. ForgeMason answers those calls professionally, captures the full picture, and holds the lead warm until you're free to respond.
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 Shepton Mallet brokerage.
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