A professional couple rings your Sherborne practice at 2pm on a Friday — they've been outbid three times on properties in the town and they're now ready to move the moment the right one comes up. They want a mortgage in principle arranged before viewing anything else. You're in an appointment. ForgeMason answers, takes their income details, deposit, and target price range, then confirms a Monday morning callback so they start the week ready to make a credible offer.
Sherborne is one of Dorset's most attractive market towns — its abbey, independent high street, and good schools draw buyers who've made a deliberate decision to move here. These buyers tend to be organised, financially ready, and serious about getting a mortgage in place before competing. A broker who doesn't answer when they call doesn't get a second chance. ForgeMason ensures your practice always picks up — capturing the buyer's position, their urgency, and their timeline so you can provide a fast, informed response when you call back.
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 Sherborne brokerage.
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