A young professional working in Wells rings your Street practice at 12:30pm on a Wednesday. She's a first-time buyer looking at a new-build near Crispin School and needs to understand how the developer's preferred lender compares to the wider market. You're on your lunch break meeting with a client. ForgeMason answers, captures her query, notes the new-build situation, and confirms a callback for 2pm — giving you time to prepare a focused answer before you speak.
Street is a compact Somerset town with a steady housing market — new developments alongside established residential streets attract a mix of first-time buyers, young families, and those stepping up the ladder. Many callers are working locally and can only make calls during their lunch break or short windows during the day. If you're already in a meeting when they call, they don't wait. ForgeMason ensures the call is always answered, the lead is always captured, and you always have the full context before returning a call that could turn into a completed application.
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 Street brokerage.
Book the Demo