A surveyor on a survey cannot take calls — and property transactions don't wait. A buyer needing a HomeBuyer Report with a mortgage offer about to expire, a conveyancer chasing survey results, or a new instruction from an estate agent — all of these need a fast response. ForgeMason captures every instruction, flags every urgent chain query, and has the details structured and ready when you're back from the survey.
Every call picked up from the first ring — no missed instructions while you're on-site at a property.
New instruction, existing report chase, mortgage lender referral, urgent chain query — categorised immediately.
Survey type, property address, mortgage lender, instructing party, urgency and full contact details — all structured.
Exchange deadlines, mortgage offer expiry and completion-related calls flagged for immediate callback.
Caller receives a text — instruction received, surveyor will be in touch to confirm availability and book the survey.
Survey type, property address, mortgage lender, instructing party and urgency captured from every new enquiry call.
Callers mentioning mortgage offer expiry or exchange deadlines flagged as urgent for same-day callback.
HomeBuyer Reports, Building Surveys, Valuations and Snagging Lists each routed to the appropriate surveyor.
Surveys booked directly into your calendar. Client receives a confirmed date and appointment confirmation text.
Calls from conveyancers and estate agents chasing survey progress captured and routed to the relevant case manager.
Post-survey review requests sent automatically. Builds your local profile and generates referral-ready reputation.
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Free 20-minute call. We'll show you how many instructions you're missing and what we'd build to fix it.