AI Receptionist · Wells Surveyors

Cathedral city. Heritage properties. Conservation surveys.
Every instruction call answered.

Wells is England's smallest city but its property market punches above its size, with Cathedral Close properties and conservation area homes on Vicar's Close and the market area requiring specialist survey knowledge. Heritage and listed building work demands careful communication with buyers, lenders, and solicitors — and those calls arrive while you're on-site. ForgeMason handles every instruction call, conservation-area query, and mortgage lender request while you're focused on the property in front of you.

Book a Free CallFull Surveyors Page →
85%
of callers ring a competitor if unanswered
BrightLocal
21×
higher contact rate within 5 minutes
Harvard Business Review
60%
of professionals miss calls while with clients
Fix Radio
The Problem

Heritage properties in Wells need specialist surveyors — who can't always take calls

The Wells property market is small but characterised by high-value heritage transactions where buyers, lenders, and conveyancers need confidence in the surveyor they're instructing. A missed call from a buyer wanting to discuss a listed property survey, or from a mortgage lender querying reinstatement values, leaves a poor impression and risks losing the instruction to another practice. ForgeMason ensures every enquiry receives an immediate, professional response that reflects well on your firm.

What ForgeMason Handles

Built for surveyors. Every call type covered.

🏠

Instruction Capture

New survey instructions captured in full — property address, buyer name, lender or direct client, survey type requested, and contact details.

Mortgage Deadline Flagging

Callers mentioning exchange deadlines, mortgage offer expiry, or chain pressure are flagged as urgent and you receive an immediate alert.

📋

Survey Type Routing

HomeBuyer Report, Level 3 Building Survey, RICS Valuation, or heritage specialist survey — caller intent is identified and routed correctly.

📅

Survey Booking

Access arrangements and survey appointments booked directly into your calendar, with property details and vendor contact confirmed at the point of call.

🔗

Conveyancer & Agent Liaison

Calls from solicitors and estate agents handled professionally — query captured, urgency assessed, and response timeline confirmed to the caller.

Review Requests

Post-survey review requests sent automatically, building your reputation in the Wells and Mendip property market.

Pricing

Simple monthly plans

Capture
£67/mo
  • AI answers every call 24/7
  • Instruction details captured
  • Missed-call text-back
  • Urgent deadline flagging
Get Started
Growth System
£367/mo
  • Everything in Front Desk
  • Local SEO for Wells
  • Google Ads management
Get Started
FAQ
Can it handle instructions from mortgage lenders, agents and direct clients?+
Yes. ForgeMason identifies the caller type — lender panel, estate agent, or direct client — and captures the relevant instruction details for each. Lender panel instructions include the lender name, borrower reference, and property address. Agent referrals include the branch and negotiator name. Direct client instructions capture buyer details and property specifics. All are delivered to you in a structured format ready to action.
We survey a lot of listed and conservation area properties in Wells — can ForgeMason capture relevant details about heritage constraints when callers mention them?+
Yes. ForgeMason can be configured to prompt callers about listing status, conservation area designation, and any known planning constraints when they instruct a survey on a period property. This gives you the context you need to quote accurately and flag any specialist requirements before the survey day.
How quickly can we get started?+
Most surveying practices are live within 2–3 working days. We configure the AI with your survey types, fee structure, and geographic coverage area, then run a test call before going live. No hardware required.

Wells surveyor? Free 20-minute call.

Book the Call

Also serves: Shepton Mallet · Glastonbury · Street · All Surveyors