Lead Capture — Mortgage Brokers

Offer accepted.
Buyer calling.
Broker with another client.

Mortgage enquiries are time-sensitive in a way most professional service leads are not. A buyer who has just had an offer accepted is not going to leave a voicemail and wait two hours. They will call the next broker on the list, get qualified within ten minutes, and proceed. ForgeMason answers every call immediately, qualifies the lead, and gets the key details to your broker so they can call back before the client has had time to reconsider.

See It In Action From £67/month

85%

of callers ring a competitor if the first call goes unanswered

BrightLocal Consumer Survey

21×

higher contact rate when enquiries followed up within 5 minutes

Harvard Business Review

60%

of small businesses can't take calls while with clients

Fix Radio

How It Works

Lead captured. Broker informed.

Call answered instantly

AI answers while your broker is mid-fact-find with another client. No voicemail, no lost lead at the critical moment.

Enquiry type identified

Purchase, remortgage, buy-to-let, or protection enquiry identified. New or existing client confirmed.

Lead qualified

Property value, deposit or equity, employment type, urgency (offer accepted, rate expiring) — key qualifying data captured before the callback.

Broker notified

Urgent leads (offer accepted, deadline) notified immediately. Standard enquiries queued for end of appointment. Broker calls back informed.

Callback confirmed

Caller receives a text confirming the broker will call back within a set time. No lead left in the dark.

Features

Built for mortgage brokers.

🏠

Lead Qualification

Property value, LTV, employment status, urgency — captured before the callback so your broker opens the conversation already knowing the opportunity.

⚡

Urgency Flagging

Offer accepted, rate expiring, chain pressure — identified and escalated for immediate broker notification, not standard callback queue.

🔄

Remortgage Recall

Existing clients flagged for remortgage review 3 months before their fixed rate ends. Proactive call before they start shopping.

🛡️

Protection Cross-Sell

Life insurance, critical illness, and income protection prompts built into the intake flow — every lead qualified for protection needs too.

⭐

Review Automation

Post-completion review requests sent automatically. Builds your Google profile and drives referrals from satisfied clients.

🔒

FCA-Aware Scripting

No advice given. AI captures information only. All calls logged. Consistent, compliant intake at every touchpoint.

Pricing

Simple pricing. No setup fee. No lock-in.

Capture

£67/mo

AI answers every call 24/7
Lead qualification and capture
Missed-call text-back
Broker notification

Get Started

Questions from mortgage brokers.

What enquiry details does ForgeMason capture for mortgage leads?+

For a new mortgage enquiry, ForgeMason captures: purchase or remortgage, property value, deposit or equity amount, employment status, whether there are any credit issues, urgency (e.g. offer accepted, rate expiring), and preferred contact details. This gives your broker enough information to prioritise the callback and begin the sourcing conversation without starting from scratch.

Can it flag urgent rate or deadline enquiries?+

Yes. ForgeMason is configured to identify urgency indicators — offer accepted on a property, existing rate expiring within 90 days, remortgage deadline — and flag these calls for immediate broker notification rather than standard callback queue.

Does the AI give mortgage advice?+

No. ForgeMason captures information only — it does not discuss rates, recommend products, or give any regulated financial advice. All calls are logged. The AI's role is to ensure every lead reaches your broker with the qualifying information already gathered, not to substitute for a broker.

Is there a minimum contract?+

No minimum contract. Rolling monthly. No setup fee.