SortRefer
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SortRefer
  • Home
  • About
  • Buy To Let
  • Fixed Price Remo
  • Register
  • News
  • Contact
  • Sign in

SortRefer is a free to use, online portal for Mortgage Intermediaries.

We offer Conveyancing, Surveys, Specialist Property Reports
and many other products to assist your clients with.

Find out more Sign up now Download the app

As a registered user, you'll benefit from:

Competitively
priced quotations

Gain access to transparent quotations within seconds for Conveyancing, Surveys and much more.

Our Quoting Process »

Market-leading
Technology

Save time with our award winning technology whilst in or out of the office.

Discover the Benefits »

Remortgage Products

Access our bespoke Fixed Price Remortgage products, perfect for an alternative to Free Legals.

Free Legals alternative »

Dedicated
support

Our regional and in-house teams are there to support you, as and when you need it.

Your own support team »

Additional Income

Would you like a chance to earn an additional income stream? At SortRefer you can! We let you choose how much you earn from each case, putting you in full control.

  • Earn up to £300 on Conveyancing cases
  • Earn up to £200 on Surveys*
  • Earn up to £250 on Wills*

*The referral fee depends on the survey/will selected.

Active Cases

Cases Awaiting Payment

Archived Cases

We've created a referral fee calculator so you can quickly check how much of an additional income stream you’d be able to achieve if you build in conveyancing to your advice process.

Our Suppliers

We have hand-picked a panel of suppliers located throughout the UK.

We pride ourselves on the strong relationships we’ve built with our suppliers over many years to ensure we’re getting the best deal and service for you and your clients.

Click on the map icons to view supplier names and to view details about each supplier.

Our Products

We provide great quality products and services for you to help your clients with. Remember we’re not just for Conveyancing, we have a list of other ancillary products that are helpful in all stages of the home buying/selling process.

Conveyancing
Remortgage and Fixed Price Remortgage
Surveys
Energy Performance Certificate
Self Assessment Tax Return
Wills
Help to Buy
New Homes Basic Valuation
Scotland - sale, purchase and remortgage
Non Standard
Probate
Conveyancing - Commercial Property
Specialist Property Reports
Buy to Let
Equity Release Conveyancing
Fixed Price Remortgage - £349 including TT
Stamp Duty Check

Our Solicitor partners have high standards of client care which have helped them achieve their status amongst the top conveyancing firms in the country. Whether for property sale or purchase, the SortRefer process for quoting and instructing the legal side of a property transaction is simple to use and the...

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Our Solicitor partners have high standards of client care which have helped them achieve their status amongst the top conveyancing firms in the country. Whether for Standard Remortgage, Fixed Price Remortgage or Buy to Let Fixed Price Remortgage, the SortRefer process for quoting and instructing the legal side...

Find out more

A home purchase is often one of the biggest expenses an individual will make, so making sure that the property being purchased is of the expected quality/value is of high importance. We offer a full suite of Surveys designed to give your client peace of mind.

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An Energy Performance Certificate is a report to show how energy efficient a property is and will give it a grade between A and G. The certificate aims to include suggestions on how to improve the rating. An EPC is required whenever a building is constructed, rented or sold.

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There are a number of reasons why someone has to submit a self assessment tax return, from being self employed, an employed high earner, or having a buy to let property. You can now offer your clients a specialist self assessment service from one of the UK’s leading tax agents. And why not try it yourself.

Find out more

The majority of the population under 65 fail to make a Will on grounds of expense or because they do not understand the ramifications of not having one. They simply expect everything to transfer to their loved ones when they pass away. At SortRefer, we have a Will proposition to deal with all circumstances, from...

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At SortRefer, we’ve created a dedicated Remortgage Conveyancing and Valuation solution to deal with the full or part redemption of an Equity Loan with a Remortgage. Within this area, you have the ability to quote for both the Remortgage Conveyancing and the Valuation, of which both can be linked together as a...

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Rather than a survey, a Basic Valuation is a professional report on a property's current market value and also includes a reliable opinion on the cost of rebuilding for insurance purposes. The Royal Institution of Chartered Surveyors (RICS) Registered Valuer will take into account all the factors which he or she...

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We’ve put together a dedicated proposition, including Sale, purchase and Remortgage conveyancing and Home Reports. Our suppliers have high standards of client care. Whether for property sale or purchase, the SortRefer process for quoting and instructing the legal side of a property transaction is simple to use...

Find out more

Please only use this facility when instructed to do so by the support team. It exists to allow us to help in circumstances which fall outside of our usual parameters such as for unusual, high value or ‘multiple’ cases. If you have a referral to send which you believe might fall into this category, in the first...

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Obtaining Probate is the process that you go through, which gives somebody the legal right to deal with a deceased person’s property, money and possessions – otherwise known as their ‘estate’. If there is a valid Will, a Grant of Probate will be required before any part of the estate can be accessed or...

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Commercial property conveyancing and lease arrangements are usually more complex than their residential counterparts. Through SortRefer, we’re delighted to offer you the opportunity to earn directly from referrals for this type of business.

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Specialist Property Reports are often necessary for both property purchasers and existing owners if further investigations are required at a property. Potential issues could be picked up in a Homebuyers report or Building Survey with recommendations for investigations into one particular area.

Please note...

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We have worked with our suppliers to create a bespoke Buy to Let proposition including Conveyancing, Remortgage Legals and Energy Performance certificates. Show your client that you are equipped to deal with their investments into property by using SortRefer’s bespoke Buy to Let offering. We've got a product to...

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Equity release is becoming increasingly popular in the industry and allows your client to release funds from their home in form of a lump sum or drawdown facility without having to downsize or move house. They may need to access the capital from their home for a number of reasons; home improvements, to help...

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Introducing our new Fixed Price Remortgage including Telegraphic transfer.

We understand that during a Remortgage, some mortgage lenders do require existing mortgage accounts to be redeemed by electronic funds transfer, which is the reason why we’ve created a specific Fixed Price product to...

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Stamp Duty Check enables Finance and Property Professionals to provide an Indication of Stamp Duty Land Tax (SDLT in England), Land Transactions Tax (LTT in Wales) or Land and Buildings Transaction Tax (LBTT in Scotland) or more detailed, accurate guaranteed SDLT figures for complex cases.

...

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Want to find out more about SortRefer? Watch our first film, which explains the reason for our launch and why technology and customer service are at the heart of everything we do.

WHO CAN REGISTER?

Any IFA or Mortgage Broker can register but for the benefit of the adviser's firm, we've structured our payment system around firms of advisers.

This means that any individual can register with SortRefer, however details of the business owner are required for the purpose of providing bank details.

SIGN UP NOW

ALWAYS ON HAND TO HELP

We are here to talk to you and to answer your emails too, so if you'd like to contact us, please do.

CALL US ON

0333 456 4567

EMAIL US ON

enquiries@sortrefer.co.uk

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SortRefer is a trading name of Sort Limited and is registered in England & Wales registration number 06885158.