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...
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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.
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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...
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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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We understand that selling at Auction may sometimes be the best option for your client and their circumstances. Here at SortRefer, we have a dedicated Auctions Referral product that is powered by SDL Auctions.
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An Auction pack is the legal set of documentation prepared by the Seller of an Auction sale. Unlike a Sale using the traditional methods, these Auction packs are prepared in advance before the property is listed for Auction.
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SortRefer offers a digital onboarding solution for your clients with fixed base costs and streamlined collaboration with our hand-picked conveyancing partners. With our simple instruction process, the client auction pack and legal journey can start in minutes and is fully supported by our dedicated and...
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