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5 benefits of using SortRefer

clock Published Oct 9, 2020, 11:30 AM

Built and designed by a team of ex brokers, at SortRefer, we pride ourselves on applying our extensive knowledge in providing you with all the tools to enhance the service you give to your clients.

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So, what are the benefits? Here are five key benefits to start using SortRefer today.

1. Added Value for your Client

Our system is designed to save time, give our users control of every conveyancing transaction and provide ancillary products to enhance your mortgage service. We know how important it is to look after your clients. By adding SortRefer to your offering, you can offer the whole package when it comes to Conveyancing, and more. Our portfolio of products ensures that there is something to cover all of your client’s conveyancing requirements.

2. Dedicated Support

We pride ourselves on the help we provide. Our in-house customer service team is dedicated to helping our users. We want to make your life easier and will make sure that you are supported from case to case. All our registered users will be assigned to a Regional Account Manager and a Telephone Account Manager who are always just a phone call away to help with anything from help navigating the portal, to working on a complex case.

3. Technology 

At the heart of the business is a multi-award-winning conveyancing portal. We understand that updates are essential for you and your clients. Our case management system allows you to receive real-time updates and provides you with an up to date sales pipeline. Every solicitor on our panel has a case management system that is integrated with our technology. This allows you to communicate directly with the case handler on each case and will also save time chasing for updates.

4. Portfolio of Products

 All our products are competitively priced and allow you to earn from referral fees. From Residential Conveyancing and Fixed Price/Standard Remortgages to Wills, Surveys and Specialist Property Reports; you can earn on each of our products.

5. Additional Income

We put you in control of how much you earn. Meaning you’re able to choose a referral fee that is best for you and your client. Whether it’s a Sale, Purchase, Remortgage, Survey or Will, you’re able to earn a referral fee for each case.

If you have any questions or would like to chat with one of our team, please contact us on 0333 456 4567 or enquiries@sortrefer.co.uk.

5 benefits of using SortRefer

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.

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

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0333 456 4567

EMAIL US ON

enquiries@sortrefer.co.uk

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