At SortRefer, we pride ourselves on the level of service we provide to our clients. Our supplier integration allows instant, real-time updates on your active cases straight to your emails or on your case tracking. Having your updates on the go in real-time will make the conveyancing process a much smoother one; thus, making your job easier.
Our Quoting processes.
Our system allows you to obtain a client-facing, transparent quotation within seconds. This is all down to the intuitive options we’ve included to streamline the process.
To obtain a price, some questions are necessary to form the base for the quote, along with some additional options buttons.
These are to help you fine-tune the quote to get the most accurate price from our suppliers.
Transparency
It is well known that some conveyancing quotes in the industry include the legal fee only. However, this means that the client could face an additional bill for the searches, disbursements and any supplements required to complete their case.
We’re proud that each quotation we produce is entirely transparent and includes all of the ‘nuts and bolts needed to complete the case, including searches, disbursements and the necessary supplements.
Don’t just take our word for it!
Check out our recent advocacy video from Nicola Schutrups at the Mortgage Hut.
“From the 1st time you log onto the portal, everything is super clear and easy. Getting a quote for a client is very quick, and this provides the results for you to give that quote to the client. You then get auto-updates once it’s instructed and the solicitor has accepted the instruction. The tracking within the portal is fantastic. As an adviser, you can see all of your cases, and as a business owner, you can see the firm’s cases. It’s really clear. The management information that it provides for us is invaluable.”
– Nicola Schutrups – The Mortgage Hut
Nicola Schutrups – The Mortgage Hut Advocacy Video
If you’d like to know more about our SortRefer Portal. Contact a member of our team today on:
Telephone: 0333 456 4567
Email: enquiries@sortrefer.co.uk