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Latest News

SortRefer are thrilled to add Will Referrals to our product offering!

clock Published Feb 17, 2015, 11:00 AM

"SortRefer, the intermediary online portal, has launched a new will referral service to run alongside its conveyancing proposition. Advisers now have access to a will drafting service for clients run by dedicated solicitors, providing an extra professional aspect to their business offering, as well as a new income generator. Existing users of the SortRefer conveyancing service will already have access to the new facility."

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"SortRefer, the intermediary online portal, has launched a new will referral service to run alongside its conveyancing proposition.

Advisers now have access to a will drafting service for clients run by dedicated solicitors, providing an extra professional aspect to their business offering, as well as a new income generator.

Existing users of the SortRefer conveyancing service will already have access to the new facility."

Click here to read more on Financial Reporter.
Click here to read more on Best Advice.
Click here to read more on Cherry.

SortRefer are thrilled to add Will Referrals to our product offering!

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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0333 456 4567

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enquiries@sortrefer.co.uk

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