At SortRefer, we’re always looking for ways to make things easier for our Introducers. While many use the platform to submit cases, there are plenty of resources available that can help you get more from the portal and better support your business and clients.
Located within the SortRefer platform, our Broker Toolkit is a central hub packed with useful content designed to support you throughout your client’s journey. Whether you're looking to learn more about a particular product, better understand a process or access materials to share with your clients, we’ve covered it all.
Download useful, unbranded documents that reflect your brand
One of our most used tools within the Broker Toolkit is our extensive list of unbranded client-facing documents.
Designed to be shared as part of your own client journey, these guides allow you to provide valuable, informative resources while keeping your brand front and centre.
Covering everything from conveyancing and surveys to Wills, Specialist Property Reports and first-time buyer guidance, these documents are available in a range of colours to complement your branding and can be downloaded, printed or emailed directly to your clients.
Learn more about our products in minutes
If you prefer learning through visual content, our Product Videos section is a great place to start.
These videos provide clear overviews of the products and services available through SortRefer, helping you better understand our features, benefits and suitability. They're ideal for both new users looking to familiarise themselves with what our SortRefer system has to offer, as well as existing Introducers wanting a quick refresher.
Make complex property transactions easier to understand
Conveyancing isn’t the easiest of topics to understand; it can be lengthy and complex, often leaving clients confused during one of the biggest transactions of their lives.
That’s why we’ve created several videos to support you and your clients through every stage.
Covering key transactions such as Purchases, Sales, Remortgages and much more, these videos provide clear, easy-to-understand explanations to help you answer common questions and manage client expectations.
There's also a dedicated guide to setting up White Label, helping Introducers make the most of our digital tools.
Whether you're looking to improve your own understanding of a process or provide additional support to your clients, these videos are a valuable resource that can help make complex transactions easier to understand.
Browse the full library
Want to see our services in action?
Sometimes the best way to understand a product or service is to see it in action.
Our Case Studies showcase real-life examples of how Brokers have utilised our SortRefer services to support their clients and how it has helped enhance their business. They offer insights into different scenarios and demonstrate how our products and services have helped deliver positive outcomes for their firms.
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Ready to get more from SortRefer?
By making the most of the free resources available within the Broker Toolkit, you can build your knowledge, enhance client conversations and make the most of every opportunity.
If you haven't explored Broker Toolkit recently, now is the perfect time to take a look and discover even more ways to support business.
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Need a helping hand?
You can get in touch with our helpful team today on 0333 456 4567 / enquiries@sortrefer.co.uk