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Finding the right supplier with SortRefer's filters

clock Published Aug 13, 2026, 11:48 AM

Discover how our Supplier Filters can help you refine your search and find suppliers that better match your clients’ needs.

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No two clients are the same, which is why finding the right conveyancer can make all the difference.

At SortRefer, we know that supplier selection often goes beyond simply choosing the lowest quote. Whether your client has specific language requirements, needs a supplier who can act for a particular lender or has more specialist circumstances, our ‘Supplier Filters’ can help you quickly identify the most suitable option.

Tailor your search to your client

Our supplier filters allow you to refine your results and view suppliers based on a range of criteria, helping you find the right fit for each individual case.

You can filter suppliers by:

  • Language
  • Lender panel
  • Service offerings

This allows you to move beyond a one-size-fits-all approach and make recommendations that better reflect your client's needs.

You can also view useful information about suppliers, including their location and customer ratings, helping you compare your options. 

See our suppliers filter in action

Want to see how our 'Supplier Filters' section works? Watch our short video here

Need to meet more specific requirements?

Some cases require a little more consideration when choosing a supplier.

If your client would prefer to communicate in a specific language, requires a firm that can act for a particular lender or has more complex circumstances, supplier filters allow you to search using additional criteria to help identify suitable firms.

This can make it easier to find the right supplier for more specialised cases, without spending time manually searching through your options.

Find everything in one place

Once you’ve narrowed down your search, you can view additional information about each supplier directly within the portal. Select ‘find out more’ to access useful details including contact information, supplier bios and other relevant information to help you assess your options and find the right fit for your client.

Deliver better client outcomes

By combining tailored search options with detailed supplier information, our supplier filters make it easier to find a solution that meets your client's individual requirements.

Next time you're obtaining a quote, explore the suppliers section on your dashboard and discover how supplier filters can help you find the right fit for your clients.

Ready to get started? 

Sign in to your SortRefer account and start exploring our supplier filters to find suppliers that match your clients' needs.

Have a question? 

You can get in touch with our helpful team today on 0333 456 4567 / enquiries@sortrefer.co.uk

 

 

Finding the right supplier with SortRefer's filters

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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