Over the past few weeks, we've highlighted some of the key features available through your SortRefer portal, from our 'Broker Toolkit' and 'Supplier Filters' to 'White Label' quoting.
But these are just some of the tools available to help you manage your cases, support your clients and get more from your SortRefer account.
Explore your SortRefer portal
We've told you about some of our main features, but there's plenty more to discover within your SortRefer portal.
The main navigation menu gives you quick access to different areas of the portal, while 'Quick Links' make it easy to go straight to the products you're looking for.
From the homepage, you can also keep track of your activity at a glance. The central section provides a snapshot of your active cases, saved quotations and 'Case Manager', helping you keep everything in one place. If you're part of a firm, you can also access cases across your firm's accounts.
Looking for a particular product?
You can browse the available products, view further information and filter your options to help you find what you need more easily.
You can also keep up to date with the latest SortRefer news and updates, so you can stay informed about what's happening across the platform.
Need extra support?
To help you get familiar with our portal, we've created a short Site Navigation video that walks you through these key areas and shows you where to find the different features available.
Whether you're new to SortRefer or simply looking for a refresher, it's a great way to discover features you may not have used before.
Watch here
Ready to explore?
We've shown you some of the ways SortRefer can support your business, but there's plenty more to discover.
Take a few minutes to browse your SortRefer portal and watch our Site Navigation video to familiarise yourself with the tools and resources available to you.
Sign in to your SortRefer account and start exploring here.
You can also get in touch with our helpful team today on 0333 456 4567 / enquiries@sortrefer.co.uk