As a registered user, you’ll benefit from:


A wide range of Products to assist your clients with during their home move process.


Service provided by our hand-picked panel of suppliers from across the UK.


Earn an additional income stream through flexible referral fees.


Our regional and in-house teams are there to support you, as and when you need it.

Would you like to earn an additional income stream?

At SortRefer you can! We let you choose how much you earn from each case, putting you in full control. Here is an example of some of our earning potential:

  • Earn up to £300 on Conveyancing cases
  • Earn up to £200 on Surveys*
  • Earn up to £100 on Wills*

*The referral fee depends on the individual product selected.

Use our Referral Fee Calculator to find out how much you could earn if you build Conveyancing into your Mortgage Advice process.

Below is an example of what you could earn ...

Active cases: £12,500

Cases Awaiting Payment: £2,500

Archived Cases: £32,500

Try our Referral Fee Calculator

Not just for Conveyancing

As a Mortgage Intermediary, we understand there are other opportunities and conversations that come up as part of your advice process with clients. That’s why we have a wide variety of products and services to support you with, giving you a one-stop shop. From Conveyancing, to Wills, we have you covered.

Sale & Purchase

We know your client can’t buy or sell without going through the Conveyancing process, that’s why we’ve made our quoting and instructing process quick and easy to use. Get a quote within a matter of seconds.


Our Standard Remortgage option allows you to choose your own referral fee and the quoting process is quick and easy to use.

Fixed Price Remortgage

Need an alternative to Free Legals? Our Fixed Price Remortgage deals offer the perfect solution. With a number of packages suited to match cash back mortgage deals, there’s no need to use Free Legals again.

Buy to Let Fixed Price Remortgage

A great Buy to Let Remortgage option as an alternative to Lender Free Legals. It includes all of the supplements for a Buy to Let Remortgage case and offers you a referral fee too.

Fixed Price £349 inc TT

Like the rest of our Fixed Price Remortgage deals, this offers a great alternative to Free Legals. This option includes the cost of a Telegraphic Transfer fee included within the cost.

Equity Release Conveyancing

Equity Release is becoming increasingly popular with many looking to release Equity for various reasons. We provide a dedicated Conveyancing solution for your client’s Equity Release needs.

Second Charge Legals

Some clients use Secured loans against their property for various reasons. These Second Charges must be registered with Land Registry and we provide a Conveyancing solution to support your client with this.

Stand Alone Transfer of Equity

A Transfer of Equity involves the removal or adding of people named on the legal title of a property. Sometimes a Stand Alone Transfer is required when no change of lender is taking place. Here is our Conveyancing option to assist.

Help to Buy – Remortgage / Valuation

At SortRefer, we’ve created a dedicated Remortgage Conveyancing and Valuation solution to deal with the full or part redemption of an Equity Loan with a Remortgage. Assist your clients with their redemptions today.

Conveyancing – Commercial Property

Commercial Property Conveyancing and Lease arrangements are usually more complex than their residential counterparts. Through SortRefer, we’re delighted to offer you the opportunity to support your clients with their Commercial property needs.

Surveys and Valuations

A Home Purchase is often one of the biggest expenses an individual will make, so making sure that the property being purchased is of the expected quality/value is of high importance. We offer a full suite of Surveys designed to give your client peace of mind.

Specialist Property Reports

Specialist Property Reports are often necessary for both property purchasers and existing owners if further investigations are required at a property. Examples include Electrical, Timber & Damp or Japanese Knot weed. We have a full range to help support your client.

Energy Performance Certificates

An Energy Performance Certificate is a report to show how energy efficient a property is. Clients may need a new one when they look to sell, or a private landlord may need to renew their EPC. Whatever the client, we have an option here to assist.

Sale, Purchase and Remortgage

The Scottish Conveyancing is different to the system in England/Wales. We’ve put together a dedicated Conveyancing proposition for you to assist your clients in Scotland.

Scottish Home Reports

In Scotland, a Home Report is an essential part of the house selling process. All sellers must have a Home Report before presenting their property to the market. At SortRefer we have a proposition to help your clients get ‘Sale Ready.’

Fees Assisted Remortgage

Fees Assisted provides an alternative to free legals, especially when the lender is offering cash back. Whilst it doesn’t include all of the fees required, it does provide a cost-effective option for your client’s Remortgage.


A high percentage of the population under 65 fail to make a Will on grounds of expense or because they do not understand the ramifications of not having one. At SortRefer, we have a fully advised Will proposition suitable for a range of different clients, offering peace of mind.

Independent Legal Advice

There are often times when a customer must receive formal advice from a Solicitor or Chartered Legal Executive (who isn’t involved in the original proceedings). We’ve designed this product to fir many circumstances.

Standalone Lease Extensions

A Lease Extension will often be required to extend or add variation of the lease of Leasehold flats. At SortRefer, we’ve developed a click & quote option for you to support your clients.

Stamp Duty Check

Some cases can offer complicated land tax queries. Our Stamp Duty Check product has been designed to take the headache out of complicated land tax and can offer two different solutions to help.

Non Standard

Sometimes there are occasions when a client might ask you for support in other areas. We have developed our Non-Standard referral option for those instances. Please speak with our Support team and they may be able to obtain a bespoke quotation for the set of circumstances.


The Legal process for Self-Build is different to the traditional Home Buying/Remortgaging journey and can often be complex. This is why we have a dedicated Conveyancing option to cater for your client’s Self-Build needs.

Our Suppliers

Our Panel of Suppliers are hand-picked and are located in the UK. We pride ourselves on the strong relationships we’ve built over many years to ensure we’re getting the best deal and service for you and your clients. Click on the map icons to view supplier names and to view our supplier

Get Sorted with SortRefer

Any IFA or Mortgage Broker can register for free with SortRefer. Gain access to a large selection of products to assist your clients with throughout their home move process and earn an additional income stream.

Register Now Contact Us