2020-03-06
At SortRefer, we pride ourselves on the help we provide. We understand that not all Conveyancing transactions are plain sailing; which is why we have a dedicated support team to assist you. We’ve received some fantastic feedback from some of our users, so don’t just take our word for it!
We’ve pulled together a series of short case studies that show how SortRefer have helped our users to overcome some of the issues that arise in the life of financial intermediaries. First in the series, is an example of when our South East team helped a broker to resolve a problem.
“The account managers at SortRefer are so incredibly thorough with updates on all of our cases. They will do everything in their ability to get the job done. On this specific case, I truly believe that we would not have got it over the line without the help of Dawn.” Lydia Zammit from TS Mortgages
The Challenge
TS Mortgages were faced with a common challenge in the conveyancing industry, where the solicitor was not providing updates on a sale and purchase case that they were dealing with. This meant that there was a breakdown in communication, and no progress was being made. This caused frustration for all those involved, particularly the sellers of the property.
The Solution
The issue was raised following a conversation between TS Mortgages and SortRefer and Dawn stepped in to get clarity on the situation. She spoke with the case handler at the solicitors to express the concerns and find out what the hold up on information was. From then, regular and consistent updates were provided to TS Mortgages from both Dawn and the case handler.
The Outcome
Due to the lack of communication between several parties, including the case handler and the estate agent, the sellers were on the verge of pulling out. However, the result of Dawn’s intervention was that the case was completed, and on time! This is the ultimate goal for all cases, and by TS Mortgages and SortRefer working closely, it was achieved.
Client Review
“Since joining Sort Refer, we have dealt with Dawn Bowler, who has been amazing from the very beginning. Peter Higgins recently joined who came to meet us to introduce himself. They have both been so incredibly thorough with updates on all of our cases! If we have any concerns or queries, we do not hesitate to speak to either of them as we know they will do everything in their ability to get the job done.” Lydia Zammit from TS Mortgages
