2020-03-11
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. Here's an example of when our North London team work together to help resolve a broker's case issue.
"Roy and Richard acted promptly, and with the urgency we needed to hold the completion together. Without strong teams like Roy & Richard I would not feel as confident. My client completed on the day without knowledge of our efforts in the background. Thanks, guys!" Julian Girdler from Jem Mortgages Ltd
The Challenge
A broker from Jem Mortgages Ltd was advised by the conveyancer that his client would not be completing on the planned day, as they had not received the Certificate of Title (COT). This was a big issue for the broker as it was so close to the completion date.
The Solution
The broker contacted his Regional Account Manager, Roy Mansell, who jumped straight into finding a resolution for the situation. Roy spoke with the conveyancer and arranged for a new Certificate of Title (COT) to be sent over. At first, it looked unlikely to get another form sent over in time, but Roy kept the communication going and made it possible.
The Outcome
With Roy's help aided by Telephone Account Manager, Richard, the issue was resolved and the case was completed on the day, as planned. The client was happy and, due to the quick resolution, was unaware of the problem that had occurred in the background.
Client Review
"I contacted Roy Mansell who, as always, picked up the ball immediately and sorted a new COT to be sent. With Roy's help, aided by Richard in the SortRefer office, we all managed to sort it. My client completed today without knowledge of our efforts in the background. Great work, Roy!" Julian Girdler from Jem Mortgages Ltd
