5 benefits of using SortRefer

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2020-10-09

So, what are the benefits? Here are five key benefits to start using SortRefer today.

1. Added Value for your Client

Our system is designed to save time, give our users control of every conveyancing transaction and provide ancillary products to enhance your mortgage service. We know how important it is to look after your clients. By adding SortRefer to your offering, you can offer the whole package when it comes to Conveyancing, and more. Our portfolio of products ensures that there is something to cover all of your client’s conveyancing requirements.

2. Dedicated Support

We pride ourselves on the help we provide. Our in-house customer service team is dedicated to helping our users. We want to make your life easier and will make sure that you are supported from case to case. All our registered users will be assigned to a Regional Account Manager and a Telephone Account Manager who are always just a phone call away to help with anything from help navigating the portal, to working on a complex case.

3. Technology 

At the heart of the business is a multi-award-winning conveyancing portal. We understand that updates are essential for you and your clients. Our case management system allows you to receive real-time updates and provides you with an up to date sales pipeline. Every solicitor on our panel has a case management system that is integrated with our technology. This allows you to communicate directly with the case handler on each case and will also save time chasing for updates.

4. Portfolio of Products

 All our products are competitively priced and allow you to earn from referral fees. From Residential Conveyancing and Fixed Price/Standard Remortgages to Wills, Surveys and Specialist Property Reports; you can earn on each of our products.

5. Additional Income

We put you in control of how much you earn. Meaning you’re able to choose a referral fee that is best for you and your client. Whether it’s a Sale, Purchase, Remortgage, Survey or Will, you’re able to earn a referral fee for each case.

If you have any questions or would like to chat with one of our team, please contact us on 0333 456 4567 or enquiries@sortrefer.co.uk.