2021-09-22
We love to hear what our brokers say about our portal, from winning awards to general feedback, we listen to our brokers and are always looking for innovative ways to improve our technology. Colin Baxter at Mortgages in Lincoln has used SortRefer for several years now. We love working alongside him and helping him improve his business.
Here are Colin's comments on our portal:
"We had the choice of several portals and providers when we selected SortRefer; the reason we picked them was because their portal is intuitive and easy to use. It enables us to get correct quotes and track cases for the clients and keep the clients and estate agents updates, which saves the client so much hassle and makes the process stress-free for them."
Colin Baxter – Mortgages in Lincoln.
Check out our full-length advocacy video from Colin via the link below.
Colin Baxter at Mortgages in Lincoln Advocacy Video
To learn more about our portal, read on!
Built by our in-house development team, our award-winning technology has been designed to save you time and give you control over every transaction from start to finish.
Our Free portal has many vital features that have been created with brokers in mind.
Our Portal
Built by our in-house development team, our award-winning technology is designed to save you time and give control over every transaction from start to finish. You can use SortRefer via our online portal or the app.
Our portal is a one-stop shop. Once logged into our portal, you'll have access to all its great functionalities.
These include:
Case Manager - Manage active, pending, and archived cases in one spot. Access case tracking and communication with the supplier through notes
Real-time case updates - Our supplier integration allows instant, real-time updates on your active cases straight to your emails or on your case tracking.
Income pipeline - Keep track of your commission and your staff with a real-time channel of current, completed, and historical cases.
Firm Manager - If you're the firm owner, you can track the activity of your firm, invite staff members, add administrators, and view a firm income pipeline, all in one place.
Supplier Filters -Sometimes, you'll need to source a supplier based on specific needs, such as language or lender. We allow you to do just that with a simple drop-down filter system.
White label - We give you the tools to create your own white label conveyancing system that can be built into your website (If you have one)
We also have our popular Client Facing Documents. These can be found in your Broker Toolkit via the portal. These white-label documents can be used to support your clients, perhaps you have a first-time buyer, or you'd like to clearly explain a product you'll be using on their case. We have got you covered.
You can also download the documents in multiple colours to suit your business branding.
Our portal offers all of this and more!
If you'd like to know more about our portal or speak to a member of the SortRefer team, get in touch today. We'd be happy to help.
Telephone: 0333 456 4567
Email: enquiries@sortrefer.co.uk
