2023-04-12
We've always had a White Label function that allows you to build in a SortRefer quoting tool to your website. However, we've recently made some enhancements to improve the aesthetic and process for you and your clients.
As a recap, here is some information on our White Label functionality and how to get it set up:
What is White label?
White Label on SortRefer allows you to build in a quoting tool to your own website, that feeds directly into your Case Manager. Essentially this allows you to provide your clients with direct quotes for Conveyancing, Surveys and other products (as you choose).
How do I set it up on the SortRefer system?
Setting White Label up on the SortRefer system is very easy and takes just a few minutes.
Watch our step-by-step guide here: https://youtu.be/lMEy70pRP64 or follow the steps below:
· Sign in to your SortRefer account
· Select ‘White Label’ from the left hand navigation panel
· Step 1 – Add your company name and click ‘save settings’
· Step 2 – Upload your company logo. Please note the format must be in JPEG or GIF.
· Step 3 – Products. From here you can select which products you’d like to appear on your White Label quoting site. Select each product from the drop down menu and enable/disable. You can alter the settings per product (such as referral fee and supplier panel) and click ‘save settings’. Continue using the same process until you’re happy with the products you’ve selected.
· Step 4 – Layout. We have 3 x different layout options. Pick your preferred choice and ‘save settings’.
· Step 5 – Options/Colours. From here you can customise your White Label page even further. You can decide whether to add in a ‘Useful Information’ or ‘Useful Downloads’ box or select a background image. You can also alter the colours to fit your branding before clicking ‘save settings’.
· Once you’re happy with all of the settings, click ‘enabled’ on the right hand side. Just above the box is your link to include within your website.
· If you click the link, you’ll be able to view how your page looks and preview what your client will see/experience.
How do I add it to my website for my clients to use?
Once you’ve set up your White Label page from your SortRefer account, you’ll need to provide the link to your website administrators about how to include it within your website.
Please note SortRefer are unable to help with the development aspect of adding it to your website.
What happens once a client has created a quote?
Once a client completes a quotation through your White Label site, you’ll be sent a notification email. The saved quotation will also appear in a few other places:
· Within your ‘White Label’ page in the ‘White Label Cases’ section.
· Within your Case Manager, under ‘firm cases’, you’ll be able to see ‘White Label awaiting approval’.
If you’d like any further information on our White Label or would prefer to set up a demo with your Sales Support team member, please contact:
enquiries@sortrefer.co.uk
0333 456 4567
