2025-06-25
We all know that buying and selling properties can be stressful for clients, especially for first-time buyers or those unfamiliar with the process. Whether it’s understanding what conveyancing involves, the stage they’re at in their transaction, or just some useful tips to support them on their home-moving journey, a little help can make a big difference.
That’s why at SortRefer, we’ve created a series of client-facing documents specifically designed to make things easier for you and your client. These documents are available to download via our Broker Toolkit and can be downloaded and shared directly with your clients to help guide them through each step.
Why use them?
✔ Unbranded – They come in a variety of colours, so you can pick one that suits your brand's look.
✔ Easy to understand – They are specifically curated for clients who may not have knowledge of the conveyancing process, making it clear and easy for them to understand.
✔ Builds stronger client relationships – By providing your clients with useful documents, more tailored to their needs, will help enhance client satisfaction.
What do we provide?
We cover a wide range of topics, including, but not limited to:
- What is Conveyancing?
- A First-Time Buyer Checklist
- Selling a House Checklist
- The Sale Process
- The Purchase Process
- The Remortgage Process
- What are property searches?
- What happens if I die without a Will?
Need a refresher? Watch our short video here
For any additional help or information, please don’t hesitate to contact our helpful teams:
E: enquiries@sortrefer.co.uk
T: 0333 456 4567
