From Solicitor to Broker to Sales and Relationship Director at SortRefer

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2017-06-27

Meet Jessica, former Relationship Manager who has recently been promoted to Sales and Relationship Director at SortRefer. Jessica’s extensive knowledge comes from a background of being a qualified solicitor and a self-employed mortgage broker. The promotion marks growth, not only of the company but its people as well.

As we continue to grow, so do our people.

Typically, Jessica’s day to day routine consists of managing supplier key partnerships at SortRefer and dealing with case issues.

“I am a troubleshooter by nature and always look for a solution rather than seeing an issue as a problem.”

Often out on the road, Jessica meets regularly with everyone on panel and helps with complex and difficult cases. By pulling together sales and support roles, this ensures the delivery from a sales side and guarantees Suppliers are working closely with us. This enables us to bring client’s the best possible service.

Building relationships to build business

Building relationships is a key part of Jessica’s role.

Jessica says;

“Over the coming months, we will be supporting our Introducers and Suppliers alike, by bringing more proactivity to our referred cases. While the conveyancing world can never be perfect; I feel it can be made better by bringing all the parties together in the interests of the client.”

First-hand experience of SortRefer

When Jessica worked as a mortgage broker, she used SortRefer.

Jessica says;

“I used to source my Remortgage cases with ‘Free Legals’ for the client until I came across the innovative product that SortRefer offers; The Fixed Price Remortgage. It provided me with an alternative to ‘Free Legals’ by pairing Fixed Price Conveyancing with Cashback mortgage products. I was able to offer my client a service that they couldn’t get from ‘Free Legals’, but at no additional cost. I, in turn, was able to talk to the case handlers to help with the borrower’s needs. Once I made the switch, I never looked back. I liked the fact that the quote was transparent and the system was easy to use. It was effortless to refer a client and the support offered by SortRefer was a valuable addition to my business.”

It’s all about Jessica;

Here are some things you may not know:

  • She is a trained singer
  • She has had elocution lessons at school to try and soften her Bristolian accent
  • She used to teach IT to adult learners and her oldest student was 89
  • She spent ten years in legal practice
  • If Jessica were stranded on a desert island, she’d take with her a good book, lipstick and a boat to get off the island!