Our Proposition

Built and launched for brokers, by brokers in 2009, our online portal is free to use and offers a wide range of products and services to assist your clients with as part of their home move/remortgage process.

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About SortRefer & Our Proposition

SortRefer is a free to use online portal for Mortgage Intermediaries. Built and launched by brokers, for brokers in 2009, we offer a full range of products and services to support your client with during their home move/remortgage process. Our portal is bespoke built by our in-house development team and is underpinned by customer service, support and fantastic supplier relationships. SortRefer can help you:

  • Access instant, accurate, inclusive and competitive quotations for relevant products, including Conveyancing.
  • Earn an additional income through flexible referral fees.
  • Enhance your client experience and provide a ‘full’ home moving service to match your Mortgage Advice.
  • Gain full control of each Customer Journey through real-time case tracking updates.

For further information on the benefits of our proposition, read below to find out more about how we can support you further.

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Our Products

We provide a great selection of quality products and services for you to help your clients with. Remember we’re not just for Conveyancing. We have a list of other ancillary products are helpful in all stages of the home buying/selling/remortgaging process. From Conveyancing, to Wills, we’ve got you covered.

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Our Suppliers

We have a hand-picked panel of suppliers located throughout the UK. We pride ourselves on the strong relationships we’ve built with our suppliers over many years to ensure we’re getting the best deal and service for you and your clients.

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Earn an additional income stream

Would you like a chance to earn an additional income stream? At SortRefer you can. We let you choose how much you earn from each case, putting you in full control.

  • Earn up to £300 on Conveyancing cases
  • Earn up to £200 on Surveys*
  • Earn up to £100 on Wills*
*Depending on the product selected. We’ve created a referral fee calculator so you can quickly check how much of an additional income stream you’d be able to achieve if you build SortRefer into your advice process.

See how much you could earn

Dedicated Support

Whether you’ve only just signed up, or you’ve been using us for years, you’ll have access to our dedicated support team. Our Support Structure is there to assist you as and when you need it. Whether it’s a quick chat to ask a question, help using the website, or to check a case; our teams are there to help you.

Meet the team

Get Sorted with SortRefer

Any IFA or Mortgage Broker can register for free with SortRefer. Gain access to a large selection of products to assist your clients with throughout their home move process and earn an additional income stream.

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