Quote / Refer - SortRefer

Our proposition makes it simple to refer and earn on your Scotland transactions. We cover a range of products and services, including Sale, Purchase, Remortgage and Home Reports.

We're here to help you add value to your client's experience whilst earning an additional income stream.

Benefits

Putting your client first for Remortgage so that the client and lender are both protected (as opposed to just the lender on Free Legals)

Our portal saves you time and allows you to gain full control with real time updates by our portal, email and app

Each quotation we produce is completely transparent and includes all of the 'nuts and bolts' needed to complete the case

Flexible earning we let you choose your own referral fee

Our Products and Services

CONVEYANCING

You can quote for a Sale, Purchase and Remortgage in Scotland and south of the border. We provide flexible referral fees of your choice (up to £300 per conveyancing case).

FEES ASSISTED REMORTGAGE

Fees Assisted Remortgage provides another alternative to free legals, especially when the lender is offering cash back. It allows you to present a cost-effective Remortgage Conveyancing option to your client, whilst remaining in control of the transaction - it even includes a referral fee for you, too.

HOME REPORTS

Our system allows you to produce client-facing illustrations in seconds with reports supplied by DM Hall and One Survey. Flexible referral fees are available up to £100.

FIXED PRICE REMORTGAGE - £499

Our Fixed Price Remortgage product offers a great alternative for those times where a Lender's cashback alternative can be used instead of Free Legals. It's perfect for pairing up with a Lender cashback mortgage.

Fixed Price Remortgage in Scotland

Could you be missing a trick by using Free Legals? Our Fixed price Remortgage product offers a great alternative for those times where a Lender's cashback alternative can be used instead of Free Legals.

What's included

Solicitor's Fee

Your £100 Referral Fee

Electronic ID Checks

Redemption of 1^st Charge via TT

Local search/search indemnity insurance

Registers in Scotland :
Advance notice for Scotland security

Registers in Scotland :
Discharge of Mortgage

Registers in Scotland :
Registration of Mortgage

VAT and IPT

Product details: £499

Referral Fee	£100
Loan amount	£1–£1,000,000
Fees, outlays and VAT	£399

What's not included: Some cases will unavoidably incur a supplement e.g. Buy to Let properties, properties with Unregistered Title, Transfers of Equity, Shared Ownership/Shared Equity properties etc. Please also note that a small number of lenders do not accept Search Indemnity Insurance and may insist upon full searches being carried out which would also be at an additional cost.

In circumstances where additional costs are likely to be incurred, it may be worth running a comparison quotation against our standard deals as these are calculated using a different charging structure. The standard Remortgage also allows you to choose the amount of your referral fee and offers a choice of which firm will act.

Fees Assisted Remortgage

Whilst it doesn’t include all of the fees required, it does provide a cost- effective option for your client’s Remortgage. All of the additional fees required are all listed on the quotation, meaning it’s transparent, so your client knows exactly where they stand from the initial quotation:

We have the following Fees Assisted Remortgage options:

£199

£249

£299

£399

£499

£599

Our Fees Assisted Remortgage includes:

Solicitors Fee

1 x Electronic ID check

Your referral fee*

VAT on the above fees

What’s NOT included:

ROS - Advance notice for standard security

ROS - Discharge of Mortgage

ROS - Registration of Mortgage

Local Search/Search Indemnity Insurance

Additional Electronic ID checks

Redemption of 1st charge via TT

These will be quoted for as additional charges on the quotation, so your client knows exactly where they are with costs.
*Your referral fee ranges from £50 - £175, depending on the deal selected and the loan size.

When it may be suitable to use a Fees Assisted Remortgage

When your customer has a cash back product

When your customer would like a cost-effective Remortgage

When your customer doesn’t want to use a free legal option and would like to choose their Conveyancer

Our Scottish Suppliers

Useful Downloads

We have a range of useful documents for your information to further clarify our Scotland proposition. In addition, we also have a range of unbranded, client-facing documents that you can use to educate your clients on the conveyancing process.

CONVEYANCING

FEES ASSISTED REMORTGAGE

HOME REPORTS

FIXED PRICE REMORTGAGE - £499

Solicitor's Fee

Your £100 Referral Fee

Electronic ID Checks

Redemption of 1^st Charge via TT

Local search/search indemnity insurance

Registers in Scotland :
Advance notice for Scotland security

Registers in Scotland :
Discharge of Mortgage

Registers in Scotland :
Registration of Mortgage

VAT and IPT

Solicitors Fee

1 x Electronic ID check

Your referral fee*

VAT on the above fees

ROS - Advance notice for standard security

ROS - Discharge of Mortgage

ROS - Registration of Mortgage

Local Search/Search Indemnity Insurance

Additional Electronic ID checks

Redemption of 1st charge via TT

When your customer has a cash back product

When your customer would like a cost-effective Remortgage

When your customer doesn’t want to use a free legal option and would like to choose their Conveyancer

Fixed Price Scotland

Built for Scotland

Scottish Conveyancing Explained

Scottish Home Report

Scottish Land and Building tax

The Scottish Purchase process

The Scottish Remortgage process

The Scottish Sale process

Solicitor's Fee

Your £100 Referral Fee

Electronic ID Checks

Redemption of 1st Charge via TT

Local search/search indemnity insurance

Registers in Scotland : Advance notice for Scotland security

Registers in Scotland : Discharge of Mortgage

Registers in Scotland : Registration of Mortgage

VAT and IPT

Solicitors Fee

1 x Electronic ID check

Your referral fee*

VAT on the above fees

ROS - Advance notice for standard security

ROS - Discharge of Mortgage

ROS - Registration of Mortgage

Local Search/Search Indemnity Insurance

Additional Electronic ID checks

Redemption of 1st charge via TT

When your customer has a cash back product

When your customer would like a cost-effective Remortgage

When your customer doesn’t want to use a free legal option and would like to choose their Conveyancer

Fixed Price Scotland

Built for Scotland

Scottish Conveyancing Explained

Scottish Home Report

Scottish Land and Building tax

The Scottish Purchase process

The Scottish Remortgage process

The Scottish Sale process

Redemption of 1^st Charge via TT

Registers in Scotland :
Advance notice for Scotland security

Registers in Scotland :
Discharge of Mortgage

Registers in Scotland :
Registration of Mortgage