Market-leading Technology

Built by our in-house development team, our award-winning technology is designed to save you time and give you control over every transaction from start to finish. You can use SortRefer via our online portal, or via the app.

Portal functionality

Here are some of the key features we’ve included to save you time and to benefit you and your client throughout each transaction.

Case Manager

Manage your active, pending and archived cases in one place. Access case tracking and communicate with suppliers through case notes.

Real-time case updates

Our supplier integration allows instant, real-time updates on your active cases straight to your emails or on your individual case tracking.

Income pipeline

Keep track of your commission and that of your staff with a real-time pipeline of current, completed and historical cases.

Firm Manager

If you’re the firm owner, you can track the activity of your firm, invite staff members, add administrators and view a firm income pipeline, all in one place.

Supplier Filters

Sometimes you’ll need to source a supplier based on specific needs, such as language or lender. We allow you to do just that with a simple drop down filter system.

White Label

We give you the tools to create your own white label conveyancing system that can be built into your own website (if you have one)

The SortRefer App

On the move? Our free app is perfect for when you’re out of the office and want to source a quick quote or check progress on a case.

Search

The power to source competitive quotes from the country’s leading suppliers from your mobile/tablet device in seconds.

Real-Time

Real-time case updates appear as notifications on your device and take you directly to the relevant case.

Updatable

View and add relevant case notes on the move.

Trackable

Business Owner? Track the activity of your firm whenever you please.

Download the SortRefer app at the following online stores: