Financial Services - South Derbyshire, ENG, UK
SortRefer connects with mortgage brokers and financial advisers in more ways than one. Whether we excel at technology driven solutions or push forward our customer service proposition; our portal continues to win awards and push boundaries. SortRefer is a market leading Conveyancing Portal. The only portal to have an App. We drive innovation and success through technology and people. The portal came to life in 2009 when it was created by a team of ex-mortgage brokers.Our aim is to build a portal that eases the conveyancing process by offering case tracking and integrated updates. We also offer other products and services that open up additional income streams, made from referral fees, with the overall aim to enhance the end client's experience. Since we started, we have won awards, grown our team and met lots of great clients along the way.Our range of products include:• Conveyancing• Surveys/Valuations• Specialist Property Reports• EPCs• Commercial Conveyancing & Surveys• WillsAnd many moreOur system quickly provides the user with transparent client facing quotations. Once a case has been instructed, real-time case tracking updates are provided alongside an intuitive notes system allowing advisers to be kept up to speed on the progress of each case.Members of SortRefer benefit from: -A unique portfolio of products to enhance the client's experience-Flexible referral fees - we let you choose how much you earn per case-Free App for Mobile/Tablet – quote & track on the move-A Dedicated Team - A BDM and Telephone BDM to assist you and a Customer Service team to support you whenever you may need it-Market leading functionality from the ‘Best Technology Provider.'Find out more and get in touch by visiting SortRefer at: https://sortrefer.co.uk
Outlook
Apache
Salesforce
Salesforce Live Agent
Microsoft Office 365
Google Analytics