SortRefer

Financial Services - South Derbyshire, ENG, UK

SortRefer Employees
Ruth Shearer

Telephone Business Development Manager

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Amelia Clark

Marketing and Communications Executive

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Dawn Bowler

Telephone Account Manager

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Frank Howell

Software Development Manager

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Gwyllam Greedy

Telephone Account Manager

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SortRefer Details

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

SortRefer logo, SortRefer contact details
Website: sortrefer.co.uk
Employees: 50 - 99
HQ:
Location: South Derbyshire, ENG, UK
Revenue: 5 - 10 Million
Conveyancing Residential and Commercial Property Surveys Environmental Surveys Energy Performance Certificates Remortgage Legals - Residential & Buy to Let Auto Enrolment Buy to Let - Purchase and Remortgage Self Assessment Tax Returns Wills Mortgages Fixed Price Remortgages Transfer of Equity Second Search Promise Fee Guard Customer Services Probate Conveyancing Purchase Quote Conveyancing Sales Quote Standard Remortgage Remortgage Legals - Residential & Buy to Let Remortgage Legals - Residential & Buy to Let
SortRefer Technologies
Email Providers

Outlook

Load Balancers

Apache

Customer Relationship Management

Salesforce

Chats

Salesforce Live Agent

Other

Microsoft Office 365

Analytics and Tracking

Google Analytics

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