SortRefer Avis 

I love this service as an advisor as this gives me a chance to serve customers better in the journey of acquiring a property which I cannot help them with specially professional advice where you have to rely on a solicitor, a surveyor, Wills etc. Some of my clients have used this service and are happy with it.

⭐️⭐️⭐️⭐️⭐️ Wesley Davies – An Absolute Asset to Sort Refer

Working with Wesley Davies at Sort Refer has been an outstanding experience from day one. As a Business Development Manager supporting a solicitor sourcing system, Wesley is in a class of his own when it comes to professionalism, responsiveness, and problem-solving.

Whenever I’ve encountered issues with conveyancing, Wesley has stepped in immediately—resolving everything efficiently, clearly, and with a calm, no-fuss approach.

Sort Refer has become an essential part of my mortgage brokerage. Their systems are easy to operate and to keep updated. If you’re working with Sort Refer and you have Wesley as your BDM, you can rest easy—you’re in the best possible hands.

Highly recommended and genuinely appreciated.

The team at SortRefer are always at hand. Nothing is every too much for them. Fast and effective response always received.

I can honestly say that over a number of clients during July I have had nothing but amazing service from all of the team at Sort Refer and their associated conveyancing partners. I trust no one else to look after the legal services of my clients.

A good and Efficient platform for selecting mortgage conveyancing for our clients. Great service and easy to contact.

Abbie and Lisa have been nothing short of supportive, proactive, friendly and accessible. The sale of our property was completed with the minimum of fuss and expedited without delay. A service well worthy of 5 stars.

Ben Wilde at Birchall Blackburn continues to deliver excellent service.

Good portal with the added bonus of having good communication from suppliers and business managers

Wonderful service by the solicitor firm for my first time buyer clients and I could easily get through to the solicitors to advise on clarifications etc.
Thank you Sort Refer.

Ive been using sort refer for over 6 months now, their system is really easy to use and every time I contact them they are on hand to help. As a mortgage broker its nice to be able to see all your clients case updates in one place as it makes my job so much easier to keep my clients updated. Would recommend to anyone! :)

Sort refer is a great tool, easy to use and friendly staff

Easy to use for quoting, instructing solicitors and survey, keep up to date with where the providers are at for my clients and always a great array of providers to select from

We work very closely with Paul Gregory as we are a mortgage broker , he is always there to help when I need him, he listens to feedback and always wants to improve service - Sort refer is very easy to use.
Vicky Riley
Express mortgages

I work very closely with Malcolm Etchells as I am a mortgage broker, he is always there to help when I need him, he listens to feedback and always wants to improve service - Sort Refer run an incentive which I have been lucky enough to be a part of which is really appreciated... All round great service.

Unfortunately, I can’t recommend this platform based on my experience.
As a broker, I initially trusted Sort Refer because of their promise to step in and help resolve issues when needed. However, I’ve found that they have very little control over their suppliers.
Case handlers frequently ignore communication from Sort Refer, and it’s common to go over four weeks without any updates. In some instances, I was told the handler was on holiday—remarkably, the same person was allegedly away six times over just two months.
Even more frustrating, when I raised a complaint that delays were putting cases at risk of falling through, their response was simply to remove the provider from my account, claiming they were taking the matter seriously. In reality, this seems to be a way of deflecting rather than addressing the problem, especially since several of my colleagues have faced the exact same issues with the same provider.
While the idea behind Sort Refer is promising, the lack of communication, accountability, and meaningful support makes it an unreliable tool in practice.

Good at the basics but lack of willingness to communicate with the client and be helpful. As with many solicitors, there seems to be a lack of connection between forms/information being sent in and being retrieved by the relevant solicitor acting on the case. Denial of receipt only to find it had been received and in the system at some later time

Client feedback excellent. Personal service!

Great communication, proactive, pleasant to deal with and an efficient process from start to finish. David Hesse has been brilliant, and we very much hope to work with him again in the future.

The communication from the case handler was terrible throughout, even when a complaint was raised, this was not acknowledged. Client missed completion twice due to poor communication and organisation from the case handler.