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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

Fabulous service provided by the team at Sort Refer and their suppliers, many thanks to everyone involved

La empresa ha respondido

Valorada con 5 estrellas sobre 5

SortRefer have always been a pleasure to deal with. Any query is never too much trouble. Lauren Angus is especially helpful and always answers any queries, with very speedy responses, which is what yo... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

Since referring Solicitor and Survey instructions through SortRefer the service provided has been spot on. If there are ever issues our Business Development Manager Jordan Tunnicliffe is always on han... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

Our regional support manager Lauren Angus is always super helpful and pro-active when called up and she is always quick to help where she can and provide a solution. She instils trust in referring Sor... Ver más

La empresa ha respondido

Información sobre la empresa

  1. Servicios financieros alternativos

Escrito por la empresa

A free to use, online portal for Mortgage Intermediaries, for Conveyancing, Surveys, Wills and much, much more.


Información de contacto

4,6

Excelente

TrustScore: 4.5 sobre 5

361 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,6

Todas las opiniones

(361)

95 opiniones en los últimos 12 meses

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Trustpilot no permite a las empresas ofrecer incentivos ni pagar para ocultar opiniones. Las opiniones son propiedad de los usuarios y no de Trustpilot. Más información

Valorada con 5 estrellas sobre 5

I love this service as an advisor as…

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.

7 de agosto de 2025
Opinión espontánea
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Respuesta de SortRefer

Thank you for taking the time to review our service. Its lovely to hear we can help you expand your business and support you in wider offerings to your clients.

Valorada con 5 estrellas sobre 5

⭐️⭐️⭐️⭐️⭐️ Wesley Davies as BDM

⭐️⭐️⭐️⭐️⭐️ 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.

5 de agosto de 2025
Opinión espontánea
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Respuesta de SortRefer

Thank you for taking the time to write such a glowing review about our services and of course the lovely Wesley!😊 Its great to know he's on hand and you feel supported! Thank you also, for the feedback about our systems, we are a tech based company, ease of use is always of interest to us.

Valorada con 5 estrellas sobre 5

Fast and effective responses always received!

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

1 de julio de 2025
Opinión espontánea
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Respuesta de SortRefer

Thank you for taking the time to leave a review, your feedback is important to us and its great to know we deliver on customer service and accuracy! Thank you again!

Valorada con 5 estrellas sobre 5

Great Conveyancing

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.

1 de agosto de 2025
Opinión espontánea
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Respuesta de SortRefer

Hi John, thank you for your fantastic feedback for the team and our panel of suppliers. So that we can find out more, we've requested more information.

Valorada con 5 estrellas sobre 5

A good and Efficient platform for…

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

1 de agosto de 2025
Opinión espontánea
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Respuesta de SortRefer

Hi Ian, thank you for your fantastic feedback about the platform. We're glad you're pleased and we will pass this on to the team.

Valorada con 5 estrellas sobre 5

Outstanding Service

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.

1 de agosto de 2025
Opinión espontánea
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Respuesta de SortRefer

Hi Linda, thank you for the fantastic feedback. We'll ensure this is sent on to the team.

Valorada con 5 estrellas sobre 5

Ben Wilde at Birchall Blackburn…

Ben Wilde at Birchall Blackburn continues to deliver excellent service.

1 de agosto de 2025
Opinión espontánea
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Respuesta de SortRefer

Hi Sally, thank you for your feedback. We've requested more information so we can locate your account and inform the team :)

Valorada con 5 estrellas sobre 5

Good portal with the added bonus of…

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

31 de julio de 2025
Opinión espontánea
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Respuesta de SortRefer

Hi Stephen, thank you for your fantastic feedback. I've requested further information from you so we can pass this on to the correct team members.

Valorada con 5 estrellas sobre 5

Wonderful service by the solicitor firm…

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.

28 de julio de 2025
Opinión espontánea
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Respuesta de SortRefer

Hi Theresa, thank you for your fantastic feedback. I've requested further information from you so we can pass this on to the correct team members.

Valorada con 5 estrellas sobre 5

Sort Refer as a broker

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! :)

1 de agosto de 2025
Opinión espontánea
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Respuesta de SortRefer

Hi Kerry, thank you for the fantastic feedback. It's wonderful to hear about your love of the system and the support is helpful. We'll pass this on to the team.

Valorada con 5 estrellas sobre 5

Sort refer is a great tool

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

1 de julio de 2025
Opinión espontánea
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Respuesta de SortRefer

Hi Caner, thank you for your fantastic feedback. It is great to hear your find it useful and our support helps you out. We'll feed this back to the team.

Valorada con 5 estrellas sobre 5

Easy to use

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

1 de agosto de 2025
Opinión espontánea
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Respuesta de SortRefer

Hi Clare, thank you for your fantastic feedback. We're pleased to hear you find the system easy to use with a large range of useful suppliers and products. We'll ensure this is passed on to the team.

Valorada con 5 estrellas sobre 5

We work very closely with Paul Gregory…

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

28 de julio de 2025
Opinión espontánea
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Respuesta de SortRefer

Hi Vicky, thank you for your fantastic feedback for Paul Gregory. It's great to hear how supportive he is. I'll ensure its passed on.

Valorada con 5 estrellas sobre 5

All round great service...

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.

30 de julio de 2025
Opinión espontánea
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Respuesta de SortRefer

Thank you so much for your kind words and ongoing support! It's been a pleasure working closely with you. Your feedback means a lot and we'll certainly pass on your comments to Malcom. We look forward to continuing our successful collaboration!

Valorada con 1 estrellas sobre 5

Unfortunately

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.

1 de mayo de 2025
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Respuesta de SortRefer

Hi Mrs S. It's a shame to hear about your experience. For us to look into this further, we have requested some more information to help us locate your case.

Valorada con 3 estrellas sobre 5

Needs to review processes

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

1 de julio de 2025
Opinión espontánea
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Respuesta de SortRefer

Thank you for your feedback. We're sorry to hear about your experience.
As an intermediary, SortRefer works with a panel of conveyancers, and we take service concerns seriously. Your comments highlight issues around communication and internal processes that we’d like to investigate further.
Please email us at feedback@sortrefer.co.uk with more details so we can review this with the firm involved and work to improve their service.

Valorada con 5 estrellas sobre 5

Client feedback excellent

Client feedback excellent. Personal service!

20 de mayo de 2025
Opinión espontánea
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Respuesta de SortRefer

We're happy top hear your client was pleased with the service, we look forward to helping you again in the future.

Valorada con 5 estrellas sobre 5

Excellent 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.

16 de mayo de 2025
Opinión espontánea
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Respuesta de SortRefer

Thank you for using SortRefer as your Intermediary platform and thank you for taking the time to leave this review. We will pass on this feedback to David at LPL

Valorada con 1 estrellas sobre 5

Terrible communication

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.

11 de abril de 2025
Opinión espontánea
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Respuesta de SortRefer

We’re sorry to hear about your experience and truly appreciate you bringing this to our attention. While SortRefer is an online portal for Mortgage Intermediaries, we take all feedback seriously and would welcome the opportunity to investigate this further.

To help us support our panel and address any issues appropriately, please contact us at enquiries@sortrefer.co.uk with more details. We have also requested further information via Trustpilot so we can locate your file.

Thank you again for your feedback – we look forward to hearing from you.

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