SortRefer Reviews 

355
TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Considering 117 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the excellent service, highlighting the efficiency and professionalism demonstrated by the team. Many appreciate the staff's helpfulness and supportive approach, often going above and beyond to assist. The customer service is frequently noted for its prompt responses and clear communication, ensuring a smooth process. People also find the platform incredibly user-friendly, making it easy to manage cases and receive timely updates. However, some customers also noted concerns regarding service speed and communication. A few people experienced very slow service and prolonged completion times, sometimes extending for many months. Additionally, some reviewers were not happy with the communication, mentioning issues like repeated requests for already provided information, lack of replies, and constant chasing for updates.

What people talk about most

Service

Users describe positive interactions with service, with many reviewers consistently praising the excellent... See more

Staff

Consumers find staff to be positive, consistently praising their knowledge, professionalism, and helpfulness.... See more

Customer service

Customers had positive experiences with customer service, consistently praising the support team for being... See more

User experience

Clients share positive opinions on user experience, consistently praising the system as simple, easy, and... See more

Response time

Reviewers mention positive feedback about response times, with many customers praising the quick and... See more

Reviews shaping this summary

Rated 5 out of 5 stars

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... See more

Company replied

Rated 5 out of 5 stars

I made an enquiry with Sort Refer as our client was struggling to find a conveyancer that was able to assist with a self-build project that was part way through the build. Lauren Angus took the call a... See more

Company replied

Rated 5 out of 5 stars

Sort Refer is a fantastic system and means we can have all our instructions under one roof. The support we get from the in house and field BDM is second to none. They are friendly and dependable and... See more

Company replied

Rated 5 out of 5 stars

I always instruct Solicitors through Sort Refer for added peace of mind. It's very rare that I ever need additional support but on the odd occasion I haven't had the response I need from a firm, havin... See more

Company replied


Company details

  1. Alternative Financial Service

Written by the company

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


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

355 reviews

5-star
4-star
3-star
2-star
1-star

Asks customers to review

This company invites their customers to review, whether positive or negative

Replied to 100% of negative reviews

Typically replies within 48 hours

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4.7

All reviews

(355)

113 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Highly recommend

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 hand to help where he can. This has helped on a few cases that had stalled slightly with solicitors and clients were growing frustrated, but with Jordan’s actions the cases moved forward again and all issues were resolved. This is really important for us as Mortgage Brokers to ensure our clients journey is as smooth and stress free as possible. Would highly recommend.

October 2, 2025
Unprompted review
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Reply from SortRefer

Thank you so much for your detailed and thoughtful feedback! We're delighted to hear that your experience with SortRefer has been so positive and that the service has met your expectations. It's fantastic to know that Jordan has been able to support you effectively and help keep things moving when challenges arise. We understand how important a smooth client journey is for mortgage brokers, and we're proud to be part of that process. Your recommendation means a great deal to us, thank you!

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Rated 5 out of 5 stars

Excellent

SortRefer is a fantastic tool for mortgage brokers. It provides a wide range of quotes to suit all client situations, and the real-time case updates make tracking solicitor progress seamless. The platform is incredibly user-friendly, and the broker toolkit has become an essential part of my daily workflow. Clients consistently value the simple, informative documents they receive—helping build trust and clarity throughout the process.

On the rare occasions issues arise, Jordan Tunnicliffe is always on hand with prompt, helpful support, which makes all the difference for both my clients and myself as a broker.

Overall, it's a 10/10 from me!

October 2, 2025
Unprompted review
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Reply from SortRefer

Thank you for such a glowing review! We're thrilled to hear that SortRefer has become an essential part of your daily workflow and that the platform's features are supporting both you and your clients so effectively. It's great to know the real-time updates and broker toolkit are adding real value, and that the client-facing documents are helping to build trust throughout the process.

We're especially pleased to hear Jordan has been able to provide timely and helpful support when needed. We’ll be sure to pass on your kind words to him. Your 10/10 means a lot to us, and we truly appreciate your continued support!

Rated 5 out of 5 stars

Outstanding service always

I am writing to express my appreciation for the outstanding service I consistently receive from Jordan Tunnicliffe at Sort Refer.

I have been using Sort Refer for just over a year to provide a valuable service to my clients, and I am consistently impressed with the professionalism and care Jordan demonstrates. He handles everything with great attention, and I always feel comfortable reaching out to him for any assistance I may need.

Jordan's dedication to excellent service truly stands out.

October 2, 2025
Unprompted review
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Reply from SortRefer

Thank you so much for your kind words and continued support! We’re delighted to hear that your experience with SortRefer has been so positive over the past year.

Jordan’s dedication to service excellence is something we’re very proud of, and we’ll be sure to share your feedback with him. It’s always a pleasure to support brokers like you, and we look forward to continuing to work together.

Rated 5 out of 5 stars

We have been using Sort Refer now for…

We have been using Sort Refer now for over a year and the service and whole team have been amazing. Our BDM - Jordan - is always on hand to answer questions / queries any of the team have. Our client feedback has also been excellent on the service provided. Thank you from the whole team at Create Finance Ltd

October 1, 2025
Unprompted review
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Reply from SortRefer

We really appreciate you taking the time to share this review! It's rewarding to know you've had an amazing experience using SortRefer. We'll be sure to pass along your praise to Jordan for always being on hand to support the Create Finance Ltd team. Consistent, high-quality service is what we strive for, and we're glad it's reflected in your excellent feedback.

Rated 5 out of 5 stars

Great Service and Support

I have used sort refer a number of times, pricing and service is always very good and on the odd occasion I have had an issue Jordan the business manager, is quick to react and ensure the solicitor is back on track, would definitely recommended.

October 1, 2025
Unprompted review
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Reply from SortRefer

We truly value your continued business and appreciate you taking the time to leave this feedback! It's rewarding to know you've used SortRefer a number of times and find our service consistently good. We're proud to have Jordan on the team, who ensures any issues are quickly resolved. Thank you for your recommendation!

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Rated 5 out of 5 stars

Quality Service

Since I started referring clients to Sort Refer, I’ve been blown away by the service provided, in particular from our Business Development Executive Jordan Tunnicliffe. Jordan is prompt in responding to queries and is always happy to help with any issues.

October 1, 2025
Unprompted review
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Reply from SortRefer

Fantastic! Thank you for the wonderful review. We're thrilled that Jordan has been so prompt and helpful, and that the overall service for your referred clients has been so impressive. We appreciate your partnership!

Rated 5 out of 5 stars

So quick and smooth

September 30, 2025
Unprompted review
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Reply from SortRefer

Thank you for the 5-star review! We're glad to hear everything went quickly and smooth. Just the way it should be! Looking forward to serving you again.😊

Rated 5 out of 5 stars

Recently worked with Becci on a matter…

Recently worked with Becci on a matter and found her to be excellent. Chasing a matter for me with their referred solicitors and ensuring that matters progressed nicely. Extremely grateful for her assistance.

September 29, 2025
Unprompted review
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Reply from SortRefer

Thank you for taking the time to leave SortRefer a review! Its great to know Becci was so supportive in the progression of one of your cases. Thanks again! 😊

Rated 5 out of 5 stars

Becci was a great help with a case we…

Becci was a great help with a case we had so much trouble with. She tried her utmost to get the case over the line and we succeeded in the end, thanks Becci

September 26, 2025
Unprompted review
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Reply from SortRefer

Thank you for leaving us a review! Its great to hear Becci and the team were able to support you so well when issues arose. We look forward to continued work with you. Thanks again!

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Rated 5 out of 5 stars

Paul is always extremely responsive

Paul is always extremely responsive, both before instruction and throughout cases. The system itself is very user-friendly, with the notes facility making communication with solicitors quick and straightforward. I also find the progress tracker really useful for managing cases.

Quotes are always clear, competitive, and transparent. Range of options available for the client!

Highly recommend!

September 24, 2025
Unprompted review
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Reply from SortRefer

Thank you for such a positive review! We're thrilled to hear that you've found the system user-friendly and that the notes facility and progress tracker are helping you manage your cases effectively. Transparency and choice are really important to us, so it's great to know the quote process is working well for you and your clients. We'll be sure to pass on your kind words to Paul, he’ll be delighted! Thanks again for your recommendation and ongoing support.

Rated 5 out of 5 stars

Lucy Lebas and her team were excellent…

Lucy Lebas and her team were excellent on both the recent cases they worked on for me. I would highly recommend her and the team to complete your conveyancing needs.

August 13, 2025
Unprompted review
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Reply from SortRefer

Thanks so much for your review! It looks like this feedback might be for one of the firms on our panel rather than SortRefer directly, but we really appreciate you taking the time to share your experience. Thanks again!

Rated 5 out of 5 stars

Alexandra Adamson was just amazing

Alexandra Adamson was just amazing. I have been referring cases through sort refer and this is the first time, I felt that client's expectations were met through excellent communication between all involved.
Now I know if I get a Remortgage referrals I will be referring to Alex without a doubt!

September 15, 2025
Unprompted review
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Reply from SortRefer

Thanks so much for your review! It looks like this feedback might be for one of the firms on our panel rather than SortRefer directly, but we really appreciate you taking the time to share your experience. Thanks again!

Rated 5 out of 5 stars

Great work

Great work , always a reliable and professional service

September 12, 2025
Unprompted review
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Reply from SortRefer

Thank you for taking the time to give us feedback on our service. It helps us a lot to know our clients are happy with the platform and the support we offer.😊

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Rated 5 out of 5 stars

Thank you Malcolm Etchells & Sort Refer's support team!

Sort Refer is a great company to work with - the support team is very responsive; everyone who I personally have dealt with is friendly, supportive and patient.

My BDM Malcolm Etchells from Sort Refer is just amazing! Whenever I have questions, he always responds promptly and is very supportive when complicated situations arise.

Malcolm and the support team are the main reasons for us to choose solicitors, surveyors etc for our clients.

Thank you very much for your service and support!

September 5, 2025
Unprompted review
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Reply from SortRefer

Thank you for taking the time to leave a review, it means a lot to the team and to Malcom to have their work recognised. Thank you for being a valued client of SortRefer! 😊

Rated 5 out of 5 stars

Seal of approval from Client and Broker

The mortgage client has expressed his gratefulness to Fidler & Pepper for the great communication and easy process in order to get the purchase of their new home sooner than expected and is very happy. As Broker on the case, I was always kept updated and as ever have found the experience working with Fidler & Pepper as very professional and friendly and will continue to recommend their services to future clients.

August 29, 2025
Unprompted review
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Reply from SortRefer

Thank you for your review! We're pleased to hear the legal firms on the SortRefer panel continue to excel in the work they do for our clients. We'll be sure to pass this on to Fiddler & Pepper.

Rated 5 out of 5 stars

Excellent service from Waleed Raza at…

Excellent service from Waleed Raza at Gorvins Residential LLP.
Thank you very much.

August 7, 2025
Unprompted review
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Reply from SortRefer

Thank you for your feedback, SortRefer are the intermediatory for a panel of law firms, we can pass on your review to Gorvins.

Rated 5 out of 5 stars

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.

August 7, 2025
Unprompted review
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Reply from 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.

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Rated 5 out of 5 stars

⭐️⭐️⭐️⭐️⭐️ 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.

August 5, 2025
Unprompted review
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Reply from 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.

Rated 5 out of 5 stars

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.

July 1, 2025
Unprompted review
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Reply from 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!

Rated 5 out of 5 stars

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.

August 1, 2025
Unprompted review
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Reply from 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.

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