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Review summary

Based on reviews, created with AI

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the excellent service, highlighting the helpfulness and positive attitude of the staff. Many people appreciate the exceptional customer service, noting the personalized and supportive approach. The user experience is frequently described as smooth and efficient, with reviewers particularly impressed by the quick response times and ease of use. However, some customers also noted issues with slow service and poor communication, mentioning difficulties in getting timely responses and updates. A few other people also felt that case handlers sometimes ignored communications, leading to delays and a lack of accountability.

What people talk about most

Service

Consumers find service to be positive, highlighting the efficiency and professionalism of the staff. Many... See more

Staff

Customers had positive experiences with staff. Reviewers consistently praise the team for being... See more

Customer service

People report positive experiences with customer service. Customers consistently praise the support team for... See more

User experience

Users describe positive interactions with user experience. Customers consistently praise the platform as easy... See more

Response time

Clients share positive opinions on response time, with many praising the team's consistent responsiveness and... See more

Based on these reviews

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

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

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

340 reviews

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

Replied to 100% of negative reviews

Typically replies within 48 hours

How this company uses Trustpilot

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Rated 5 out of 5 stars

Its nice and simple to start with then…

Its nice and simple to start with then the SORT team take over and everything just happens, they are on the phone ( or email for 24/7 access) so any problems or uestions are answered qquickly and the process moves on,
I'm kept up to date with regular emails

April 16, 2026
Unprompted review
Rated 5 out of 5 stars

Kate Buchan at Kingsley Bond solicitors…

Kate Buchan at Kingsley Bond solicitors - fabulous!!

March 11, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you so much for your kind words! We're thrilled to hear that you had such a positive experience with Kate Buchan. While we really appreciate the feedback, as Kate is on panel with Kingsley Bond, leaving your review directly with them would ensure she gets the proper recognition for her fantastic work. We’ll be sure to pass your praise on to her in the meantime!

Rated 5 out of 5 stars

Great Customer Service

I had a reason to contact Sort Refer regarding some queries. I cannot thank Lauren Angus enough for all her help. She was extremely efficient and answered my queries very promptly and in detail.

March 11, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for your wonderful feedback! We’re thrilled to hear that Lauren Angus was able to help you so efficiently and provide detailed, prompt answers to your queries. We’ll make sure she sees your kind words, it will mean a lot to her! We look forward to working with you again in the future.😊

Rated 5 out of 5 stars

Great platform, Great service.

I have used Sort Refer for several years now and find them a great platform with competitive pricing, easy to use portal and second to none customer service.
On the occasions I have rung for help with an existing case, I usually deal with Ruth who is extremely helpful and friendly. She goes above and beyond to try and resolve any issues and always calls back when she says she will.
She helped me get a case across the line at the 11th hour today so thank you! Keep up the good work guys, would highly recommend.

February 27, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for your continued support and for taking the time to share such a thoughtful review of SortRefer.

We’re delighted to hear that you’ve found the platform easy to use, competitively priced, and backed by strong customer service over the years. Long-term relationships like yours mean a great deal to us.

It’s especially wonderful to hear your feedback about Ruth. We’re proud of the dedication she brings to supporting our clients, and your comments about her going above and beyond will certainly make her day. We’ll be sure to pass on your thanks.

Thank you again for your recommendation and for being such a valued partner. We look forward to supporting you on many more cases to come.

Rated 5 out of 5 stars

The best broker panel for sure!

The best broker panel for sure!
I used Sort Refer around 80 times so far.
Big variety of services makes them unbeatable :)

February 5, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for such fantastic feedback about Sort Refer!

We truly appreciate your continued trust and support. It’s great to hear that the variety of services available has made a real difference for you and your clients.

We’re committed to keeping the panel strong, diverse and easy to use, and feedback like yours motivates us to keep raising the bar. Thanks again for being such a valued partner!

Rated 5 out of 5 stars

The gift that keeps on giving...

Using Sort Refer is a tangible benefit for me and my clients. Great backup support and communication from the team, especially in tricky scenarios. I have made some great working relationships through Sort Refer for which I'm very grateful.

February 24, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for such a brilliant review of Sort Refer “the gift that keeps on giving” is wonderful to hear!

We’re delighted that you see real value in the service for both you and your clients. Providing strong backup support and clear communication, particularly in more complex scenarios, is something we take great pride in.

It’s also fantastic to know that you’ve built meaningful working relationships through the platform, that’s exactly the kind of long-term partnership we aim to foster.

Thank you again for your continued trust and support. We look forward to working with you for many more cases to come.

Rated 5 out of 5 stars

I have used sort refer for years now

I have used sort refer for years now. Mainly for the fixed remortgage option, my clients have liked that it is competitively priced compared to other conveyancing, I mainly use Fidler and Pepper as I have found the level of service has been fantastic

February 24, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you so much for your continued support over the years! We really appreciate you choosing us for your fixed remortgage cases, and it’s great to hear that your clients have found our pricing competitive.

Building long-term relationships with brokers like you is incredibly important to us, and we look forward to supporting you and your clients for many more years to come.

Rated 5 out of 5 stars

Sort refer - Excellent Service

We are enjoying using sort refer for our client's conveyancing and surveys . Their team are extra helpful and we have had no issues at all with any of their conveyancers ... The quoting system is easy to use and if not we know we can call and get instant help.

February 24, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you so much for your fantastic feedback! We’re delighted to hear that you’re enjoying using Sort Refer for your clients’ conveyancing and survey needs.

It’s great to know that you’ve found the team extra helpful and that your cases have been running smoothly with no issues, that’s exactly the experience we aim to deliver. We’re also pleased we're always on hand whenever you need a bit of extra support.

We really value your partnership and look forward to continuing to support you and your clients!

Rated 5 out of 5 stars

Great service

The online portal is very user-friendly. It's so useful to be able to show my clients an itemised breakdown of conveyancing costs with just a few clicks, and the regular updates are much appreciated.

February 24, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for your wonderful feedback!

We’re so pleased to hear that you’re finding the portal user-friendly and that the itemised breakdown of conveyancing costs is helping you have clear, transparent conversations with your clients.

Regular updates adding value keeping you and your clients informed every step of the way is a top priority for us.

We really appreciate your support and look forward to continuing to work with you!

Rated 5 out of 5 stars

As a mortgage broker

As a mortgage broker, SortRefer is fantastic. It offers a wide range of quotes for all situations and real-time case updates, which is especially helpful for tracking solicitor progress. The system is easy to use, with a broker toolkit that I rely on often. Clients love the simple, informative client-facing documents. The income pipeline feature is great for tracking commissions for both myself and my team. Highly recommend!

Megan Croucher

February 24, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you so much for such a detailed and positive review!

We’re thrilled to hear that SortRefer is supporting you so well as a mortgage broker. Providing a wide range of quotes for all scenarios, along with real-time case updates to help you track solicitor progress, is exactly what we set out to achieve, so it’s fantastic to know it’s making a difference to your day-to-day work.

We really appreciate the recommendation and look forward to continuing to support you and your team!

Rated 5 out of 5 stars

Easy to use and always great value for…

Easy to use and always great value for money. The support team consistently provide brilliant support.

February 24, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for your great feedback!

We’re so pleased to hear that you find the system easy to use and great value for money, that’s exactly what we aim to deliver. It’s especially lovely to hear your kind words about our support team. Providing brilliant, reliable support is something we take real pride in.

We truly appreciate your support and look forward to continuing to work with you!

Rated 5 out of 5 stars

the best

the best - Fast Response and get the enquiries done

February 20, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for the amazing feedback!

We’re delighted to hear you’ve had such a positive experience, efficiently is exactly what we strive for.

We really appreciate your support and look forward to continuing to deliver the same high level of service every time!

Rated 5 out of 5 stars

Great customer service

I use Sort Refer for all solicitor quotes I provide to clients, they are extremely helpful and provide quotes immediately which saves so much time. Excellent customer service and highly recommend!
Madison Nicol

February 24, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you so much for your kind words, Madison!

We’re delighted to hear that using Sort Refer for your solicitor quotes is saving you time and making the process easier for you and your clients. Providing immediate quotes and delivering excellent customer service is exactly what we aim for, so it’s fantastic to know that’s been your experience.

We really appreciate your recommendation and your continued support!

Rated 5 out of 5 stars

Great Service

Absolute time saving tool that is super quick to use and allocate my client a conveyancer or a survey with a few clicks. Most importantly the quotes are very reasonable.

Great service - keep being the best!!

Many thanks Sunjay Chauhan (Mortgage Adviser)

February 24, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

We’re thrilled to hear that you’re finding the system a real time-saving tool. Making the process simple and efficient with just a few clicks is exactly what we designed it to do.

It’s fantastic to know you and your clients are happy with the value of the quotes, providing competitive, reasonable pricing is a top priority for us.

We truly appreciate your support — we’ll certainly keep striving to be the best!

Rated 5 out of 5 stars

Using Sort Refer really helps us and our clients

Using Sort Refer really helps us find the right solicitor for our clients every time whether its service or price that a priority we find the panel of conveyancers offers our clients everything they need and with a portal that means that we can monitor and support them through their house buying journey with ease!

February 12, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you so much for your fantastic feedback!

We’re delighted to hear that Sort Refer is helping you find the right solicitor for your clients every time, whether it’s service or price that matters most. It’s great to know our panel of conveyancers is providing everything your clients need.

We really appreciate your support and look forward to continuing to make the process even easier for you and your clients!

Rated 5 out of 5 stars

Sort Refer

Sort Refer System is an excellent tool in supporting my role as a Mortgage Advisor. It enables me to get quick quotes for all types of conveyancing transactions as well as Surveys and EPCs they also pay us well for the referrals.

Have tried other systems but always revert to Sort Refer.

February 17, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for your wonderful feedback!

We’re thrilled to hear that Sort Refer continues to be your go-to system for quick quotes on conveyancing, surveys, and EPCs.

We really appreciate your loyalty and are delighted that, despite trying other systems, you always come back to Sort Refer. Your support means a lot to us, and we look forward to continuing to make your workflow as smooth and efficient as possible!

Rated 5 out of 5 stars

Easy to use

Easy to use, really helpful. Always get a confident answer when you call them.

February 24, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for your kind feedback!

We’re delighted to hear that you find Sort Refer easy to use and helpful. Providing confident, reliable answers whenever you call is exactly what we strive for, so it’s great to know that’s been your experience.

We truly appreciate your support and look forward to continuing to assist you and your clients!

Rated 5 out of 5 stars

I now only use Sort Refer and have been…

I now only use Sort Refer and have been getting super good results from Gorvins. Osa has just been brilliant in working with me and my client and getting the purchase over the line. As a mortgage advisor, they've been top notch since I started using them for referrals.

February 24, 2026
Unprompted review
Rated 5 out of 5 stars

Really speedy service and great prices!

February 24, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for your feedback!

We’re thrilled to hear that you’ve found Sort Refer speedy and competitively priced. Providing fast, reliable service at excellent value is exactly what we aim for.

We really appreciate your support and look forward to continuing to make things easy for you and your clients!

Rated 5 out of 5 stars

Really easy to use and quote

Express mortgages use sort refer -Really easy to use and quote - love how you can get updates really easily and reply if needed .

February 12, 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for your wonderful feedback!

We’re delighted to hear that you find SortRefer easy to use and appreciate how quickly you can get quotes. It’s great to know that the updates and the ability to respond effortlessly are making your workflow smoother.

We really value your support and look forward to continuing to make the process simple and efficient for you and your clients!

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