SortRefer Reviews 

356
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

356 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

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

4.7

All reviews

(356)

114 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

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.

Rated 5 out of 5 stars

A good and Efficient platform for…

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

August 1, 2025
Unprompted review
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Reply from 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.

Rated 5 out of 5 stars

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.

August 1, 2025
Unprompted review
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Reply from SortRefer

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

Rated 5 out of 5 stars

Ben Wilde at Birchall Blackburn…

Ben Wilde at Birchall Blackburn continues to deliver excellent service.

August 1, 2025
Unprompted review
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Reply from SortRefer

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

Rated 5 out of 5 stars

Good portal with the added bonus of…

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

July 31, 2025
Unprompted review
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Reply from 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.

Rated 5 out of 5 stars

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.

July 28, 2025
Unprompted review
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Reply from 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.

Rated 5 out of 5 stars

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! :)

August 1, 2025
Unprompted review
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Reply from 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.

Rated 5 out of 5 stars

Sort refer is a great tool

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

July 1, 2025
Unprompted review
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Reply from 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.

Rated 5 out of 5 stars

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

August 1, 2025
Unprompted review
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Reply from 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.

Rated 5 out of 5 stars

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

July 28, 2025
Unprompted review
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Reply from 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.

Rated 5 out of 5 stars

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.

July 30, 2025
Unprompted review
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Reply from 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!

Rated 1 out of 5 stars

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.

May 1, 2025
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Reply from 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.

Rated 3 out of 5 stars

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

July 1, 2025
Unprompted review
SortRefer logo

Reply from 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.

Rated 5 out of 5 stars

Client feedback excellent

Client feedback excellent. Personal service!

May 20, 2025
Unprompted review
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Reply from SortRefer

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

Rated 5 out of 5 stars

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.

May 16, 2025
Unprompted review
SortRefer logo

Reply from 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

Rated 1 out of 5 stars

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.

April 11, 2025
Unprompted review
SortRefer logo

Reply from 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.

Rated 5 out of 5 stars

Easy to use service

Easy to use service, with a quick response from the service providers.

April 3, 2025
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for your feedback! We're pleased to hear that our system was easy to use. Our team works hard to remain responsive and supportive throughout the process. We'll be sure to share your comments with the them!

Rated 5 out of 5 stars

Great service and communication from…

Great service and communication from Mahenoor for one of my clients on their recent remortgage that completed today. Would highly recommend him.

April 1, 2025
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you for your kind words! We're delighted to hear that Mahenoor provided excellent service and communication throughout your client's remortgage process. We truly appreciate your recommendation and look forward to working with you again soon!

Rated 5 out of 5 stars

Rory was exceptional

Rory was exceptional. After a difficult onboarding process, he really took ownership and I would highly recommend to friends and family. Selena was particularly helpful as well.

March 31, 2025
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you so much for your kind words! We're thrilled to hear that Rory and Selena from Birchall Blackburn were able to provide such exceptional service. Your recommendation means a lot to us, and we’re so happy we could support you. If you ever need assistance again in the future, don’t hesitate to get in touch. We're always here to help!

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