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 1 out of 5 stars

Service was shocking

Service was shocking, would not recommend. No updates, no communication, calls not returned, charges added with no explanation. No action when complained.

February 21, 2025
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Mrs S, we tried to request further information from you so we could share this with the right person. Marketing @ SortRefer

Rated 3 out of 5 stars

Slow progress to remortgage

This was a simple remortgage for a client but slow progress and only completed after we put pressure on the case handler to get on with it. Should really have completed in mid-January but took 4 weeks longer.

February 21, 2025
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Bhav, thanks for your feedback. I'll pass this along to the team. Marketing @ SortRefer

Rated 5 out of 5 stars

excellent service really quick and…

excellent service really quick and efficient will use again

February 17, 2025
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Richard, thank you so much for the wonderful feedback! I'll pass this message on to the team. Marketing @ SortRefer

Rated 5 out of 5 stars

Lucy Le Bas from Kingsley Bond was…

Lucy Le Bas from Kingsley Bond was absolutely amazing. She was super efficient and communication was excellent. I would definitely recommend

February 14, 2025
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Carla, thank you for the wonderful feedback. I'll make sure to pass this along to the team. Marketing @ SortRefer

Rated 5 out of 5 stars

Amazing Daniel Gardner

Amazing conveyancing carried out by Daniel Gardner who was instrumental in getting the case over the line in record time and always at hand for any questions - great work Daniel

February 3, 2025
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Krishna, thank you for the wonderful feedback! I'll be passing this on to our team. Marketing @ SortRefer

Rated 1 out of 5 stars

Poor relationship with solicitor firms…

Poor relationship with solicitor firms not knowing the status of cases.

November 19, 2024
Unprompted review
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Reply from SortRefer

Hiya, I have requested more information from you so I can pass this over. Marketing @ SortRefer

Rated 1 out of 5 stars

Sort refer compliance team does not "chase the source of funds" - "it happens when it happens"

Sort refer is dealing with my file compliance with their subsidiary, Sort legal. I have been told my file is "with the compliance team". I asked for names - "There are no names. They are a team". So it seems my file is with a nebulous group of anonymous entities checking on my financials. I asked for a timeframe: "We don't chase them. We let the process happen when it happens". 6 months into the process, the seller is understandably frustrated and the sale is likely going to fall through today because of this anonymous team. What a disgrace.

Update 27 Nov: As anticipated, the sale fell through yesterday. We provided the information requested in the automated response, and of course, as also anticipated, this complaint went nowhere. 6 months wasted for the seller and us!

November 20, 2024
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Nadia and Ryan, I have requested more information from you so I can pass this over. Marketing @ SortRefer

Rated 5 out of 5 stars

I have referred through Sort Refer for…

I have referred through Sort Refer for some years and having recognised that in the house buying/selling process, things don't always go smoothly, it is good to have The Sort Refer team there to step in and help efficiently when required.

October 30, 2024
Unprompted review
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Reply from SortRefer

Hi Andy, thank you for the fantastic feedback on the team! I'll ensure it gets passed on. Marketing @ SortRefer

Rated 5 out of 5 stars

Vanda is superb

As ever, Vanda from Gordon's Property Lawyers provided a superb service throughout this re-mortgage. Vanda is my go-to case handler and has never let me down.

October 2, 2024
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Philip, thank you for your fantastic feedback for Vanda. We'll ensure its passed on. Marketing @ SortRefer

Rated 5 out of 5 stars

Umayr Waraich was fantastic from start…

Umayr Waraich was fantastic from start to finish. Even called a lender for the clients with regards to a redemption query. First class. Would highly recommend

October 1, 2024
Unprompted review
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Reply from SortRefer

Thank you so much for your fantastic review!

Going above and beyond for clients is exactly what we aim for, and it’s wonderful to know it made such a positive impact.

We really appreciate your recommendation!

Rated 5 out of 5 stars

Right Choice Conveyancing definitely the right choice!

As a mortgage adviser, referred a client to Right Choice Conveyancers in Milton Keynes via SortRefer, based on their price and reviews. Just wanted to thank Carly Gunn and her team at Right Choice for amazing service throughout a difficult purchase. Cannot recommend enough.

September 26, 2024
Unprompted review
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Reply from SortRefer

Thanks Debbie for your wonderful feedback. We'll ensure it's passed onto Carly and her team at Right Choice. Thanks, Marketing @ SortRefer

Rated 1 out of 5 stars

Very poor communication

Very poor communication, both my client and I felt isolated throughout the process, minimal communication, little help in achieving agreed dates, poor feedback from other professionals in the chain and ultimately a very disjointed and unsatisfactory outcome.

July 16, 2024
Unprompted review
Rated 5 out of 5 stars

Laura Carey’s service was outstanding!!

Laura Carey’s service was outstanding!!
I literally think that this is the best service I have received from a solicitor ever

September 24, 2024
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Carla, thank you for your fantastic feedback. We'll ensure it's passed on to Laura. Marketing @ SortRefer

Rated 5 out of 5 stars

Excellent service

we work at a mortgage brokers and cannot fault the service provided by LPL and in particular Luke Warrior.
Not only does he provide us with a first class service but also our clients .
Big thank you to Luke for your continued support and guidance

September 20, 2024
Unprompted review
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Reply from SortRefer

Hi Yvonne, thank you for your fantastic feedback. I'll ensure its passed on to Luke from LPL. Marketing @ SortRefer


Rated 5 out of 5 stars

Seamless process

Seamless process, fast valuation undertaken, competent RICS surveyor allocated. Acceptable valuation was given.

September 9, 2024
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Gregory, thank you for your fantastic feedback. I'll ensure its passed on. Marketing @ SortRefer

Rated 5 out of 5 stars

Communication is Key!

Clear and consistent communication
Makes it so much of a smoother less stressful process for both clients and me as the adviser.
Regular updates, the clients love the whatsapp and app facilities - always look to use this firm with my clients when i can

August 29, 2024
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Jeni, thank you for your fantastic feedback. I'll ensure it's passed on to the team. Marketing @ SortRefer

Rated 5 out of 5 stars

good company to use

good company to use

August 2, 2024
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Jacky, thank you for your fantastic feedback. I've requested further information so we can locate your file and pass it on to the right case handler. Marketing @ SortRefer

Rated 5 out of 5 stars

Time critical issues resolved very quickly

We had an issue towards the end of the process where we realised the bank had not included the £500 cashback incentive, in to the mortgage offer. (We realised the day before completion). Gabrielle managed to get the funds sent back to the bank, request the amendment to the offer and then request the funds again, all in time for completion the following day. Always available on the phone or email to help as well.

August 1, 2024
Unprompted review
SortRefer logo

Reply from SortRefer

Hi there, thank you for your fantastic feedback. I've requested further information so we can pass this on to the right case handler. Marketing @ SortRefer

Rated 5 out of 5 stars

Elliot was a great communicator

I completed on my house sale today using Sort Refer.

We hit so many challenges with selling our new build including issues with the road being adopted, the management company and more.

Even though it took a long time to get sorted, Elliot was always responsive to our calls and emails and even responded when he was on annual leave and sometimes late at night.

Thanks so much for your efforts!

July 10, 2024
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Tom, thanks for your wonderful feedback for Elliot. I'll ensure its passed on. Marketing @ SortRefer

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