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

Loads of updates through out

Loads of updates through out, loads better than using lender appointed solicitors

September 8, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

Hi George, thank you for your fantastic feedback. I've requested further information so I can pass it on to the relevant supplier. Marketing @ SortRefer

Rated 5 out of 5 stars

Great communication

Great communication throughout the process.

September 1, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

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

Rated 5 out of 5 stars

Sadia the case manager kept in contact…

Sadia the case manager kept in contact with all parties and provided a great service. As the clients are personal friends it was much appreciated in a time when personal one to one updates are rare . Well done Sadia

August 16, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Sandie, thank you for your feedback. I've requested further information so we can pass on to the right supplier. Marketing @ SortRefer

Rated 5 out of 5 stars

Frequent and informative updates

August 11, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Antoinette, thank you for your fantastic feedback. I've requested more information from you so that we can find out which case handler/supplier you used to pass it on. Marketing @ SortRefer

Rated 2 out of 5 stars

Both myself and the client struggled to…

Both myself and the client struggled to speak to anyone at Gilson Gray either by phone or email. Anytime we called reception it was just sent to voicemail and no one ever called back. The client had asked them in advance about the HTB ISA and it was left until last minute almost causing the completion to be delayed.

July 6, 2023
Unprompted review
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Reply from SortRefer

Hi Danielle, thank you for your feedback. I'll certainly pass this on and ask for it to be looked into. Marketing @ SortRefer

Rated 5 out of 5 stars

Great platform and expert support from Tom Hale

I work as a broker and I use Sort Refer to source conveyancers for my clients. It's really easy to use and a really quick way to access brilliant conveyancers.
My BDM Tom Hale is a real expert in mortgages and conveyancing and he was able to give me some really practical tips for getting the most out of Sort Refer and making sure that I'm providing a really good experience to every client, as well as utilising some of their other products such as Wills, Surveys, and more which I hadn't previously been using.
All in all a brilliant platform with a great team.

June 15, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

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

Rated 5 out of 5 stars

Tom really brought Sort Refer to life

Tom really brought to life the true benefits of using the providers under SortRefer and how cast iron their process is in terms of ensuring first class communication is maintained throughout the customer's experience. Really looking forward to working with him and introducing my clients to SortRefer.

June 13, 2023
Unprompted review
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Reply from SortRefer

Hi there, thank you for your fantastic feedback for Tom. We've requested further information form you so we can pass this on. Marketing @ SortRefer

Rated 5 out of 5 stars

First Class Remortgage Service

Used Fidler and Pepper for the Remortgage Service via Sort Refer first class kept the client and me informed throughout the whole process and completed on time. Clients very happy and will loading up my next case soon.

May 1, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

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

Rated 5 out of 5 stars

Tom Hale was a great help from start to…

Tom Hale was a great help from start to finish will definitely be using them again, could not fault the service

May 22, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Anthony, thank you for your fantastic feedback for Tom. I'll ensure it's passed on. Marketing @ SortRefer

Rated 5 out of 5 stars

Great communication

Great communication along the way and addressed issues quickly. Thanks Emma

May 18, 2023
Unprompted review
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Reply from SortRefer

Hi Tom, thank you for your feedback. We've requested further information so we know which case/person this relates to so we can pass it on :) Marketing @ SortRefer

Rated 1 out of 5 stars

Change of case handler 4 times

Change of case handler 4 times, last minute.com with everything. An utter shambles.

May 9, 2023
Unprompted review
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Reply from SortRefer

Hi Sean, thank you for your feedback. I've requested more information from you. Marketing @ SortRefer

Rated 5 out of 5 stars

Super Fast Service,

Super fast service, 21 days from instructing to completion. Good updates all the way through from Fidler & Pepper.

April 20, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Esther, thank you for your fantastic feedback for Fidler & Pepper. I've clicked find reviewer, to find out more information from you in order to find your case and pass on the feedback to the Case Handler. Marketing @ SortRefer

Rated 5 out of 5 stars

Nikhil was brilliant!!!!

Nikhil was brilliant, this customer was just about to lose a product we has secured 6 months ago which was much better than any deal on the market, thanks to his work and persistence we managed to get the deal over the line at the last minute. There were lots of other companies involved in the process who didn't seem to care that the client would lose his rate but Nikhil went above and beyond to get it sorted, Thank You!

April 14, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Mark, thank you for your fantastic feedback. We've requested more information for you so that we can find the supplier you're reviewing to pass on the feedback. Marketing @ SortRefer

Rated 5 out of 5 stars

Kerry @ Gorvins Solicitors

Kerry my Solicitor was recommended by Sortrefer and she was absolutely excellent. I would highly recommend

March 24, 2023
Unprompted review
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Reply from SortRefer

Hi Debb, thank you for your feedback for Kerry at Gorvins. We'll ensure it's passed on. Marketing @ SortRefer

Rated 5 out of 5 stars

Emma had been great and moved…

Emma Henchliffe from Fidler & Pepper had been great and moved efficiently and quickly with my referral.

March 24, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Priya, thank you for your fantastic feedback. We've requested further information for you to get an idea of which solicitor you used so we can pass it on. Marketing @ SortRefer

Rated 5 out of 5 stars

very efficient

very efficient, easy to contact, very friendly approachable knowledgeable professional staff, nothing is too much trouble, you don't always get all this with a solicitor! would highly recommend for any conveyancing.

March 10, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Adele, thank you for your feedback. We've requested further information so we can understand which supplier you used so that we can pass on the feedback. Marketing @ SortRefer

Rated 1 out of 5 stars

6 Weeks & Still No Completed Searches

I am currently purchasing a property and using PLS as my solicitors - I have been informed that they have requested searches to be completed through your services on 19th January 2022 - now 6 weeks later we have not even received 1 search back, which is severely holding up the process of this purchase. 6 weeks to process searches (without any feedback) is very disappointing from such a reputable company who are in control of managing a very important process of the chain. Leaving a client and customer in the dark about the reason behind the delay is not fair.

February 23, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Kerry, after your initial feedback, your case was passed over to our team and has been looked into. I understand my colleague has been in contact to explain the situation and give you an overview of the remedial works. Thank you, Marketing @ SortRefer

Rated 5 out of 5 stars

Competent & professional

I dealt with Versha at PLS. She was very knowledgeable and dealt with the case to a high standard. She has exceptional communication skills. She was very keen to ensure client satisfaction. A valuable asset to the company.

February 20, 2023
Unprompted review
SortRefer logo

Reply from SortRefer

Hi Abu, thank you for your fantastic feedback for Versha at PLS. We'll ensure it is passed on. Marketing @ SortRefer

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