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

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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

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 :)

5 February 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.

24 February 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

24 February 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.

24 February 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.

24 February 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

24 February 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.

24 February 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

20 February 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

24 February 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)

24 February 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!

12 February 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.

17 February 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.

24 February 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.

24 February 2026
Unprompted review
Rated 5 out of 5 stars

Really speedy service and great prices!

24 February 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 .

12 February 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!

Rated 5 out of 5 stars

Always on hand

I use sort refer on a regular basis to quote and instruct legal services, surveys and specialist reports.
I never have a problem getting through to someone when I need extra help and I find their system easy to use and navigate.

23 February 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you so much for your kind feedback!

We’re delighted to hear that SortRefer is making it easy for you to quote and instruct legal services and specialist reports. It’s fantastic that our team is always accessible when you need extra help, and that the system is user-friendly and easy to navigate.

We really appreciate your continued support and look forward to helping you and your clients for many more transactions to come!

Rated 5 out of 5 stars

Fantastic system & simple to use

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 always resolve anything we need them to. They visit regularly, and the rewards scheme they offer is amazing.

16 February 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you so much for your wonderful feedback!

We’re absolutely delighted to hear how much you’re enjoying using SortRefer and that having everything under one roof is making such a positive difference to your workflow. It’s exactly what we aim to achieve – a streamlined, reliable system that truly supports our clients.

It’ great to know our in-house team and field BDMs are delivering the level of service, your comments mean a great deal to us. We’ll be sure to share your kind words with the team.

We’re thrilled you’re making the most of the rewards scheme too!

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

Rated 5 out of 5 stars

Lauren Angus is incredibly helpful and…

Lauren Angus is incredibly helpful and very responsive, makes you feel like nothing is too much of an ask. Asset to SortRefer.

10 February 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you so much for your kind words!

We’re thrilled to hear that Lauren has been incredibly helpful and responsive in supporting you. She truly cares about delivering the best possible service, so it’s wonderful to know she’s made you feel that nothing is ever too much trouble.

We’re very proud to have Lauren as part of the SortRefer team, and we’ll be sure to pass on your lovely feedback to her.

Thank you again for taking the time to share your experience, we do appreciate it!

Rated 5 out of 5 stars

Above and Beyond

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 and went over and above to not only recommend a suitable conveyancer but also ran the enquiry through at a senior level to be certain they were able to help. Excellent service Lauren. Thank-you.

29 January 2026
Unprompted review
SortRefer logo

Reply from SortRefer

Thank you so much for sharing your experience!

We’re delighted to hear that Lauren was able to support you and your client. Taking the time to recommend a suitable conveyancer and escalating the enquiry to a senior level to ensure everything was in place is exactly the level of care and diligence we strive to provide.

At SortRefer, we understand how important it is to find the right solution especially for specialist cases and it’s fantastic to know Lauren delivered the excellent service we pride ourselves on.

We’ll be sure to pass on your thanks to her. We really appreciate you taking the time to leave such thoughtful feedback!

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