Sort Refer Launches New Education Campaign

Derby-based SortRefer, market leaders in the conveyancing and legal services sector, have launched a new education campaign, aimed to support mortgage intermediaries.

SortRefer was launched in 2009 and its award-winning portal now provides a range of conveyancing and other ancillary services for brokers and their clients.

The month-long campaign aims to help new mortgage broker users familiarise themselves with the SortRefer portal more quickly by providing them with a series of invaluable resources and insights.

The campaign will feature eight video ‘how to guides’, which are hosted on the website and will be supported and shared by the company’s Broker Support team.

They will address SortRefer’s most popular frequently asked questions and offer a range of materials which will provide an introduction to the portal and navigation around the site.

Best practice will be discussed, with in-depth tutorials on how to utilise SortRefer’s broker toolkit, leverage supplier filters and create quotes seamlessly on the SortRefer portal.

Other videos include guidance on SortRefer’s site navigation and a mini guide on how to handle supplier feedback.

There is also a dedicated video on the company’s Stamp Duty Check product, which is designed to help with complex Stamp Duty Land Tax (SDLT in England), Land Transaction Tax (LTT in Wales) or Land and Buildings Transaction Tax (LBTT in Scotland).

A series of other educational resources have been introduced to enhance user experience, including a suite of leaflets and a new blog, which is available on the SortRefer website.

The video guides are available at:

Commenting on the launch of the new campaign, Kevin Tunnicliffe, CEO of Sort Group, said:

“We’re excited to be launching SortRefer’s new education campaign, which is designed to ensure that mortgage brokers understand the SortRefer portal and get the best out of it for their clients and customers.

“The roll-out of this campaign will empower our users and support their business growth by streamlining their operations.”

Designed to support mortgage brokers and IFAs, SortRefer offers a range of products and services to assist clients with the home move and remortgage process.

SortRefer continues to set industry benchmarks, providing clients with transparent fee structures and delivering quick and cost-effective services, establishing themselves as a trusted choice for clients seeking conveyancing and legal solutions.