Sort Group Launches New Client Onboarding Software

Derby-based legal, property and financial specialists, Sort Group, have published the results of a 12-month pilot of an innovative new client onboarding software, which improves the Conveyancing process and speeds up time to completion.

The new software was created and built by the company’s in-house development team in 2022. Over the past 12 months, Sort Legal, the group’s in-house law firm, have been trialing and gathering feedback for the software, which enables clients to complete their initial questionnaire and all relevant property forms via a secure online portal, helping to speed up the time to completion by seven weeks in some instances.

The process includes licensed Law Society official property forms, and third-party integrations with HooYu and Yoti Sign, which provide Biometric ID and AML checks. The innovative software also enables the client to sign all paperwork digitally, saving time and money in the process.

This flexible software can be used by clients for remortgage, sale, purchase, and transfer of equity.

Recent five-star reviews include the following:

“Quick and easy app! “Very easy app. Easy to use, understand and clear in design. I thought the process was quick and was able to upload important documents from my phone with no hassle. What a very quick process!”

“Refreshing to have a conveyancing firm who are proactive. They were excellent at guiding and prompting us through the process. As a result, our transaction went smoothly and on schedule. The initial document submission being handled online meant for a very quick process, and we could do it piece by piece, rather than wait to put everything in a single envelope and post.”

Commenting on the new client onboarding software, Rhodri Howells, Head of Legal Practice, at Sort Legal, said:

“At Sort Legal, we’re committed to improving the Conveyancing process for the end client and improving peace of mind for the intermediary, too. We’ve invested in technology to do just that, and we’re delighted to have seen some great early results, with quicker completions.

“The knock-on impact is improved processes; happy staff and we’ve also seen an increase in the quantity of our 5* reviews. We’re proud to have been awarded an ‘excellent’ score on Trustpilot.”

Since the launch of SortRefer in 2015, Sort Group has gone from strength to strength, with Sort Legal launched in 2017, followed by Sort Move in 2020.

Thanks to its innovative technologies and a customer orientated approach, the group is now a market leader in the real estate and conveyancing sector.

The Group have ambitious plans for the future, with new software development planned for the next three years.