SortRefer
Probate Solicitors
SortRefer
Burdsall House, Derby
# SortRefer Business Description
SortRefer is a Derby-based referral platform that enables mortgage intermediaries to expand their service offerings and generate additional income streams without expanding their own operations. The business acts as a bridge between mortgage advisers and a carefully vetted panel of UK service providers, streamlining the referral process for ancillary services that clients need during property transactions.
The platform specialises in connecting intermediaries with conveyancing solicitors, surveyors, valuers, and will writers—services that naturally arise during client conversations about home moves and mortgages. Rather than advisers turning clients away or managing complex external referrals, SortRefer provides a seamless, integrated solution that keeps clients within a managed ecosystem.
What distinguishes SortRefer is its flexible, transparent fee structure that puts advisers in control. Rather than fixed commissions, intermediaries can choose their own referral fees on each case, with earning potential ranging from £100 to £300 per transaction depending on the service. The platform removes administrative friction through quick quoting systems and a dedicated support team, whilst the hand-picked supplier panel ensures consistent quality.
The business model is particularly attractive for mortgage brokers seeking to diversify revenue without the overhead of hiring new staff or establishing new professional credentials. SortRefer essentially offers a white-label solution to ancillary services, allowing advisers to maintain client relationships whilst generating secondary income from referrals.
SortRefer is a Derby-based referral platform that enables mortgage intermediaries to expand their service offerings and generate additional income streams without expanding their own operations. The business acts as a bridge between mortgage advisers and a carefully vetted panel of UK service providers, streamlining the referral process for ancillary services that clients need during property transactions.
The platform specialises in connecting intermediaries with conveyancing solicitors, surveyors, valuers, and will writers—services that naturally arise during client conversations about home moves and mortgages. Rather than advisers turning clients away or managing complex external referrals, SortRefer provides a seamless, integrated solution that keeps clients within a managed ecosystem.
What distinguishes SortRefer is its flexible, transparent fee structure that puts advisers in control. Rather than fixed commissions, intermediaries can choose their own referral fees on each case, with earning potential ranging from £100 to £300 per transaction depending on the service. The platform removes administrative friction through quick quoting systems and a dedicated support team, whilst the hand-picked supplier panel ensures consistent quality.
The business model is particularly attractive for mortgage brokers seeking to diversify revenue without the overhead of hiring new staff or establishing new professional credentials. SortRefer essentially offers a white-label solution to ancillary services, allowing advisers to maintain client relationships whilst generating secondary income from referrals.
Services offered
ConveyancingRemortgage ConveyancingSurveys and ValuationsSpecialist ReportsWillsProperty Purchase and Sale SupportReferral Fee ManagementSupplier Panel Access