SortRefer

Despite the rainy weather, it certainly didn’t dampen the atmosphere at our Stone Regional Event this morning!🌧️

A huge thank you to everyone who attended & to our fantastic presenters for sharing their expertise. It was great to see so many come together for an engaging morning.
Look out for our upcoming events post-summer - if you want to get in touch about attending or presenting with us, get in touch with our team today!

Our team always look forward to The Financial Reporter Awards & this year was no different!

We were proud to be named finalists for Legal Services Provider of the Year & to be recognised alongside so many fantastic businesses from across the industry 👏

Congratulations to all of the winners & fellow finalists, & thank you to the Financial Reporter team for another brilliant evening 🧡

Last chance to boost your chances!

Q2 is nearly over, which means there's not long left until we announce our second set of Super Surveys winners.

Every Survey or Specialist Property Report instructed through SortRefer increases your chances of winning:
🥇£500
🥈£300
🥉£100

⏰ Make sure to get your instructions in before 30th June

Start instructing today 👉 https://orlo.uk/Axfpf

We'll be drawing our lucky winners at random in early July 🍀

Want to find out more? Get the full details here 👉 https://orlo.uk/eUXct

Our South West & West BDMs had a fantastic day at the MAB Birmingham Roadshow!

A big thank you to everyone who stopped by to chat with the team & joined Paul's seminar to learn more about how SortRefer can help you uncover new opportunities, enhance the client journey & create additional revenue streams.

We're already looking forward to the next roadshow!

June has entered the chat... & brought a review winner with it 🌞

Congratulations to our May winner, Rhys Mayhew from Rebus Financial Services Ltd 👏

Thank you to all our clients who have taken the time to leave feedback. Your reviews help us continue improving our service & delivering the best possible experience 🧡

⭐ ⭐ ⭐ ⭐ ⭐

Every SortRefer broker using the platform is automatically entered into our monthly £50 prize draw.

Share your experience today & you could be next month's winner 🍀
Google: https://orlo.uk/2t9uo
Trustpilot: https://orlo.uk/nnlQV

Could Fees Assist be the right fit for your Scottish remortgage cases?

Our £499 Fees Assist Remortgage product offers a more flexible alternative to free legals for suitable cases in Scotland 🏠

Read our latest blog to learn more 👉 https://orlo.uk/lVcIx

Help to Buy Remortgages are not always as straightforward as they first appear 🏠

Between Valuations, equity loan redemption & even timing pressures, there’s often more going on behind the scenes than expected. This includes Standalone Help to Buy Redemption.

So the question is… are you using the right product to manage them? 🧐

Our Help to Buy & Valuation product is designed to help you bring everything together in one place, keeping cases moving & easier to manage from instruction to completion.

With us, you get:
✅ A dedicated Help to Buy & Valuation solution
✅ RICS-qualified surveyors across the UK
✅ Dual-aspect case tracking
✅ Retype Valuations where delays occur
✅ Referral fee opportunities

If you’re curious to find out more, check out our latest blog 👉 https://orlo.uk/5203J

Climb the Sort Club tiers this year to unlock exclusive rewards!🪜
Our loyalty scheme rewards our introducers for their completed Conveyancing cases submitted through our portal.

➡️ It’s simple to get started
Submit your conveyancing cases via our SortRefer portal
Each completed Conveyancing case = 1 point
The more cases that complete = the more points
Once you hit a level, you’ve qualified for a prize! 🎁

Unlock rewards at different levels throughout 2026 – with each new level awaits a luxury prize just for you!

Discover more > https://orlo.uk/43YLw

Bank Holiday Reminder 🍻

Please note that our offices will be closed this coming Monday for the May Spring Bank Holiday & our teams will be back Tuesday 26th at 9:15am.

Have a good weekend!

Buy to Let can get complex 🏡

Portfolio landlords, leaseholds, limited companies… there’s a lot to consider.

That’s why choosing the right legal product from instruction is so important. It can help keep cases moving smoothly, improve control throughout the process & make the overall experience easier for both you & your client.

In some cases, you may also need to consider Independent Legal Advice (ILA), particularly where limited company structures are involved - another key factor in getting things right from the start ✅

We explain it all in our latest blog, including how our Buy to Let Fixed Price Legals product supports different cases & why it could be the right fit for your next case👇
https://orlo.uk/P8XJZ