SortRefer completes first series of client guides for brokers

SortRefer has completed its first series of client guides as part of its marketing toolbox for brokers.

The online conveyancing platform has provided 31 free guides for every adviser who uses SortRefer to access a panel conveyancing firm.

The guides include topics such as:

  • a checklist for selling a house
  • buying new-build property
  • Help to Buy Isa
  • Help to Buy equity loan
  • Help to Buy shared ownership
  • Right to Buy
  • lifetime Isas

Emma Daley, head of marketing at SortRefer, said: “We have been adding to the guides over the past few months and the feedback we have had has been 100% positive from introducers.

“We wanted to create a body of educational material with which brokers could enhance the service they offer their customers.

“They are available in a series of colours to match a broker’s brand and have been very popular.

“Our aim is to expand the titles and already we have had suggestions from introducers for future topics.

“In the meantime, the feedback we have received tells us that there is a need for well-researched and topical guides for consumers that brokers can make available to customers and we are delighted by their response.”

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