Done well, cross sales pay for the marketing budget. Done badly, they cost you the customer.
Sort Move is a UK conveyancing and moving services referral platform for estate agents. Built for busy sales teams, Sort Move lets you refer buyers and sellers to vetted conveyancers, mortgage brokers and removal companies -- and track every referral through to completion, with transparent commissions paid automatically.
Every buyer and seller your team helps through a transaction is a potential referral to a conveyancer, a mortgage broker or a removal company. Most estate agents refer informally -- on business cards and phone calls -- with no visibility of whether the referral was acted on, what the outcome was, or whether a fee was ever paid.
Informal referral arrangements that rely on the supplier remembering to pay are the norm in estate agency. The referral fee exists in theory; the payment rarely materialises without a system that tracks it from introduction to completion.
Without a referral platform, there is no audit trail between your recommendation and your client's decision. You cannot see whether your buyer used the conveyancer you suggested, or whether they went elsewhere and you lost the fee.
Referral revenue from ancillary services requires a consistent process at the point of instruction. Without a platform that prompts your team and tracks the conversation, referrals to brokers and removal firms are left to individual memory.
HMRC, Trading Standards and the Property Ombudsman all require transparent disclosure of referral fees. A documented, platform-based referral process makes compliance demonstrable rather than anecdotal.
Sort Move gives estate agents a structured referral workflow that captures every introduction, tracks every instruction and pays every fee without manual chasing.
Sort Move's panel of conveyancers, mortgage brokers and removal companies has been vetted for quality, responsiveness and compliance. You are referring your clients to suppliers who have been assessed, not just whoever you happen to know.
Your negotiator creates a referral in Sort Move at the point of instruction. Client details, the service referred and the referring agent are all logged. The supplier is notified immediately and has a tracked introduction to follow up.
Sort Move tracks the referral from introduction through to client decision. You can see whether your buyer or seller instructed the supplier, when they instructed and where the matter stands -- without chasing the supplier for an update.
When an instruction completes, Sort Move calculates the referral fee based on your agreed panel rates and raises the payment automatically. No manual invoicing, no chasing, no discrepancy between what was agreed and what arrives.
Every referral is logged with the disclosure language required for transparency under consumer protection rules. Your team has an auditable record of every introduction, every disclosure made and every fee received -- available on demand.
Manage referrals across your whole branch network from a single dashboard. See which negotiators are generating referrals, which suppliers have the best conversion rates, and which ancillary services are being underused across your team.
Sort Move is designed to be fast to use at the point of instruction, not as a separate admin task your team does at the end of the day.
When your negotiator takes an instruction, Sort Move is part of the standard workflow. Client details from your CRM pre-populate the referral form -- no double-keying.
Your negotiator selects the relevant service -- conveyancing, mortgage advice or removals -- and creates the referral. The supplier receives an instant, tracked introduction.
Sort Move notifies you when the client has been contacted, when they have made a decision and when the instruction has been placed. You do not need to chase the supplier for an update.
When the conveyancing matter completes, Sort Move raises the referral fee automatically. No manual invoice, no reminder required.
Your branch manager sees referral performance across the team at a glance -- who is generating referrals, which services are being underused, and which suppliers are converting most effectively.
Sort Move is listed on Kerfuffle with 36 verified agent reviews and a 5.0 star average. Kerfuffle members get commercial terms reviewed before committing.
Standard route
Off-the-shelf pricing
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Sort Move pricing is scoped to your branch network and referral volume. Kerfuffle members have commercial terms reviewed before committing.
Sort Move has 36 verified agent reviews on Kerfuffle with a 5.0 star average. Read what 36 verified UK estate agents say about Sort Move's platform, supplier quality and commission reliability before getting in touch.
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Book a Zoom with Kerfuffle to see how Sort Move would fit your current instruction workflow and how your team would use it from day one.
Book a Zoom with the Kerfuffle team. We will walk through Sort Move's product, the member offer and answer your questions before you speak to the supplier directly.
Book a Zoom with Kerfuffle ->Sort Move is a UK proptech business built to solve the specific problem of untracked, unmanaged referrals in estate agency. With 36 Kerfuffle reviews and a 5.0 star average, Sort Move has established a track record with UK sales teams who want referral revenue that actually arrives.
PropTech That Pays Back is a Kerfuffle initiative that rewards estate agents with kredits when they actively use the tools they invest in. Browse the full supplier list and see which ones pay you back.
Sort Move tracks every referral from introduction to completion and pays commissions automatically -- without your team chasing anyone.