Mortgage and protection network Rosemount Financial Solutions has partnered with conveyancing panel SortRefer. 

The partnership will provide Rosemount’s advisers with referral opportunities for conveyancing, homebuyer surveys and valuations, EPC ratings as well as offering independent legal advice.

It will also provide Rosemount’s 117 advisers access to home buying and selling tools, such as quotations for relevant products including conveyancing. This service enables advisers to track customer’s journeys in real time.

SortRefer, built and launched in 2009, is a free to use online portal for mortgage advisers. It offers a range of products and services to support advisers’ clients during their home move/remortgage process. 

Rosemount Financial Solutions chief executive Ahmed Bawa said: “The new agreement will not only provide our advisers with the tools to earn through referrals, but also provide them with a full tool belt of conveyancing services. SortRefer’s innovative technology will help streamline the home buying journey and we look forward to working alongside them to achieve this”

SoftRefer head of broker proposition Graham Le Bas added: “Our software simplifies the whole process of conveyancing, by bringing the solutions onto one platform. We can tailor the platform to suit the needs of the adviser and best of all it’s incredibly easy to use. Whether it’s conveyancing, surveys or valuations, we can provide instant access to these products and services, allowing advisers to offer these to their clients and earn from these referrals. With over 15 years of experience, we know exactly what advisers’ needs are and will be working closely with Rosemount in order to build a strong relationship with its advisers.”