Brokers can now build their own quoting system with less aesthetic limitations
SortRefer, an online portal for mortgage brokers, has made some enhancements to the white label functionality on its online system.
White label enables SortRefer’s broker clients to build their own quoting system embedded within their own website in just a matter of minutes, now with less aesthetic limitations.
The company said that while its white label offering has been available on the panel manager’s system for a number of years, it has now made some new improvements to further benefit broker clients.
Try our new & improved White Label functionality today! 💻
— SortRefer (@SortRefer) April 12, 2023
Read more via our blog here: https://t.co/J9eBGat9aQ!#panelmanager #whitelabel #conveyancingsolutions pic.twitter.com/svJcuNsQJ9
“We’ve always had a white label function that allows you to build in a SortRefer quoting tool to your website,” the company stated in its product update post. “However, we’ve recently made some enhancements to improve the aesthetic and process for you and your clients.”
The white label function allows the brokers to use their own website to create direct quotes for their clients, with the information feeding directly into their case manager, providing their clients with quotes for conveyancing, surveys, and any other SortRefer available products of their choosing.
Brokers can now choose from different page layouts, alter colours to fit their own branding, include their company’s own logo, select background images, add their choice of products, and more.
A step-by-step guide on setting white label up on the SortRefer system can be viewed online.
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