SortRefer marks 17 years with record month for instructions and completions

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SortRefer has marked its 17th anniversary after reporting its strongest monthly performance to date in March 2026, alongside product updates, award wins and a growing role in wider conveyancing reform efforts.

The Derby-based conveyancing and legal services firm, which also has a branch in South Shields, said overall instructions rose 16% in March compared with previous periods, making it the highest monthly total in its history.

The same month also delivered the company’s best month on record for completions and revenue, underlining continued demand from brokers for conveyancing support and related legal services.

SortRefer, founded in 2009, said it had continued to invest in its proposition for intermediaries this year. Updates in 2026 have included changes to its Stamp Duty process through its partnership with Stamp.Expert and the launch of a £499 Scottish Fees Assist package aimed at the remortgage market in Scotland.

The business has also sought to raise its profile through wider industry activity. Its inaugural Sort Ball, held in Manchester, brought together conveyancers, brokers, surveyors and other sector partners. Following what the firm described as a strong response, the event is due to return in October 2026 with more tickets being made available.

The firm has also launched a new podcast, The Next Move in Conveyancing, which brings together figures from across the sector to discuss current issues in the market. Tunnicliffe is also involved in Project 28, the cross-industry initiative focused on improving the homebuying process.

Tunnicliffe (pictured) said: “Reaching 17 years in business is a fantastic milestone and a real moment for us to reflect on how far SortRefer has come since 2009.

“I’m proud to share that this past year has been our strongest yet; what the team have achieved is a testament to the strength of our service offering and the trust our brokers place in us.

“I’m grateful to our partners, clients and supporters who have also been part of our journey. We’re proud to be delivering the solutions intermediaries need in an ever-evolving marketplace, it’s an exciting time looking ahead at this next and beyond.”

Andy Sadler, business manager, said: “I’ve thought about Sort being in its own bubble insofar as not knowing how we are perceived in the wider industry, but after attending the Sort Ball and receiving all the subsequent positive feedback it made me realise we are a big player in this market, and all the sacrifice and hard work, especially in the early days, was completely worth it.”

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