Finally, your client admin, compliance paperwork and client nurturing in one place. Fact finds, document chasers, suitability report drafts, renewals and protection follow-ups, all automated.
£79 a month per firm. Built by a working mortgage broker.
Evenings lost to SRs
Copying offer details into the same report template, case after case.
Chasing documents by hand
"Just following up on those payslips…" for the third time this week.
Renewals slipping through
Product expiry dates buried in offer PDFs, and clients going direct to their lender.
Protection never discussed
The case completes, everyone's busy, and the conversation never happens.
Clients complete it on their phone. Joint applicants, employment, budget and existing mortgages land straight on the record. At renewal they just confirm what's changed.
Polite, automatic reminders until ID, payslips and bank statements are in, then it stops by itself. Emails go to both applicants on joint cases.
Paste in the offer and your case notes. Sortzy fills your own template, writes the rationale in your voice, and saves a draft for you to check and send.
Every application prompts a protection conversation, with reminders for you and the client. Tick your reasons and the protection SR writes itself.
Product end dates captured on completion. Six months out, the client gets a short review and a booking link, and you get the case back in your pipeline.
Move a card and the right emails, tasks and documents follow. Booking calendar, fee requests and needs & preferences included, all sent under your name.
Automatic booking confirmations and reminders before every appointment, and a friendly nudge when an enquiry goes quiet. Reminders work: in an NHS trial, one well-worded text cut missed appointments by 23%.*
* Behavioural Insights Team, Imperial College and Barts Health NHS Trust, 2016. Results from healthcare appointments; your results may differ.
Your branding, booking links and report templates, already wired in. No building workflows yourself.
Drag a card from Onboarding to Application Submitted to Offer. That's your whole job in Sortzy.
Emails, chasers, reminders and draft reports happen in the background. You review, you advise, you send.
Sortzy was built inside a working mortgage brokerage by Chris Hazell, to run his own cases and his advisers'. Every suitability report is a draft you review before it goes anywhere. You stay the adviser; Sortzy does the typing.
Drafts, never auto-sent
You check every report.
Your templates
Your wording, your layout.
Protection on file
Discussed, recorded, declarations prompted.
Client-friendly
Fact finds and uploads on any phone.
No. It arrives set up. If you can drag a card from one column to the next, you can run Sortzy.
Yes. Sortzy fills your existing wording rather than replacing it, and every report is a draft for you to check.
We can bring them in with their product end dates, so renewal reminders start working straight away.
No long contract. It's rolling monthly and you can cancel with 30 days' notice. You can export your client data whenever you like.
A quick walkthrough with Chris, using a real case from start to finish.