Sort Group launches new client onboarding software

Sort Group has launched new client onboarding software, which improves the conveyancing process and speeds up time to completion.

The software was created and built by the company’s in-house development team in 2022. Over the past 12 months, Sort Legal, the group’s in-house law firm, have been trialing and gathering feedback for the software, which enables clients to complete their initial questionnaire and all relevant property forms via a secure online portal, helping to speed up the time to completion by seven weeks in some instances.

The process includes licensed Law Society official property forms and third-party integrations with HooYu and Yoti Sign, which provide Biometric ID and AML checks. The software also enables the client to sign all paperwork digitally, saving time and money in the process.

This flexible software can be used for remortgage, sale, purchase, and transfer of equity.

Rhodri Howells, head of legal practice at Sort Legal, said: “At Sort Legal, we’re committed to improving the conveyancing process for the end client and improving peace of mind for the intermediary, too. We’ve invested in technology to do just that, and we’re delighted to have seen some great early results, with quicker completions.

“The knock-on impact is improved processes; happy staff and we’ve also seen an increase in the quantity of our 5* reviews. We’re proud to have been awarded an ‘excellent’ score on Trustpilot.”