Deposit and tenancy compliance integration
Prepare DPS deposit protection tasks from SortX tenancy records and track confirmation details where available.
SortX prepares deposit records, deadline reminders and prescribed-information handoffs for the branch to confirm.
DPS is the connected source or destination for this workflow.
SortX keeps tenancy context attached to the work item.
SortX keeps deposit record context attached to the work item.
SortX keeps prescribed info context attached to the work item.
SortX keeps deadlines context attached to the work item.
SortX keeps audit notes context attached to the work item.
SortX prepares the DPS handoff from live agency records and keeps the returned status visible where available.
Book a demoThe DPS workflow is useful when the next action is clear to the branch.
DPSIntegration workflow
DPS is the connected source or destination for this workflow.
SortX keeps tenancy context attached to the work item.
SortX keeps deposit record context attached to the work item.
SortX keeps prescribed info context attached to the work item.
SortX keeps deadlines context attached to the work item.
SortX keeps audit notes context attached to the work item.
Each item below is a practical handoff: record matching, status checks, approvals and follow-up work.
Build the deposit task from rent, tenancy, landlord and tenant records.
Store the DPS reference or confirmation note where available.
Keep deposit-related clocks visible in the tenancy task list.
Prepare prescribed-information tasks for review and sending.
Attach evidence, references and branch decisions to the tenancy record.
Block the handoff until the fields needed by DPS are complete.
Prepare DPS deposit protection tasks from SortX tenancy records and track confirmation details where available.
Deposit protection is a deadline-driven workflow. SortX gathers the tenancy details, prepares the record and keeps the branch focused on the exceptions.
The goal is simple: fewer disconnected tabs, clearer ownership and no unsupported assumptions about what DPS can or cannot return. SortX works with the fields and statuses available to your branch.
Book a demoConnect: Read the tenancy and rent/deposit values from SortX.
Match: Prepare the protection or alternative deposit handoff.
Route: Track confirmation and deadline status where available.
Review: Attach evidence and prescribed-information tasks to the tenancy record.
Review workflowsDPS integration specifics.
No. SortX uses DPS as a connected system and keeps the agency workflow in SortX. Your team still controls the vendor account, permissions and commercial relationship.
Only the fields configured for the integration are used. SortX syncs records, statuses, notes or files where DPS makes them available and where your branch has approved that direction.
Yes. Approval steps can stay on for messages, record updates, document sends and sensitive compliance or finance actions.
Setup starts with branch mapping, permission checks and a short test workflow. SortX then rolls the DPS connection into the right agent queue for your team.
We will map the connection, test the handoffs and keep approvals where your branch needs them.