Lettings workflow integration
Prepare Goodlord handoffs from SortX offers, then track referencing, tenancy and move-in tasks where available.
SortX keeps referencing, tenancy setup and move-in admin moving through one supervised queue.
Goodlord is the connected source or destination for this workflow.
SortX keeps tenancy record context attached to the work item.
SortX keeps applicants context attached to the work item.
SortX keeps landlords context attached to the work item.
SortX keeps documents context attached to the work item.
SortX keeps move-in tasks context attached to the work item.
SortX prepares the Goodlord handoff from live agency records and keeps the returned status visible where available.
Book a demoThe Goodlord workflow is useful when the next action is clear to the branch.
GoodlordIntegration workflow
Goodlord is the connected source or destination for this workflow.
SortX keeps tenancy record context attached to the work item.
SortX keeps applicants context attached to the work item.
SortX keeps landlords context attached to the work item.
SortX keeps documents context attached to the work item.
SortX keeps move-in tasks context attached to the work item.
Each item below is a practical handoff: record matching, status checks, approvals and follow-up work.
Send the applicant and property context needed for the Goodlord handoff.
Pre-fill the referencing request from the accepted offer where fields are present.
Watch for returned statuses and queue follow-ups when the next step is unclear.
Ask for landlord approval before sensitive tenancy or cost decisions move forward.
Request missing details from applicants, landlords or the branch before the handoff stalls.
Move SortX tenancy tasks forward when Goodlord returns enough context.
Prepare Goodlord handoffs from SortX offers, then track referencing, tenancy and move-in tasks where available.
Lettings admin breaks when the offer, reference, contract and move-in tasks live in different places. SortX keeps those handoffs visible and chases the missing pieces.
The goal is simple: fewer disconnected tabs, clearer ownership and no unsupported assumptions about what Goodlord can or cannot return. SortX works with the fields and statuses available to your branch.
Book a demoConnect: Create the applicant and tenancy context from the accepted offer.
Match: Prepare the handoff to the connected provider with the fields available.
Route: Track the returned status and flag anything that needs a human decision.
Review: Move the tenancy record into signing, deposit and move-in tasks.
Review workflowsShort answers for setup, sync behaviour and branch control.
No. SortX uses Goodlord 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 Goodlord 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 Goodlord 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.