Move and transaction service integration
Connect Moverly material-information and transaction handoffs to SortX records, approvals and chase tasks.
SortX prepares handoffs for moving, surveys, chain updates and client services from live transaction records.
Moverly is the connected source or destination for this workflow.
SortX keeps move tasks context attached to the work item.
SortX keeps clients context attached to the work item.
SortX keeps suppliers context attached to the work item.
SortX keeps milestones context attached to the work item.
SortX keeps handoffs context attached to the work item.
Moverly
SortX connects Moverly to the surrounding records, tasks and approvals your team already uses.
Book a demoEach item below is a practical handoff: record matching, status checks, approvals and follow-up work.
Package client-approved details for the Moverly service request.
Read returned statuses where available and keep the review state in SortX.
Turn returned milestones into progressor, negotiator or client-update tasks.
Attach the service handoff to the correct property and transaction.
Queue calls, reminders or document requests when the service needs branch input.
Store references and client decisions on the SortX record.
Connect Moverly material-information and transaction handoffs to SortX records, approvals and chase tasks.
Move services should follow the transaction record. SortX prepares the handoff, watches for status changes where available and reminds the team when a client needs help.
The goal is simple: fewer disconnected tabs, clearer ownership and no unsupported assumptions about what Moverly can or cannot return. SortX works with the fields and statuses available to your branch.
Book a demoConnect: Read the property, client and milestone context from SortX.
Match: Prepare the service handoff with the client-approved details.
Route: Track returned updates where the integration supports it.
Review: Create follow-up work for the negotiator or progressor.
Review workflowsMoverly integration specifics.
No. SortX uses Moverly 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 Moverly 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 Moverly 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.