Every enquiry qualified against your rules, before anything gets booked

It’s collecting the facts your agency requires before an enquiry is treated as actionable — for a viewing that might be the property, the applicant’s position, finance and availability; for a valuation it’s a different set. Sortx applies the set you define, to the enquiry type it recognises, on every channel.

Yes — that’s how it works. Sortx qualifies viewing and valuation requests using the facts your agency requires, and it doesn’t progress an enquiry on facts it hasn’t got. Different enquiry types can require different facts.

Sortx doesn’t invent an answer or force a booking. The enquiry, the facts collected so far and the remaining decision are handed to your team, so a person can decide with everything already gathered instead of starting again.

No, and Sortx isn’t a replacement for your CRM. Scoring ranks an enquiry and leaves it in a list. Sortx uses the qualified facts as the precondition for an action: when the facts and the property, coverage, staff and diary checks support it, the appointment is booked; when they don’t, the enquiry goes to a person.

Supported inbound calls, WhatsApp, website chat, email, SMS and supported property portals all reach the same front desk and are qualified against the same rules. Which portals are supported is confirmed during onboarding or a demo.

They’re qualified then, not the next morning. Sortx answers supported inbound calls and conversations outside branch hours under the availability and escalation rules you set.