AI operations
SortX AI agents handle routine reading, drafting, chasing and checking across sales, lettings, property management, compliance and accounts. Your team keeps control through approval rules and performance dashboards.
Live work queue
SortXRead
AI operating layer triages inboxes.
Draft
AI operating layer drafts replies and reports.
Approve
AI operating layer runs configured workflow steps.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Triages inboxes.
Drafts replies and reports.
Runs configured workflow steps.
Pauses on uncertainty.
Tracks agent performance.
Keeps every action tied to records.
Short status markers for scanning the day without opening every record.
with permissions
built in
measured
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Read
AI operating layer triages inboxes.
agent queue
Draft
AI operating layer drafts replies and reports.
approval trail
Approve
AI operating layer runs configured workflow steps.
performance view
Report
AI operating layer pauses on uncertainty.
branch controls
SortX keeps routine progress visible while protecting the decisions that need a person.
In a UK estate agency, this work crosses desks: negotiators, administrators, property managers, accounts, contractors, clients and compliance owners all need the same facts. SortX keeps the work on the operating record instead of spreading the detail across personal inboxes.
The AI operating layer does the repeatable work first: reading, checking, drafting, matching and opening the next task. Anything that changes a client position, spends money, sends a sensitive message or affects compliance can be held for approval.
Managers can set owners, SLA clocks, approval limits and escalation rules around this workflow. Staff can still take over manually when a case needs judgement, and the record shows what the agent did before the handover.
That matters when the risk is automation without enough branch control. SortX gives the team the detail they need without asking them to hunt through tabs, exported reports or old message threads.
Practical details for directors, branch managers and operations teams.
Yes. The manual path stays available. Staff can take over, edit drafts, change owners, add context and approve or reject agent work.
SortX records the source record, timestamps, owner, approval decision and final output for this workflow. Evidence stays attached to the property, contact, tenancy, repair or accounting item.
Yes. Branches can run different owners, approval limits, SLA clocks and agent permissions while directors still get a consolidated view.
SortX gives AI estate agency operations a clear owner, a live status and a controlled approval path.