AI & Automation
Twenty-plus named AI workers that handle the chasing, the certificates, the references, the repair triage, the chain updates and the branch reports. Every external action waits for your approval. The agency keeps oversight. Branch managers stop chasing.
Each capability below is an agent task that used to be a human task. The operator stops doing it and starts reviewing it.
The listing agent writes the property description from valuer voice notes and photos, sequences media in the order the portal rewards, and queues for one valuer approval.
Vendor CDD, AML, sanctions/PEP, source-of-funds, EPC, gas safety, EICR, Right to Rent, and material information Parts A/B/C with evidence provenance per field.
Intake from every channel including voice transcription. Deterministic emergency keyword detection, P0-P4 SLA clocks, contractor sourcing with Gas Safe/NICEIC credential checks, quote benchmarking, and invoice verification.
Every portal enquiry answered inside the SLA, asked the qualifying questions you configure (budget, funding, position, timeline), scored, and booked into viewings end to end. Post-viewing feedback collected within the hour.
Full chain graph with every link tracked: solicitors, conveyancers, brokers, lenders, surveyors, search providers. Weekly auto-drafted updates tailored to each party. Fall-through risk flagged before the operator notices.
The reporting agent writes weekly vendor reports combining SortX activity with Rightmove views, leads and ranking. Recommends price reviews with the comparable that justifies it. Branch performance, fall-through rates and agent autonomy on the manager's dashboard.
The valuation agent captures leads from any channel and prepares the appraisal pack with comparables from Land Registry and portal evidence. The property-onboard agent converts accepted valuations into sales instructions, runs vendor CDD, AML and source of funds, collects signed terms and material information Parts A/B/C, and blocks marketing until readiness gates pass with evidence per field.
The listings agent drafts the Rightmove description from voice notes and photos, sequences media in the order the portal rewards, and queues for one valuer approval. The buyer-management and viewings agents qualify every enquiry, book viewings end to end, collect feedback the same hour and flag hot leads. The sales-progression agent maintains the full chain graph and chases every solicitor, broker, surveyor and search provider, drafting weekly updates to every party tailored to their view of the chain.
The applicants, viewings and offers agents handle rental enquiries the same way. The referencing agent runs cases through Goodlord, HomeLet, Canopy, Vouch or Let Alliance, reads webhooks, chases missing inputs and routes manual-review cases. The right-to-rent agent captures evidence and share-code checks.
The tenancy-setup agent generates the AST, drafts prescribed information, sends DocuSeal envelopes, collects first rent and deposit, protects the deposit in DPS/TDS/MyDeposits, and promotes the applicant to a tenant. The inventory, keys and move-in agents coordinate the check-in clerk, meter reads, utilities switch and council tax. The renewals, notices and move-out agents handle Section 8/13/21, rent reviews, checkout inventory and deposit deductions.
The intake agent receives repairs from every channel including voice transcription. The emergency triage agent runs deterministic keyword checks before the form is complete, sets P0-P4 priority with statutory clocks (Awaab's Law, HHSRS, gas, electrical), and dispatches the emergency contractor where policy permits without landlord approval.
The contractor-sourcing agent matches by trade, postcode, credentials (Gas Safe, NICEIC, NAPIT, public liability, DBS) and performance history. The invoice-verification agent matches invoices against quote, work order, completion evidence, landlord authority, budget, warranty and recharge policy before release. The compliance, planned-maintenance, damp-mould and performance-scoring agents detect patterns across the portfolio and surface them before the manager asks.
Every lifecycle flow in SortX has two paths. An agent-first path where agents read context, use connectors, perform safe actions, update records and ask for approval where policy requires. And a manual path where an operator can do exactly the same work directly, with reasons, timestamps and audit.
The branch decides where on that spectrum it runs. Per agent. Per channel. Per day. When an agent is unsure, the work returns to the human queue with the context already attached. When a connector is down, the operator picks up where the agent stopped.
Every outbound message, document and instruction sits in a queue with the agent's reasoning attached. Approve, edit or reject in one click.
Read, draft, send, sign. Four switches per agent. Turn on what you trust today. Daily activity caps per agent, per branch.
Each has its own queue, capacity, approval limits and hand-back queue.
| Name | Role | What it does |
|---|---|---|
| Valuation agent | Sales | Lead capture, comparables from Land Registry, market appraisal packs, fee proposals, follow-up |
| Property-onboard | Sales / Lettings | Instruction setup, vendor CDD, AML, material information Parts A/B/C, readiness gates |
| Listings agent | Sales / Lettings | Description from voice notes and photos, media sequencing, portal publish, price changes, withdrawal |
| Buyer-management | Sales | Registration, qualification (budget, funding, position, timeline), matching, applicant register |
| Viewings agent | Sales / Lettings | Diary booking end to end, confirmations, reminders, post-viewing feedback, hot lead alerts |
| Offers agent | Sales / Lettings | Vendor decision packs, proceedability evidence, negotiation within configured limits |
| Sales-progression | Sales | Chain graph, solicitor/broker/surveyor/search chases, weekly updates to every party, fall-through risk |
| AML / Compliance | Cross-lifecycle | CDD, sanctions/PEP, source-of-funds, MLRO decisions, EPC, gas safety, EICR, Right to Rent expiry |
| Referencing | Lettings | Goodlord/HomeLet/Canopy/Vouch/Let Alliance cases, webhook outcomes, guarantor referencing, manual-review routing |
| Tenancy-setup | Lettings | AST generation, prescribed information, DocuSeal signing, deposit protection, tenant promotion |
| Repair intake | Property mgmt | Every channel including voice transcription, duplicate detection, linked repairs, warranty checks |
| Emergency triage | Property mgmt | Deterministic keyword checks for gas/CO/fire/flood/vulnerable, P0 priority, statutory clocks, emergency dispatch |
| Contractor-sourcing | Property mgmt | Trade, postcode, Gas Safe/NICEIC/NAPIT/DBS credentials, performance history, backup dispatch on no-response |
| Invoice-verification | Property mgmt | Three-way match: quote, work order, completion evidence. Flags suspicious duplicates, inflated quotes, missing credentials |
| Reporting | Cross-lifecycle | Weekly vendor reports, landlord statements, branch performance, fall-through rates, agent autonomy metrics |
| Email / WhatsApp / Call | Cross-lifecycle | Mailbox ingestion, WhatsApp intake, call transcription (Vapi, CRE Group, Linx, Moneypenny), shared inbox triage |
Honest answers about the agent workforce.
Not unless you have explicitly turned that on for that agent and that channel. Out of the box every send is held in the approval queue.
The work returns to the human queue with the conversation, the document and the decision the agent was about to make. You correct it once and the agent learns the rule for next time.
The lettings agent suite is shipped. Sales is in active build against the PRD. Property management repairs and maintenance is rolling out through 2026. The agent registry, manual fallback paths and audit model are core to the platform and live today.
Activity-based. Each work item handled by an agent is a unit. Quiet branches pay less. Busy branches pay more because the agents did more. No per-seat charge.
Yes. SortX runs alongside Alto, Reapit, Jupix, Street and others. The agents read from the CRM, draft into the CRM, and never duplicate the system of record.
Approval-first. Branch-aware. Priced on activity, not seats.