AI operations
Negotiators should not start every email from a blank screen. SortX drafts replies using the property, contact history, branch tone and policy limits, then waits for approval before anything sensitive leaves.
Live work queue
SortXRead context
Drafting agent uses the latest property and contact context.
Draft
Drafting agent quotes viewing times and offer details accurately.
Approve
Drafting agent keeps compliance wording consistent.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Uses the latest property and contact context.
Quotes viewing times and offer details accurately.
Keeps compliance wording consistent.
Marks uncertain facts before approval.
Learns preferred branch phrasing.
Records the final sent version.
Short status markers for scanning the day without opening every record.
draft prepared
read draft send approve
without policy permission
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Read context
Drafting agent uses the latest property and contact context.
ready-to-edit reply
Draft
Drafting agent quotes viewing times and offer details accurately.
policy-safe wording
Approve
Drafting agent keeps compliance wording consistent.
sent message log
Send
Drafting agent marks uncertain facts before approval.
team-readable history
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 drafting agent 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 slow responses and inconsistent promises. 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 outbound client replies a clear owner, a live status and a controlled approval path.