Lettings
Lettings enquiries move quickly. SortX captures household details, affordability, move date, pets, guarantor needs and viewing preferences before the negotiator spends time on the lead.
Live work queue
SortXRegister
Applicant agent registers applicants from every channel.
Qualify
Applicant agent checks affordability and move date.
Match
Applicant agent records household and pet details.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Registers applicants from every channel.
Checks affordability and move date.
Records household and pet details.
Matches suitable rental stock.
Books viewings.
Keeps consent and notes attached.
Short status markers for scanning the day without opening every record.
captured
known
ready for negotiator
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Register
Applicant agent registers applicants from every channel.
applicant profile
Qualify
Applicant agent checks affordability and move date.
match list
Match
Applicant agent records household and pet details.
viewing booking
Book
Applicant agent matches suitable rental stock.
negotiator note
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 applicant 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 unqualified applicants filling the diary. 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 tenant applicants a clear owner, a live status and a controlled approval path.