Product platform
Messages, offers, payments, documents and compliance decisions need different sign-off rules. SortX lets the branch decide what agents can do, what they can draft and what must wait for a human.
Live work queue
SortXPolicy check
Approval workflow sets approval rules by branch and role.
Queue
Approval workflow holds external actions before release.
Decision
Approval workflow shows the reason and source evidence.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Sets approval rules by branch and role.
Holds external actions before release.
Shows the reason and source evidence.
Supports edit, reject and approve paths.
Keeps timestamps for audit.
Falls back to manual handling when needed.
Short status markers for scanning the day without opening every record.
read draft send sign
approve or edit
for every decision
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Policy check
Approval workflow sets approval rules by branch and role.
approval queue
Queue
Approval workflow holds external actions before release.
edited action
Decision
Approval workflow shows the reason and source evidence.
decision history
Audit
Approval workflow supports edit, reject and approve paths.
manager visibility
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 approval workflow 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 uncontrolled outbound actions. 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 high-risk estate agency actions a clear owner, a live status and a controlled approval path.