Product platform
Viewings, valuations, inspections, contractor visits and move-ins compete for the same diary space. SortX checks availability, travel gaps and property access before it offers a slot.
Live work queue
SortXFind slot
Scheduling agent checks staff and property availability.
Confirm
Scheduling agent adds travel buffers where needed.
Remind
Scheduling agent sends confirmations and reminders.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Checks staff and property availability.
Adds travel buffers where needed.
Sends confirmations and reminders.
Handles reschedule requests.
Keeps keys and access notes visible.
Syncs outcomes back to the record.
Short status markers for scanning the day without opening every record.
by branch
before appointment
shown at booking
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Find slot
Scheduling agent checks staff and property availability.
booked appointment
Confirm
Scheduling agent adds travel buffers where needed.
calendar invite
Remind
Scheduling agent sends confirmations and reminders.
access note
Update
Scheduling agent handles reschedule requests.
follow-up task
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 scheduling 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 double bookings and missed access details. 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 agency diaries a clear owner, a live status and a controlled approval path.