Product platform
Branch managers need one screen for blocked sales, urgent repairs, overdue compliance and work waiting for approval. SortX brings live operations into a single dashboard instead of another report to export.
Live work queue
SortXScan
Command centre surfaces blocked work first.
Prioritise
Command centre groups activity by branch and lifecycle.
Open record
Command centre shows approvals waiting for decisions.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Surfaces blocked work first.
Groups activity by branch and lifecycle.
Shows approvals waiting for decisions.
Flags SLA and compliance risk.
Links every tile to the source record.
Keeps healthy work quiet.
Short status markers for scanning the day without opening every record.
for branch risk
approval queue
sales lettings management
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Scan
Command centre surfaces blocked work first.
daily branch view
Prioritise
Command centre groups activity by branch and lifecycle.
risk queue
Open record
Command centre shows approvals waiting for decisions.
approval list
Resolve
Command centre flags SLA and compliance risk.
manager action trail
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 command centre 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 important work buried in separate tools. 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 branch operations a clear owner, a live status and a controlled approval path.