Product platform
No two agencies run sales progression, repairs or lettings in exactly the same way. SortX lets managers configure stages, owners, SLAs and approval gates without asking the team to work around a rigid CRM.
Live work queue
SortXMap stages
Workflow builder defines stages for each lifecycle.
Set rules
Workflow builder sets required evidence before progression.
Run work
Workflow builder assigns tasks by role or branch.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Defines stages for each lifecycle.
Sets required evidence before progression.
Assigns tasks by role or branch.
Adds SLA clocks and escalation rules.
Turns agent permissions on by workflow.
Keeps manual override available.
Short status markers for scanning the day without opening every record.
workflow settings
for each stage
always available
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Map stages
Workflow builder defines stages for each lifecycle.
branch-specific process
Set rules
Workflow builder sets required evidence before progression.
clear hand-offs
Run work
Workflow builder assigns tasks by role or branch.
blocked-work list
Refine
Workflow builder adds SLA clocks and escalation rules.
audit-ready 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 workflow builder 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 work hidden in personal habits. 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 operating processes a clear owner, a live status and a controlled approval path.