Product platform
A person can be a buyer, vendor, tenant, landlord, contractor and guarantor at different points. SortX keeps one contact record with roles, consent, history and current work visible.
Live work queue
SortXCapture
Contact record deduplicates people across channels.
Match
Contact record stores multiple roles per contact.
Link
Contact record keeps consent and preferences visible.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Deduplicates people across channels.
Stores multiple roles per contact.
Keeps consent and preferences visible.
Links every message and task.
Shows current properties and tenancies.
Tracks vulnerable or high-risk notes carefully.
Short status markers for scanning the day without opening every record.
many roles
visible to staff
by person
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Capture
Contact record deduplicates people across channels.
single contact record
Match
Contact record stores multiple roles per contact.
role history
Link
Contact record keeps consent and preferences visible.
communication log
Update
Contact record links every message and task.
next action
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 contact record 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 duplicate people and fragmented history. 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 people and relationships a clear owner, a live status and a controlled approval path.