Property management
Finding the right contractor means trade, postcode, availability, credentials, landlord preference and past performance. SortX suggests suitable contractors and records the dispatch trail.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Matches trade and postcode.
Checks credentials and expiry dates.
Uses landlord and branch preferences.
Contacts backup contractors when needed.
Records responses and ETAs.
Updates tenants and landlords.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Match
Contractor sourcing agent matches trade and postcode.
contractor shortlist
Check credentials
Contractor sourcing agent checks credentials and expiry dates.
dispatch note
Dispatch
Contractor sourcing agent uses landlord and branch preferences.
ETA
Track response
Contractor sourcing agent contacts backup contractors when needed.
response history
SortX keeps routine progress visible while protecting the decisions that need a person.
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 contractor sourcing 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 slow dispatch or expired credentials. 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 contractor allocation a clear owner, a live status and a controlled approval path.