Accounting
Deposits need receipt, protection, prescribed information, deductions and release decisions tracked carefully. SortX keeps deposit work tied to the tenancy and move-out record.
Live work queue
SortXReceive
Deposit workflow tracks deposit receipt.
Protect
Deposit workflow records scheme and certificate.
Review deductions
Deposit workflow stores prescribed information.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Tracks deposit receipt.
Records scheme and certificate.
Stores prescribed information.
Supports deduction proposals.
Records tenant and landlord decisions.
Tracks release and dispute status.
Short status markers for scanning the day without opening every record.
tracked
evidenced
recorded
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 deposit workflow 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 deposit deadlines and evidence missed. 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 tenancy deposits a clear owner, a live status and a controlled approval path.