Product platform
Terms, ASTs, prescribed information, offers and compliance documents need version control and a clean signing trail. SortX generates documents from the record and sends them for e-signature with approval where needed.
Live work queue
SortXGenerate
Document workflow creates documents from approved data.
Approve
Document workflow tracks versions and templates.
Sign
Document workflow routes sensitive documents for approval.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Creates documents from approved data.
Tracks versions and templates.
Routes sensitive documents for approval.
Sends e-signature packs.
Stores signed copies on the record.
Flags missing signatures before the next stage.
Short status markers for scanning the day without opening every record.
per branch
tracked live
history kept
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Generate
Document workflow creates documents from approved data.
document pack
Approve
Document workflow tracks versions and templates.
signature status
Sign
Document workflow routes sensitive documents for approval.
signed PDF
Store
Document workflow sends e-signature packs.
completion gate
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 document 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That matters when the risk is missing or outdated paperwork. 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 agency documents a clear owner, a live status and a controlled approval path.