Sales
Exchange and completion require tight coordination between solicitors, buyers, vendors, keys and accounts. SortX tracks the final steps and keeps the branch clear on what is still blocking completion.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Tracks exchange readiness.
Records agreed completion dates.
Coordinates keys and access.
Keeps parties updated.
Flags missing documents.
Closes the sale with final history intact.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Readiness
Completion workflow tracks exchange readiness.
completion checklist
Exchange
Completion workflow records agreed completion dates.
party update
Complete
Completion workflow coordinates keys and access.
key release note
Close
Completion workflow keeps parties updated.
closed sale file
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 completion 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 last-minute confusion. 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 late-stage sales a clear owner, a live status and a controlled approval path.