Sales
When a sale falls through, speed matters. SortX records the reason, tells the right people, reactivates buyers and prepares the listing, price and vendor update 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.
Captures fall-through reason.
Notifies vendor and internal owners.
Reactivates matched buyers.
Reviews price and listing evidence.
Queues portal status changes.
Keeps previous offer history attached.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Record reason
Relist workflow captures fall-through reason.
fall-through note
Notify
Relist workflow notifies vendor and internal owners.
buyer reactivation list
Reactivate
Relist workflow reactivates matched buyers.
portal update
Relist
Relist workflow reviews price and listing evidence.
vendor plan
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 relist 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 lost momentum after a failed sale. 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 failed sales a clear owner, a live status and a controlled approval path.