Product platform
Staff need to find a buyer, property, repair, offer, document or payment without knowing which module owns it. SortX searches across the operating record and respects roles and permissions.
Live work queue
SortXSearch
Search layer searches people, properties and tasks.
Filter
Search layer finds documents and messages.
Open
Search layer shows recent records first.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Searches people, properties and tasks.
Finds documents and messages.
Shows recent records first.
Filters by branch and lifecycle.
Respects permission limits.
Opens the source record directly.
Short status markers for scanning the day without opening every record.
one search
respected
to source
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Search
Search layer searches people, properties and tasks.
matched record
Filter
Search layer finds documents and messages.
filtered result
Open
Search layer shows recent records first.
source link
Act
Search layer filters by branch and lifecycle.
next action
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 search layer 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 context across modules. 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 records a clear owner, a live status and a controlled approval path.