Lettings
Move-in can fail on small details: keys, inventory, meter reads, certificates, access codes and first rent. SortX gives the branch one checklist tied to the tenancy.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Tracks inventory appointments.
Records keys and access codes.
Stores meter readings.
Checks first rent and deposit status.
Sends tenant move-in notes.
Hands the property to management after completion.
Short status markers for scanning the day without opening every record.
logged
tracked
to management
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Prepare
Move-in workflow tracks inventory appointments.
move-in checklist
Check payments
Move-in workflow records keys and access codes.
key log
Move in
Move-in workflow stores meter readings.
meter record
Hand over
Move-in workflow checks first rent and deposit status.
management hand-off
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 move-in 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 messy first day for tenants. 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 tenant move-in a clear owner, a live status and a controlled approval path.