Property management
Repairs above limits need landlord approval without losing the contractor, tenant or audit trail. SortX sends a clear decision request and keeps the repair moving when the answer returns.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Applies approval limits by landlord and property.
Summarises quotes and urgency.
Sends decision requests.
Records approval or rejection.
Escalates no-response cases.
Turns approval into work orders.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Check limit
Landlord approval workflow applies approval limits by landlord and property.
approval request
Request approval
Landlord approval workflow summarises quotes and urgency.
decision trail
Record decision
Landlord approval workflow sends decision requests.
work order
Proceed
Landlord approval workflow records approval or rejection.
tenant update
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 landlord approval 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 repairs stalled on unclear approval. 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 landlord repair decisions a clear owner, a live status and a controlled approval path.