Lettings
Rental listings need accurate availability, rent, deposit, EPC, licensing notes and viewing access. SortX prepares portal copy and blocks publish until the required lettings data is present.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Drafts rental descriptions.
Checks rent and deposit figures.
Adds EPC and licensing information.
Orders photos and floorplans.
Queues portal publish.
Updates availability across channels.
Short status markers for scanning the day without opening every record.
kept current
checked
after data gate
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Prepare
Lettings listing agent drafts rental descriptions.
rental listing
Check data
Lettings listing agent checks rent and deposit figures.
portal-ready fields
Approve
Lettings listing agent adds EPC and licensing information.
media order
Publish
Lettings listing agent orders photos and floorplans.
availability sync
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 lettings listing agent 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 wrong rent or missing compliance detail. 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 rental listings a clear owner, a live status and a controlled approval path.