Lettings
A good applicant can be lost between viewing feedback, offer terms, landlord approval and referencing. SortX keeps the sequence moving and makes landlord decisions easy to review.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Books and confirms viewings.
Collects feedback quickly.
Captures offers and conditions.
Builds landlord approval notes.
Moves accepted applicants into referencing.
Keeps declined applicants in the matching pool.
Short status markers for scanning the day without opening every record.
chased same day
captured
started after approval
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Viewing
Lettings negotiation workflow books and confirms viewings.
viewing feedback
Offer
Lettings negotiation workflow collects feedback quickly.
offer summary
Landlord decision
Lettings negotiation workflow captures offers and conditions.
approval trail
Referencing
Lettings negotiation workflow builds landlord approval notes.
referencing case
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 negotiation 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 slow landlord decisions. 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 viewings and offers a clear owner, a live status and a controlled approval path.