Sales
Valuers need recent sold prices, competing listings, portal evidence, local notes and fee options in one pack. SortX prepares the appraisal pack before the visit so the valuer can focus on the seller.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Pulls comparables and portal data.
Adds Land Registry context.
Summarises local competition.
Prepares fee and marketing options.
Stores valuer notes after the visit.
Turns accepted appraisals into onboarding work.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Gather evidence
Appraisal pack pulls comparables and portal data.
appraisal pack
Build pack
Appraisal pack adds Land Registry context.
pricing rationale
Visit
Appraisal pack summarises local competition.
fee proposal
Convert
Appraisal pack prepares fee and marketing options.
onboarding task
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 appraisal pack 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 thin valuation evidence. 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 valuation preparation a clear owner, a live status and a controlled approval path.