Lettings
A move-out touches notices, inspections, keys, deposit deductions, rent apportionment and re-marketing. SortX keeps the ending controlled from notice received to property hand-back.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Records notice dates and legal basis.
Books checkout and inspections.
Tracks key return.
Starts deposit deduction workflow.
Sets re-marketing tasks.
Updates landlord and tenant at each stage.
Short status markers for scanning the day without opening every record.
recorded
booked
decision trail
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Notice
Move-out workflow records notice dates and legal basis.
notice record
Checkout
Move-out workflow books checkout and inspections.
checkout task
Deposit
Move-out workflow tracks key return.
deposit note
Re-market
Move-out workflow starts deposit deduction workflow.
marketing 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-out 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 poor handover at tenancy end. 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 tenancy endings a clear owner, a live status and a controlled approval path.