Product platform

Notifications and escalations, controlled in SortX.

Not every alert deserves the same noise. SortX notifies the right person when an SLA, compliance date, client promise or emergency threshold is at risk.

Live work queue

SortX

Watch

Escalation engine sets escalation rules by workflow.

Notify

Escalation engine separates alerts from daily activity.

Escalate

Escalation engine notifies owners and managers.

Connected to the rest of the operating stack

  • Inbox
  • Tasks
  • Calendar
  • Contacts
  • Properties
  • Documents
  • Approvals
  • Reporting

What this changes day to day.

The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.

Escalation rules by workflow

Sets escalation rules by workflow.

Alerts from daily activity

Separates alerts from daily activity.

Owners and managers

Notifies owners and managers.

Raises urgent repairs immediately

Raises urgent repairs immediately.

Acknowledgement

Tracks acknowledgement.

Unresolved risk on the dashboard

Shows unresolved risk on the dashboard.

Signals a manager can read quickly.

Short status markers for scanning the day without opening every record.

Rules

by workflow

Owners

notified first

Risk

on command centre

The working view stays close to the record.

Each item shows enough context for staff to act, approve, or leave the agent to continue.

  • Escalation rules by workflow. Sets escalation rules by workflow.
  • Alerts from daily activity. Separates alerts from daily activity.
  • Owners and managers. Notifies owners and managers.
  • Raises urgent repairs immediately. Raises urgent repairs immediately.

Workflow view

Branch policy applied

Live

Watch

Escalation engine sets escalation rules by workflow.

targeted alert

Notify

Escalation engine separates alerts from daily activity.

manager escalation

Escalate

Escalation engine notifies owners and managers.

acknowledgement log

Resolve

Escalation engine raises urgent repairs immediately.

resolved risk

How it works in the branch.

Why notifications and escalations needs its own workflow

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 escalation engine 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.

How the branch stays in control

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 alerts ignored because everything is urgent. SortX gives the team the detail they need without asking them to hunt through tabs, exported reports or old message threads.

Common questions

Practical details for directors, branch managers and operations teams.




Put notifications and escalations into the operating queue.

SortX gives time-sensitive work a clear owner, a live status and a controlled approval path.