Sales
An offer needs more than a number. SortX gathers proceedability, funding, chain position, conditions and vendor preferences before a negotiator recommends the next move.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Captures offer terms and conditions.
Checks buyer position and proof of funds.
Builds a vendor decision note.
Tracks counter-offers and deadlines.
Keeps written evidence attached.
Moves accepted offers into progression.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Capture
Offers workflow captures offer terms and conditions.
offer record
Verify
Offers workflow checks buyer position and proof of funds.
vendor summary
Negotiate
Offers workflow builds a vendor decision note.
decision history
Accept
Offers workflow tracks counter-offers and deadlines.
progression hand-off
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 offers 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 weak proceedability 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 sales offers a clear owner, a live status and a controlled approval path.