Product platform
The property record is where sales, lettings, management, compliance and accounting meet. SortX keeps ownership, marketing, certificates, keys, repairs, offers and tenancy history in one place.
Live work queue
SortXCreate record
Property record stores property facts and ownership.
Attach evidence
Property record links sales and lettings activity.
Run lifecycle
Property record tracks certificates and material information.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Stores property facts and ownership.
Links sales and lettings activity.
Tracks certificates and material information.
Shows keys, access and occupier notes.
Holds repairs and contractor history.
Connects invoices and landlord statements.
Short status markers for scanning the day without opening every record.
for each property
linked to record
per field
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Create record
Property record stores property facts and ownership.
complete property file
Attach evidence
Property record links sales and lettings activity.
readiness status
Run lifecycle
Property record tracks certificates and material information.
activity history
Report
Property record shows keys, access and occupier notes.
branch reporting
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 property record 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 property data split across teams. 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 property records a clear owner, a live status and a controlled approval path.