Lettings
A managed property needs landlord details, ownership evidence, certificates, keys, compliance dates, rent settings and access notes before it can run cleanly. SortX makes the onboarding status visible.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Collects landlord and property facts.
Records management terms.
Checks certificates and expiry dates.
Stores keys and access notes.
Sets rent and statement rules.
Blocks marketing or tenancy steps when data is missing.
Short status markers for scanning the day without opening every record.
per property
tracked
before launch
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Create file
Property onboarding workflow collects landlord and property facts.
property file
Collect evidence
Property onboarding workflow records management terms.
compliance schedule
Set controls
Property onboarding workflow checks certificates and expiry dates.
rent settings
Go live
Property onboarding workflow stores keys and access notes.
ready status
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 onboarding 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 managed stock launched with gaps. 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 new managed properties a clear owner, a live status and a controlled approval path.