Lettings
Referencing is a chain of evidence, vendor rules and legal checks. SortX tracks provider outcomes, guarantor needs, Right to Rent status and manual review decisions in one workflow.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Starts provider referencing cases.
Tracks employment and landlord checks.
Records guarantor requirements.
Monitors Right to Rent evidence.
Routes failed or partial results to review.
Stores final decisions on the tenancy file.
Short status markers for scanning the day without opening every record.
tracked
stored
for exceptions
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Start checks
Referencing agent starts provider referencing cases.
referencing status
Track outcomes
Referencing agent tracks employment and landlord checks.
Right to Rent record
Review exceptions
Referencing agent records guarantor requirements.
guarantor task
Approve
Referencing agent monitors Right to Rent evidence.
decision note
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 referencing agent 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 missed legal or referencing exceptions. 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 tenant checks a clear owner, a live status and a controlled approval path.