Lettings
Renewals need dates, comparable rent evidence, landlord approval, tenant negotiation and signed documents. SortX starts the workflow early and keeps each decision recorded.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Spots renewal windows.
Prepares rent review evidence.
Asks landlord for approval.
Drafts tenant notices and offers.
Tracks negotiations.
Updates tenancy and rent schedules after agreement.
Short status markers for scanning the day without opening every record.
renewal alerts
for rent review
updated after agreement
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Identify
Renewals workflow spots renewal windows.
renewal task
Review rent
Renewals workflow prepares rent review evidence.
rent evidence
Negotiate
Renewals workflow asks landlord for approval.
signed renewal
Renew
Renewals workflow drafts tenant notices and offers.
updated schedule
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 renewals 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 renewal dates missed. 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 tenancy renewals a clear owner, a live status and a controlled approval path.