Lettings
Late rent needs fast, careful handling. SortX checks expected payments, flags arrears, drafts tenant chases and escalates persistent cases according to branch policy.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Matches rent due against receipts.
Flags short and late payments.
Drafts polite arrears chases.
Records promises to pay.
Escalates according to policy.
Keeps landlords informed where required.
Short status markers for scanning the day without opening every record.
rent matching
tracked
by policy
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Match rent
Arrears workflow matches rent due against receipts.
arrears list
Flag arrears
Arrears workflow flags short and late payments.
tenant chase
Chase
Arrears workflow drafts polite arrears chases.
promise-to-pay note
Escalate
Arrears workflow records promises to pay.
landlord update
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 arrears 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 arrears noticed too late. 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 rent payments a clear owner, a live status and a controlled approval path.