Property management
Repairs arrive by phone, email, portal, WhatsApp and tenant app. SortX captures the issue, asks for missing evidence, checks duplicates and creates a clean repair case.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Captures repairs from every channel.
Transcribes calls where available.
Asks for photos and access details.
Checks duplicate and linked issues.
Adds occupier vulnerability notes.
Creates the repair case with priority.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Capture
Repair intake agent captures repairs from every channel.
repair case
Clarify
Repair intake agent transcribes calls where available.
photo evidence
Deduplicate
Repair intake agent asks for photos and access details.
access note
Create case
Repair intake agent checks duplicate and linked issues.
priority flag
SortX keeps routine progress visible while protecting the decisions that need a person.
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 repair intake 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 messy intake and repeat reports. 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 maintenance reports a clear owner, a live status and a controlled approval path.