Product platform
Sales, lettings, property management, accounts and directors need different access. SortX controls what people and agents can read, draft, approve, send, sign and pay.
Live work queue
SortXDefine role
Permission model sets access by role and branch.
Set powers
Permission model controls agent capabilities separately.
Review access
Permission model protects client account and AML data.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Sets access by role and branch.
Controls agent capabilities separately.
Protects client account and AML data.
Requires approval for sensitive actions.
Records permission changes.
Supports temporary cover without shared logins.
Short status markers for scanning the day without opening every record.
access control
separate from users
on changes
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Define role
Permission model sets access by role and branch.
role policy
Set powers
Permission model controls agent capabilities separately.
agent limits
Review access
Permission model protects client account and AML data.
access log
Audit
Permission model requires approval for sensitive actions.
permission review
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 permission model 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 too much access in a busy branch. 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 team access and agent powers a clear owner, a live status and a controlled approval path.