Sales
Sales fall over when the chain is unclear and chases live in someone's inbox. SortX maps every chain link, tracks solicitors, searches, surveys and mortgage milestones, and drafts updates for each party.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Builds a chain graph.
Tracks solicitor and broker details.
Chases milestones on schedule.
Flags stalled links.
Drafts tailored updates.
Keeps fall-through risk visible.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Map chain
Sales progression agent builds a chain graph.
chain graph
Track milestones
Sales progression agent tracks solicitor and broker details.
milestone status
Chase
Sales progression agent chases milestones on schedule.
weekly update
Report
Sales progression agent flags stalled links.
risk 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 sales progression 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 late surprises in the chain. 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 sales chains a clear owner, a live status and a controlled approval path.