Product platform
Estate agency tasks only work when they know the property, contact, deadline and next action. SortX keeps tasks tied to the record and lets agents create, chase and close routine work under supervision.
Live work queue
SortXCreate
Task system creates tasks from inbox and workflow events.
Assign
Task system sets owner, SLA and priority.
Chase
Task system links to property and contact records.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Creates tasks from inbox and workflow events.
Sets owner, SLA and priority.
Links to property and contact records.
Tracks hand-offs between teams.
Keeps approval tasks separate.
Shows overdue work before the day slips.
Short status markers for scanning the day without opening every record.
to every record
on each task
or list view
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Create
Task system creates tasks from inbox and workflow events.
linked task
Assign
Task system sets owner, SLA and priority.
owner view
Chase
Task system links to property and contact records.
SLA status
Close
Task system tracks hand-offs between teams.
completion history
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 task system 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 sticky notes and private to-do lists. 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 agency tasks a clear owner, a live status and a controlled approval path.