Lettings
A tenancy is only ready when the AST, prescribed information, deposit, rent schedule, signatures and move-in tasks all line up. SortX checks each step before move-in.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Generates tenancy documents.
Routes terms for approval.
Sends e-signature packs.
Tracks deposit receipt and protection.
Sets rent schedules.
Blocks move-in when required documents are missing.
Short status markers for scanning the day without opening every record.
generated from record
tracked to protection
blocked if incomplete
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Create tenancy
Tenancy setup agent generates tenancy documents.
AST pack
Sign
Tenancy setup agent routes terms for approval.
deposit certificate
Protect deposit
Tenancy setup agent sends e-signature packs.
rent schedule
Prepare move-in
Tenancy setup agent tracks deposit receipt and protection.
move-in checklist
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 tenancy setup 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 deposit or document mistakes. 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 new tenancies a clear owner, a live status and a controlled approval path.