Sales
A valuation lead can arrive from a portal, website, phone call, email or branch walk-in. SortX captures the lead, checks the property, asks the right questions and prepares the valuer before the appointment.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Captures leads from every channel.
Deduplicates known owners and properties.
Asks selling timeline and motivation.
Books valuation slots.
Attaches comparable signals.
Starts follow-up if the vendor goes quiet.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Capture lead
Valuation agent captures leads from every channel.
valuation record
Qualify
Valuation agent deduplicates known owners and properties.
owner profile
Book
Valuation agent asks selling timeline and motivation.
appointment
Prepare
Valuation agent books valuation slots.
valuer brief
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 valuation 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 slow response to high-intent sellers. 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 valuation enquiries a clear owner, a live status and a controlled approval path.