Sales
An accepted valuation is not ready to market until identity, terms, ownership, keys, certificates and material information are in order. SortX turns the instruction into a controlled onboarding checklist.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Collects vendor details and ownership evidence.
Sends terms for signature.
Starts AML and CDD checks.
Requests keys and access notes.
Tracks missing certificates.
Blocks marketing until readiness gates pass.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Instruction
Vendor onboarding workflow collects vendor details and ownership evidence.
vendor file
Evidence
Vendor onboarding workflow sends terms for signature.
signed terms
Checks
Vendor onboarding workflow starts AML and CDD checks.
readiness status
Ready
Vendor onboarding workflow requests keys and access notes.
marketing hand-off
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 vendor onboarding workflow 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 marketing before the file is ready. 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 sales instructions a clear owner, a live status and a controlled approval path.