Sales
Viewings create the busiest admin loop in sales. SortX handles booking, confirmations, reminders, access notes, feedback and vendor updates from one workflow.
Live work queue
SortXBook
Viewings agent books viewings against staff availability.
Confirm
Viewings agent sends buyer and vendor confirmations.
Collect feedback
Viewings agent shows access and key notes.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Books viewings against staff availability.
Sends buyer and vendor confirmations.
Shows access and key notes.
Sends reminders.
Collects feedback quickly.
Turns positive feedback into next actions.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Book
Viewings agent books viewings against staff availability.
diary booking
Confirm
Viewings agent sends buyer and vendor confirmations.
confirmation trail
Collect feedback
Viewings agent shows access and key notes.
feedback note
Update vendor
Viewings agent sends reminders.
next action
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 viewings 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 lost feedback and diary friction. 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 viewings a clear owner, a live status and a controlled approval path.