For agency owners
SortX gives owners a live view of stalled sales, late certificates, overdue rent, weak listings and branch workload. The routine chasing runs in the background. The decisions stay with your people.
Branches
All live
Sales, lettings and management queues by office.
Risk
Raised early
AML, EPC, arrears and chain delays surfaced before review meetings.
Approval
Owner set
Rules decide what can leave and what needs sign-off.
The useful part is not more dashboards. It is fewer quiet failures across the agency.
Compare valuation follow-up, lead response, fall-through risk and repair backlog by branch without waiting for Friday reports.
Price reductions, offer packs and instruction follow-ups sit in review queues, so negotiators do not leave money on the table by default.
CDD, AML, Right to Rent, material information and certificates are tied to records with evidence, dates and named approvers.
Emergency triage, contractor allocation and invoice checks are visible without turning the owner into the maintenance desk.
Unmatched rent, arrears, deposit tasks and landlord statement issues move to the right person before clients chase.
External messages, money movement and compliance decisions can wait for approval, with every action attached to the file.
SortX is built around supervised work queues, not seat-by-seat admin. Owners can see where the business is blocked and who is carrying the load.
for sales, lettings and property management work
intake for leads, repairs, emails and documents
The owner view should be boring on a good day: healthy work stays quiet, blocked work gets named, and approvals are clear.
SortX operating model
Common owner-level questions before rolling SortX into live operations.
Yes. You can allow one branch to auto-send low-risk chasers while another keeps every outbound message in review.
SortX is designed as an operating layer around the work. It can sit alongside existing tools and keep the property, contact, task and document record linked.
Yes. Owners get the portfolio view, while branch managers see the work, risk and capacity for their office.
Connect the queues, set the approval rules and watch what stops reaching your inbox.