For branch managers
SortX pulls branch work into one queue: valuations to chase, viewings to confirm, offers waiting on evidence, chains going quiet, certificates expiring and repairs about to breach SLA.
Morning
Sorted
The day starts with blocked work, not a noisy inbox.
Team
Balanced
See which negotiator, progressor or coordinator is overloaded.
Clients
Updated
Vendor, landlord, buyer and tenant updates drafted for review.
SortX gives the manager a working list, not a retrospective report. The branch can see which valuations are warm, which listings have missing material information, and which chains need a solicitor chased.
Routine follow-up is drafted or sent under your rules. The team spends its time on judgement calls: fee defence, price advice, hard negotiations and client conversations that need a human voice.
Viewings, offers, proceedability checks and chain updates stay tied to the property record.
Applicants, referencing, tenancy setup, renewals and rent tasks move through visible stages.
Repairs, certificates, invoices and contractor responses sit in SLA order.
The queue shows what is late, risky or waiting on approval.
Branch operating day
Sales desk
Viewings, offers, proceedability checks and chain updates stay tied to the property record.
Lettings desk
Applicants, referencing, tenancy setup, renewals and rent tasks move through visible stages.
Management desk
Repairs, certificates, invoices and contractor responses sit in SLA order.
Manager review
The queue shows what is late, risky or waiting on approval.
Branch managers need enough detail to act, without becoming the person who chases every email.
Portal and website enquiries are qualified, matched and moved to viewings or negotiator review.
Market appraisal notes, comparable packs and fee follow-ups stay visible until won, lost or parked.
Funding, chain position, solicitor and AML evidence sit beside the offer before vendor advice is sent.
Survey delays, missing searches and quiet solicitors are flagged before the Friday update call.
Right to Rent, referencing, deposit, AST and prescribed information move through a clear path.
Emergency keywords, landlord approvals and contractor responses are tracked by priority.
The useful numbers are the ones that tell you where to step in.
SLA and approval queues
vendor and landlord exceptions
owner for every blocked task
Practical questions from branch managers.
Yes, if your rules allow it. Higher-risk messages, offer advice and compliance items can stay with a manager.
Yes. You can view the whole branch or filter by sales, lettings, property management and accounting.
Work remains in the branch queue with owners and status visible, so handover is not trapped in a personal inbox.
Start with the branch work that creates the most chasing and make the exceptions visible.