SortX tracks certificates, expiry dates, evidence and approvals against properties, tenancies and listings so missing compliance is visible before launch or move-in.
Gas safety
Expires before proposed move-in date.
EICR
Certificate uploaded, review needed.
Material info
Service charge answer missing from vendor.
SortX keeps EPC, gas safety, EICR, Right to Rent and material information status visible beside the relevant property or tenancy.
The team can see what must be booked, uploaded, reviewed or approved before a listing, tenancy or renewal progresses.
Dates are monitored against listing, tenancy and renewal milestones.
Certificates and decisions stay attached to the file.
Files can be held until required compliance is reviewed.
Vendor, landlord or tenant questions are drafted from missing fields.
Certificate queue
Expiry tracking
Dates are monitored against listing, tenancy and renewal milestones.
Evidence upload
Certificates and decisions stay attached to the file.
Approval gate
Files can be held until required compliance is reviewed.
The branch sees the missing item and the owner before a deadline is missed.
expiry tracked
evidence attached
progress held if needed
Compliance certificate questions.
Yes. Required certificate checks can gate tenancy milestones.
Yes. Missing certificate or approval requests can be drafted for landlord review.
Yes. Uploaded documents, decisions and approvals stay tied to the record.
Track the evidence and gate the next step before the branch is under pressure.