SortX qualifies portal and website enquiries, links duplicate applicants, books suitable viewing slots and chases feedback after the appointment.
Rightmove lead
Buyer matched to existing contact and asked funding question.
Viewing slot
Vendor availability and negotiator diary aligned.
Feedback due
Buyer request sent after viewing window.
SortX reads the enquiry, checks whether the applicant already exists and asks the branch-approved qualifying questions.
When the applicant is suitable, the system moves to booking rather than leaving a negotiator to copy times between messages.
Repeat enquiries are linked to one applicant record.
Budget, buying position, funding and timescale are captured.
Slots are offered from negotiator and vendor availability.
Post-viewing feedback is requested and summarised for review.
Applicant flow
Duplicate match
Repeat enquiries are linked to one applicant record.
Qualification
Budget, buying position, funding and timescale are captured.
Diary booking
Slots are offered from negotiator and vendor availability.
The queue moves from enquiry to qualification to booking to feedback.
per applicant across enquiries
matched to availability
feedback chase supported
Enquiry and viewing questions.
Yes, subject to your approval rules and the channels you connect.
Yes. Sales and lettings can use different questions and scoring rules.
Yes. Summaries can be held for negotiator approval.
Qualify, schedule and follow up without burying negotiators in admin.