SortX lets multi-branch agencies compare work, risk and approvals across offices without forcing every branch to lose its local way of speaking to clients.
Branch A
Sales progression risk rising on four chains.
Branch B
Repairs SLA healthy, invoice holds high.
Branch C
Valuation follow-up backlog over policy.
SortX gives each branch its own queue while keeping the work comparable at group level.
Owners and operations directors can see which offices are slow on leads, where chains are at risk and which compliance checks keep blocking launch.
Approval limits, message review and routing can vary by office.
Valuations, listings, offers, lettings and repairs follow visible stages.
Risk and overdue work can be compared without manual branch reports.
Drafts can follow branch wording while still collecting consistent data.
Group operations view
Branch rules
Approval limits, message review and routing can vary by office.
Shared workflows
Valuations, listings, offers, lettings and repairs follow visible stages.
Group exceptions
Risk and overdue work can be compared without manual branch reports.
Local tone
Drafts can follow branch wording while still collecting consistent data.
The point is not surveillance. It is spotting where the operating model is leaking.
Compare enquiry age, qualification completion and viewing conversion by branch.
See appraisal follow-up and lost reasons across offices.
Chain delays, survey issues and fall-through risk roll up to branch dashboards.
Missing AML, certificates and material information are visible by branch.
SLA pressure, contractor delays and invoice holds can be measured consistently.
Arrears, unmatched rent and statement holds show where operations affect cash.
SortX supports shared metrics, branch-level queues and rollout by workflow, so change can happen in stages.
Multi-branch rollout questions.
Yes. Rules can differ by branch, role and workflow.
Yes. Leaders can see group-level exceptions while branch teams work their own queues.
Yes. You can pilot in one branch or workflow and expand once the pattern is working.
Standardise the stages, keep local control and make exceptions comparable.