SortX supports national operating standards with branch-level queues, approval trails and workflow evidence across sales, lettings, compliance, repairs and finance.
Compliance standard
Material information gate applied to new sales listings.
Repair spend rule
Invoices over threshold held for evidence review.
Lead SLA
Portal response exceptions by brand and region.
National agencies need auditability, approvals and standardisation, but branch teams still need a practical daily queue.
SortX connects those needs: national rules can define gates and thresholds while local teams work sales, lettings and management tasks by exception.
Compliance, spend and external-message rules can hold work for approval.
Teams still see their own queue, owners and next actions.
Documents, decisions, approvals and messages stay on the relevant file.
New workflows can be deployed by branch group or workstream.
Corporate control layer
Policy gates
Compliance, spend and external-message rules can hold work for approval.
Branch execution
Teams still see their own queue, owners and next actions.
Audit trail
Documents, decisions, approvals and messages stay on the relevant file.
Rollout control
New workflows can be deployed by branch group or workstream.
SortX gives national teams a consistent evidence model and approval framework while keeping branch queues usable.
National corporate questions.
Yes. Rollout and rules can be segmented by branch group, region or workflow.
Yes. Evidence, approvers and timestamps stay attached to the file.
Yes. National controls sit above branch-level queues and routing.
Set the standards, keep the evidence and let branches work from practical queues.