Solution Referencing

Know which reference is stuck and why.

SortX keeps referencing status, applicant tasks, guarantor evidence, provider outcomes and manual-review decisions visible to the lettings team.

  • Provider status visible in the tenancy flow
  • Guarantor and manual-review tasks separated
  • Landlord and applicant updates drafted from real status

Applicant reference

Employment evidence requested from applicant.

Waiting

Guarantor case

Guarantor email opened, ID still missing.

Chase

Manual review

Outcome needs manager and landlord decision.

Review

Referencing has more states than pass or fail.

Many cases stall because one piece of evidence is missing, the guarantor has not started or the outcome needs a human decision.

SortX keeps those states clear and routes each item to the right person before the move-in date is under pressure.

Case status

Applicant, guarantor and provider status are tracked separately.

Evidence chase

Missing payslips, ID or employer details can be requested.

Manual review

Borderline or conditional outcomes are sent to the right approver.

Tenancy handover

Passed references move straight into AST and deposit tasks.

Referencing case

Case status

Applicant, guarantor and provider status are tracked separately.

Evidence chase

Missing payslips, ID or employer details can be requested.

Manual review

Borderline or conditional outcomes are sent to the right approver.

What referencing teams can track

Provider outcomes
Statuses from referencing providers can be reflected in the tenancy queue.
Guarantors
Guarantor checks are not hidden inside the applicant task.
Decision notes
Manual approvals and landlord decisions remain attached to the file.
Move-in risk
Late or conditional references are visible before the planned move-in.

Referencing without the mystery status.

The branch can see whether the applicant, guarantor, provider or approver is blocking progress.

Case

status per applicant

Manual

review route supported

Move-in

risk surfaced early

Frequently asked questions

Referencing workflow questions.

Make referencing blockers obvious.

Separate applicant, guarantor, provider and approval tasks so tenancy setup keeps moving.