For sales negotiators
SortX handles the repeat work around enquiries, applicant qualification, viewings, feedback and offer evidence so negotiators can focus on buyers, vendors and the deal.
Enquiries
Qualified
Budget, position, funding and timeline collected before review.
Viewings
Booked
Slots matched to diary and vendor availability.
Offers
Evidenced
Proceedability details gathered before advice goes to the vendor.
SortX reads portal and website leads, matches repeat applicants, asks your qualifying questions and prepares the next action. Hot buyers are visible first.
When a viewing makes sense, the system offers diary slots, confirms the buyer and vendor, then asks for feedback after the appointment.
Existing buyers are linked to the new enquiry instead of creating duplicate records.
Availability is pulled from the negotiator diary and the property record.
Buyer feedback is requested after the viewing and summarised for the vendor.
Funding, chain position, solicitor and timescale are gathered before negotiation advice.
Negotiator queue
Applicant match
Existing buyers are linked to the new enquiry instead of creating duplicate records.
Viewing slots
Availability is pulled from the negotiator diary and the property record.
Feedback chase
Buyer feedback is requested after the viewing and summarised for the vendor.
The system does the repetitive steps around the negotiation, while the negotiator keeps the relationship.
Budget, funding, property to sell, mortgage status and timescale are captured in plain English.
Applicants are suggested against new instructions, price changes and withdrawn offers.
Weekly activity, Rightmove performance and feedback themes are drafted for approval.
Competing offers are presented with evidence, caveats and outstanding questions.
Low enquiry volume, weak feedback and comparable movement are brought together before a difficult call.
Once accepted, the buyer, vendor, solicitor and chain details move cleanly to sales progression.
Questions negotiators tend to ask first.
Yes. Branches can keep their own tone and questions while still collecting consistent data.
Messages can wait for your review, and you can edit them before sending. Automation levels are configurable.
SortX checks existing contacts and recent enquiries before creating a new record.
Give negotiators cleaner leads, better offer packs and fewer manual chasers.