For sales progressors
SortX builds the chain graph, tracks every party, drafts chasers and highlights the sale that is starting to wobble before everyone else notices.
Chain
Mapped
Every buyer, seller, solicitor, lender and surveyor in one view.
Chasers
Drafted
Specific prompts based on the missing step, not generic nudges.
Risk
Flagged
Quiet links, delayed searches and survey issues raised early.
SortX records the chain, expected dates, solicitor details, lender position, survey status and searches. The system spots stale updates and prepares the next chase.
Vendors, buyers and branch managers get clear updates without the progressor retyping the same story across five channels.
The message references the file stage and the exact missing item.
Mortgage offer, valuation and conditions are tracked against expected dates.
Renegotiation and report concerns are separated from routine progress.
Exchange, completion, keys and final statements sit in the same handover path.
Chain watchlist
Solicitor chase
The message references the file stage and the exact missing item.
Lender status
Mortgage offer, valuation and conditions are tracked against expected dates.
Survey issues
Renegotiation and report concerns are separated from routine progress.
Completion planning
Exchange, completion, keys and final statements sit in the same handover path.
Sales progression needs one version of the truth, because everyone in the chain has a different memory of the last call.
Each link is visible with parties, status, dependencies and next action.
Vendor and buyer updates are drafted from real activity on the file.
Long gaps, weak buyer evidence and repeated solicitor silence are surfaced.
Searches, mortgage offers, survey notes and ID evidence are tied to the sale.
Managers can see stuck sales without asking the progressor for a manual list.
Holiday cover sees the chain state, last contact and next action immediately.
SortX helps progressors prioritise by risk and stage, not by whoever emailed last.
links tracked per sale
updates drafted from activity
raised before exchange slips
Questions from progression teams.
Yes. The chain view supports multiple linked sales and keeps each party, stage and dependency separate.
It can, but most agencies keep vendor and buyer updates in review until they trust the rules.
Yes. Managers can see blocked files and overdue actions without editing the progressor queue.
Give progressors a live file view and stop relying on memory, inbox flags and Friday panic.