SortX gives a single branch one operating queue for leads, valuations, listings, lettings, repairs, compliance and accounts exceptions.
New valuation
Pack prepared and follow-up path opened.
Lead response
Applicant qualified and viewing slot suggested.
Repair update
Landlord approval requested for quote.
In a single branch, one late repair, one quiet solicitor or one busy negotiator can throw the whole day off.
SortX gives the branch a shared queue so routine chasing does not sit in one person's head or inbox.
You can begin with one workflow, such as enquiries or repairs, then add more once the team trusts the approvals.
The system is designed to help the branch keep its local voice while making the work easier to see.
Small agencies do not need more process theatre. They need the important work to stop hiding.
SortX for single-branch teams
The best first use cases are the jobs that interrupt fee earning work.
Portal and website enquiries can be qualified and routed before a negotiator opens them.
Warm appraisals stay visible until won, lost or parked.
Copy, photos, EPC and material information move through one checklist.
Tenant repairs, landlord approval and contractor updates sit in one case file.
Referencing, Right to Rent, AST and deposit tasks are tracked through move-in.
Arrears and unmatched payments are visible before statement day.
SortX helps a small team keep work shared, visible and reviewable even when one person is out on valuations or viewings.
Single-branch setup questions.
No. You can keep all external messages in review and only automate internal routing at first.
Yes. Enquiries, repairs or compliance are common first workflows for smaller agencies.
No. Draft wording can follow your branch tone and still wait for human approval.
Give one branch a shared queue and add automation only where it earns trust.