SortX keeps referencing, Right to Rent, AST, deposit, prescribed information, certificates and landlord updates in one tenancy setup workflow.
Referencing
Applicant complete, guarantor evidence pending.
AST draft
Clauses ready after landlord approval.
Deposit
Protection and prescribed information queued.
SortX tracks every step from accepted offer to move-in, including references, guarantors, Right to Rent, AST signing, deposit tasks and required certificates.
The lettings team sees the blocker and the next action instead of piecing it together from emails, portals and spreadsheets.
Case status, guarantor tasks and manual-review outcomes stay visible.
Checks and expiry reminders are tied to the tenant record.
AST and prescribed information tasks are tracked through approval and signature.
Keys, inventory, monies and certificate readiness sit in the same checklist.
Tenancy setup
Referencing
Case status, guarantor tasks and manual-review outcomes stay visible.
Right to Rent
Checks and expiry reminders are tied to the tenant record.
Signing
AST and prescribed information tasks are tracked through approval and signature.
Teams can see the missing check before the tenant is due to collect keys.
terms carried forward
before AST and move-in
only after readiness gates
Tenant onboarding questions.
Yes. Guarantor referencing and evidence can be shown separately from the tenant case.
Yes. You can require certificates and checks before move-in tasks complete.
Yes, if your approval and communication rules allow it.
Keep referencing, compliance, signing and move-in tasks in one visible workflow.