SortX prepares the valuation file, prompts the right vendor questions, drafts follow-up and keeps warm appraisals visible until the branch records the outcome.
Appraisal tomorrow
Comparable pack and vendor notes ready for review.
Follow-up due
Fee proposal drafted for the valuer to edit.
Instruction won
AML and material information tasks opened.
SortX gathers the lead source, property notes, comparable evidence and open questions before the valuer arrives.
After the visit, the system drafts a follow-up that references the agreed range, likely fee and next step. Warm vendors stay in view instead of disappearing into a personal inbox.
Recent sales, live competition and price changes are held in the appraisal file.
Earlier calls, motivation and timescale stay visible for the valuer.
The branch can see what needs chasing and who owns it.
Won instructions move into onboarding with checks already started.
Valuation queue
Comparable prep
Recent sales, live competition and price changes are held in the appraisal file.
Vendor context
Earlier calls, motivation and timescale stay visible for the valuer.
Follow-up queue
The branch can see what needs chasing and who owns it.
The branch can see the lead, visit, follow-up and instruction state without a separate tracker.
visit prep in one file
follow-up in the queue
handover to listing checks
Valuation workflow questions.
Yes. Drafts are editable, and branches can set wording preferences for appraisal follow-up.
Yes. Lost reasons can be recorded and compared by branch, fee level or competitor pattern.
Won instructions can open listing, compliance and material information tasks immediately.
Prepare the visit, chase the decision and move won instructions into launch without a second spreadsheet.