For valuers
SortX prepares the valuation file, comparable context, vendor questions and follow-up tasks so valuers can spend the appointment winning trust and defending the fee.
Before visit
Packed
Comparable notes, owner history and lead source in one file.
After visit
Chased
Fee proposal and next steps drafted while the visit is fresh.
Instruction
Ready
Material information and AML tasks start as soon as won.
SortX collects lead source, property notes, prior conversations, comparable evidence and open questions before the valuer arrives.
After the appointment, the system drafts the follow-up, queues the fee proposal and asks the vendor for missing details that would otherwise delay launch.
If the vendor goes quiet, the follow-up stays in the valuer queue until the branch marks it won, lost or parked.
The aim is simple: fewer forgotten callbacks, better fee defence and a cleaner handover to listing.
A good valuation workflow protects the relationship after the appointment, when the vendor is still deciding.
SortX valuation workflow
Valuers need evidence and pace, not another admin screen.
Recent sales, live competition, price changes and portal performance are gathered into the appraisal file.
Tenure, works, parking, restrictions, service charges and other material information gaps are captured early.
Follow-up emails can include agreed fee, recommended price range and next action for instruction.
Warm valuations stay visible until they convert or the branch records why they were lost.
Photos, notes, compliance tasks and launch readiness move straight into the listings workflow.
Branch managers see booked appraisals, follow-up age and conversion issues by valuer.
Valuer questions before using SortX.
Yes. Most agencies keep valuation follow-ups in review because tone and fee defence matter.
Yes. SortX can ask plain-English vendor questions and attach the answers to the property record.
Yes. Lost reasons can be tracked so owners can see fee pressure, over-valuing competitors and slow follow-up patterns.
Prepare better, follow up faster and launch the listing with fewer missing details.