Connect your mailbox.
Outlook, Microsoft 365 or Gmail, read-only. Tell it your brief in plain English.
For UK investment and development agents
Every deal in your inbox,
read, matched and chased.
Reads every email and brochure, matches deals to your buyers, records your meetings and chases the replies you are owed.
30 minutes, on Teams or Zoom. We'll set your workspace up on the call.
Read-only on your mailbox. It drafts. You send.Intake · Buyer matches · Follow-ups · Meetings · Pipeline
200 emails a day. Six brochures. Three deals that actually matter.
Which buyer wanted a retail parade in Essex at 7%?
What did you actually agree with Tom on Tuesday?
How it works
Three steps.
Then it runs all day.
One call to set up. Then every email is read, filed and scored before you get to it.
It reads every email and brochure.
Price, rent, yield, size and tenure lifted straight off the particulars. One card per building.
You review, match, reply and record.
Deals scored and matched to your buyers, replies drafted, meetings recorded and filed.
The workspace
The three screens
you'll live in.
What came in, whose turn it is, and where every live deal stands.
Every deal, scored against your brief.
Guide price, yield, income, size, tenure and the brochure photos on one screen, with a fit score and the reason. Keep it or discard it.
View full screenshot ↗Meeting recorder
Record the meeting.
Keep the actions.
Tap record in the viewing or the investment review. Sortroom writes the summary, pulls out the actions everyone agreed and files them to the contact and the property.
- Record live, upload audio, or type notes
- Summary, key points, agreed next steps
- Filed to the contact and the property
- Follow-ups appear on Today
Site visits, buyer briefings, investment reviews, agent calls.
Meeting notes · sample excerpt
12–18 High Street
Overview
Discussed the tenancy schedule and rent review dates with Tom Merchant of Merchant & Co.
Key points
- Guide price of £1,200,000 at an illustrative 7.0% yield.
- Check the lease schedule and supporting documents before a decision.
- No binding offer was agreed.
Agreed next steps
Request the full tenancy schedule
Review the lease expiry profile
Linked to the contact and property. Available to Ask.
Buyer matches
Never lose track of
who wanted what.
A buyer emails “freehold retail parades in Essex, £1m to £3m, 7% plus.” Sortroom keeps that on their record and checks every new deal against it.
- Requirements captured from the email
- New stock matched as it lands
- A fit score with the reason
- Introduction drafted for you to send
Location, lot size, yield, asset type — whatever they actually said.
Buyer match · sample workspace
3–9 Station Road, Loughton
Matched buyer
Eleanor Hart88 fit
Hart Family Office · Retail & mixed-use · Essex & Hertfordshire
£1.5m–£3m · 6.5%+ target yield
Drafted introduction
“Eleanor — a freehold parade in Loughton has just come to us at £2.05m, 7.4% NIY. It sits inside the range you gave me and beats your target yield. Shall I send the particulars over?”
Nothing leaves your mailbox until you send it.
Follow-ups
Who owes who a reply,
and for how long.
Every conversation sits in one of three lists: Needs you, Waiting on them, Done. Sortroom reads the thread, spots the deadline and counts the days.
- Urgent and overdue flags with day counts
- Deadlines read from the email
- Replies and chasers drafted in your voice
- Cleared when you reply, from any device
"Waiting on agents: 2 · longest 5d" is a number you can act on.
Needs you now · sample workspace
And when you need to find something
Ask the workspace.
Do the maths.
Ask, in plain English.
Ask in plain English and get answers from your own deals, emails, contacts and meeting notes. Nothing from outside. Conversations are saved.
“What did we agree with Tom in the investment review?”“Which deals under £1m beat 7% this month?”“Draft a chaser to Sophie on Colchester.”
Drafts are yours to edit before anything is sent.
Quick maths on the deal.
Set a target yield, LTV, debt rate and purchase costs including SDLT. See the price that hits your number and the cash-on-cash return.
18 High Street, Epping
£650k guide · £42k income pa · 6.4% NIY · 3,200 sq ft
Price at a 7.0% target£600k
65% LTV · 6.0% debt · SDLT and costs included
Change an input and the answer moves with it.
What it does all day
The admin you would
otherwise do at 9pm.
Reading particulars, keying in yields, remembering requirements, chasing replies. Sortroom takes that part.
Reads the email. Extracts the deal.
Price, rent, yield, size and tenure from the email and the brochure. One card per building, however many agents send it.
Remembers what every applicant asked for.
Requirements kept in the buyer’s own words, matched against new stock the day it lands, introduction drafted.
Knows whose turn it is.
Needs you, waiting on them, done. Deadlines read from the email and a day count on everything outstanding.
Gives you the price that works.
Target yield, LTV, debt rate and SDLT worked through to the price you can pay and the cash-on-cash.
Records the room. Files the actions.
Record, upload or type. Summary, key points and agreed actions, filed to the contact and the property.
Writes it. You send it.
Replies, chasers and introductions written in your voice. You edit and send from your own mail client.
Read-only on your mailbox. Never sends without you.
At your desk. Between viewings.
The same workspace,
in your pocket.
Clear urgent conversations between meetings, review what came in, and record a site visit on the way back to the car.
Sortroom for iPhoneComing soon on iOS
Preview of the native app. Not yet publicly available.
Built around the way agents actually work
The next 200 emails
are on their way.
Let something read them.
30 minutes on Teams or Zoom. We connect your mailbox and set your brief up with you.