TM
Tom MerchantMerchant & Co · just now
O
New instruction — Station Road, Loughton
For investment and development agents
Deals, buyers and back‑to‑back meetings.
Sortroom makes sure none of it gets dropped.
Every email and brochure read and scored against your requirements. Every deal matched to the buyer who asked for it. Every meeting recorded and written up.
A 30-minute call on Teams to see it working and talk through pricing. If it suits you, we can set it up on the same call. Or leave your details and we'll get in touch.
Deal extractedOne read · email + brochure
Guide price£2.05m
NIY7.4%
Fit89
Ranked in Review→
Web and iPhone. It drafts. You approve. Nothing is sent without you pressing Send. How we protect your data →Intake · Buyer matches · Meeting notes · Follow-ups · 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.
Connect your mailbox.
Outlook, Microsoft 365 or Gmail. Tell it your requirements in plain English.
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 requirements.
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, on your phone or your laptop. Sortroom writes up the summary, the decisions and the next steps, and files them against the people in the room and any property discussed.
- Record live, upload audio or type your notes
- Summary, discussion, decisions and next steps
- Each next step goes to Today with one tap
- A requirement someone mentions becomes a live match
Site visits, buyer briefings, investment reviews, agent calls.
Meetings · the write-up, minutes after the site visit
Your requirements
Tell it what you're after.
In your own words.
Write each requirement the way you'd brief a junior. Sortroom turns it into structured criteria, scores every property that lands against all of them, and marks the card with the one it matched.
- As many requirements as you have clients and funds
- Plain English in, structured criteria out
- Every card shows which requirement it matched, and how well
- Pause one, delete one, add one, re-score the lot
"North London warehouses, F2 use class, 5,000 to 20,000 sq ft, up to £4m." That is a complete requirement.
Settings · what you're looking for
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, the morning it lands.
- Requirements captured from an email, a spreadsheet or a meeting
- New stock matched as it arrives
- A fit score with the reason, in a line
- Introduction drafted for you to send
Location, lot size, yield, asset type: whatever they actually said.
Buyer matches · 3–9 Station Road, Loughton
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.
Waiting on · deals waiting on agents
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 any property discussed.
Writes it. You send it.
Replies, chasers and introductions written in your voice. You edit and send, with To, Cc and Bcc in front of you.
It drafts. You approve. Nothing is sent without you pressing Send.
Running in the background
It doesn't clock off.
Sortroom works the inbox while you're at viewings, in meetings and asleep. You arrive to a ranked list, the buyers already matched and the replies drafted.
Minutes
Every email and brochure read within minutes of landing, whatever the hour.
200 → 3
Two hundred emails in. The three worth your morning, ranked and reasoned.
~3 hrs
Roughly what reading 200 emails and keying in the numbers takes. Done before you sit down.
Web + iPhone
The same workspace at the desk and between viewings. Record on the phone, read the write-up at the desk.
At your desk. Between viewings.
The same workspace,
in your pocket.
Clear urgent conversations between meetings, review what came in, and record the site visit on the way back to the car. Same workspace, same data: the write-up is on your desk when you get back.
Sortroom for iPhoneDownload on the App StoreFree to download. Sign in with your Sortroom account.
One more person on the desk, for less than a day of one
The next 200 emails are on their way.
So is Thursday's viewing.
Someone should be taking notes.
30 minutes on Teams. See it working, ask about pricing, and if you decide to go ahead we'll set it up with you there and then.
Get in touch
Rather we called you?
Leave your name, email and company and Matt will be in touch, usually the same working day. Or pick a time for a call now.