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Operational software for UK lettings teams

The operational assistant for modern lettings teams

Ortix handles enquiries, qualification, follow-ups, and viewing coordination so your team stays responsive, on schedule, and fully visible in one operational layer.

Operational visibility

Live workload view

See enquiry volume, follow-ups, and viewings in one glance.

Workflow coordination

Fewer scheduling clashes

Aligned calendars and automated confirmations keep teams consistent.

Enquiry handling

Faster first response

Auto-qualify and route new leads instantly.

Ortix Ops

Operational Command

Qualification

78 leads ready

Viewings

12 scheduled

Calendar checks and confirmations handled.

Team outlook

Today

Follow-ups · 16 due

Auto reminders and next steps queued.

On track

Schedule conflicts · 2 flagged

Resolved with coordinated time slots.

Review

Workflow metrics

Lead-to-viewing

Track conversion and drop-off by stage.

Operational friction

Fragmented workflows are quietly draining agency performance.

Enquiries arrive from everywhere, follow-ups live in scattered inboxes, and scheduling lives in spreadsheets. The result is operational drag, slow responses, and lost momentum across every viewing cycle.

Workflow tension

Every delay compounds into missed viewings, duplicated work, and a degraded client experience.

Response window +2hrs slip

Issue 01

Missed enquiries

Leads land across portals and inboxes faster than teams can respond — leaving enquiries unworked.

Issue 02

Slow response times

Manual routing creates lag between enquiry and first reply, reducing conversion rates.

Issue 03

Overloaded inboxes

Ops teams juggle enquiries, updates, and follow-ups in the same threads with little visibility.

Issue 04

Manual follow-ups

Chasing documents and confirmations becomes repetitive admin work that slows the team.

Issue 05

Scheduling chaos

Viewings are coordinated manually across calendars, creating conflicts and delays.

Issue 06

Lost leads

Without a consistent operational layer, qualified prospects slip through the cracks.

Insight: Fragmented handoffs turn every enquiry into a manual relay. The operational gap grows with every new listing and new portal.
System under strain

CORE CAPABILITIES

Ortix runs the operational flow, end to end.

Purpose-built capabilities that capture inbound demand, qualify intent, route work, and execute each step with controlled handoffs.

Capability map

Inbound
Qualification
Routing
Coordination
Execution
Governance

Inbound capture, instantly triaged

Every enquiry is acknowledged fast and routed to the right pathway with policy-ready responses.

01

Qualification with clear intent

Collects budget, move-in timing, and availability so teams act on the most viable leads.

02

Smart routing and handoffs

Work is assigned by branch, workload, and rules so nothing stalls between teams.

03

Controlled execution paths

Confirmed viewings, reminders, and updates run on schedule with approvals where needed.

04

Follow-ups that run themselves

Sequences, confirmations, and next steps are scheduled automatically with clear escalation points.

Next-day reminder queued · 14 viewings confirmed

Governance built into every step

Approval rules, audit-ready notes, and exception handling keep teams in control without slowing delivery.

Manual override

Enabled

Escalations

2 rules

Capability flow

Inbound captured Qualified intent Routed to team Executed with control

Ortix Assist

The AI widget that captures every website enquiry and qualifies it instantly.

Embed Ortix Assist on your listings and contact pages to respond in seconds, gather the details your team needs, and deliver a clean, structured handoff into your inboxes.

First-response ready

Answers enquiry questions immediately so no lead waits for a reply.

Qualification capture

Collects budget, move-in timeline, household needs, and preferred contact path.

Ortix Assist

Website enquiry · Moments ago

Online
Hi, I’m interested in the 2-bed on Camden Road. Is it still available?
Yes, it is. What move-in date are you aiming for, and what budget range suits you?
Looking to move mid June. Budget is £2,100–£2,300.

Thanks - I’ve found available viewing slots for this property. Would you prefer Wednesday evening or Thursday afternoon?”

Captures structured lead context from every website enquiry and routes it straight to your team inbox.

Lead context captured

Captures budgets, timelines, and household notes so negotiators open the enquiry fully briefed.

Instant handoff

Sends a structured summary into shared inboxes or CRM entry points without manual retyping.

Brand-safe responses

Keeps the tone professional and consistent across every listing and enquiry touchpoint.

Operations Visibility

Live control for every lettings workflow.

See live workload, approvals, and team capacity in one place. Managers can steer priorities, resolve bottlenecks, and keep handoffs clean without chasing messages or manual trackers.

Workload visibility Approval checkpoints Team control

Operations Overview

Live workload, approvals, and handoffs

All queues clear

Workload pipeline

Last 24h
Active tasks Approved: 74%

Diary control

Elm Street Loft 2:30 PM
Grove House 4:00 PM
Lumen Apartments Tomorrow

Approvals

48 queued

Escalations routed to managers instantly

Capacity

12 slots

Balanced across teams and schedules

Response control

42s

Live SLA monitoring with override tools

How it works

From qualified interest to confirmed viewing.

Ortix keeps availability, scheduling, and attendance aligned in one coordinated flow.

01 Validate

Qualified demand confirmed

Viewing intent, timing, and constraints are confirmed so only ready tenants move forward.

02 Align

Availability coordinated

Live slots, agent calendars, and property access are aligned to prevent clashes and gaps.

03 Secure

Viewing booked with certainty

Confirmations and reminders lock attendance, keeping the diary clean and reliable.

Availability stays consistent across the team Every viewing tracked in Ortix

OPERATIONAL IMPACT

Measured efficiency without losing control.

Ortix reduces the operational drag of enquiries, follow-ups, and viewing coordination while keeping agents fully in control. These impact ranges reflect realistic outcomes seen across modern UK lettings workflows — grounded, measurable, and commercially sensible.

Estimated operational impact

Time reclaimed per week 10–25+ hours
Repetitive admin reduced 20–40+ hours / month
Manual follow-ups avoided 30–60+ / week

Indicative ranges based on enquiry volume and team structure.

ENQUIRIES

Faster first response

Instant AI replies keep prospects warm and reduce inbox pressure, without removing human oversight.

2–5x response speed uplift

SCHEDULING

Viewings coordinated without back-and-forth

Ortix aligns calendars, verifies availability, and confirms attendance so teams spend less time chasing replies.

30–50% less coordination time

FOLLOW-UPS

Consistent follow-through

Automated nudges keep pipelines moving while agents retain full approval over key interactions.

40–70% manual follow-ups reduced

Impact is influenced by enquiry volume, team structure, and existing workflow complexity.

Ortix supports operational efficiency while keeping decision-making and client relationships fully owned by your team.

WHO ORTIX IS FOR

A precise operational fit for modern lettings teams.

Built for the people who manage enquiries, viewings, and handoffs every day. Choose the fit that matches your structure and oversight needs.

Operational fit

From single-branch teams to multi-branch operators, Ortix aligns to your workflows without forcing a new operating model.

FOCUS

Lean teams

More coverage without extra headcount.

CONTROL

Oversight

Clear handoffs and approvals.

INDEPENDENT AGENCIES

Small teams with big volume.

Best for single-branch operators who need consistent coverage without adding full-time admin.

  • Runs alongside existing inbox routines.
  • Lightweight oversight for daily handoffs.

MULTI-BRANCH OPERATORS

Teams that need consistency.

Designed for operators who manage multiple branches and want one standard way of working.

  • Shared process rules across locations.
  • Central oversight without micromanaging.

LETTINGS MANAGERS

Leads and viewings in motion.

For managers who need a clean view of daily activity without extra reporting burden.

  • Clear ownership by stage and status.
  • Fewer manual checks to stay aligned.

OPERATIONS TEAMS

Structured control at scale.

Suited to ops teams who coordinate workflows, approvals, and service standards.

  • Guardrails for routing and approvals.
  • Alignment across teams and shifts.

Not sure which fit applies?

We map Ortix to your team structure and oversight needs.

Trust & assurance

Controlled rollout with audit-ready oversight.

Ortix is introduced through measured deployment stages that prioritise accountability. Every action is logged, every decision is reviewable, and teams retain clear approval pathways before automation scales.

Human approval layers Full auditability Controlled rollout stages

Rollout governance

controlled

Deployment stages

Measured releases with clear checkpoints

Escalation paths

Defined handoffs when human review is needed

Trust signals

verified
Audit trail Every action logged
Human oversight Approval and override controls
Quality assurance Validation before scaling

Deployment confidence

Reliability is validated with operational teams, ensuring escalation, compliance, and outcome quality remain visible and owned.

Audit ready Oversight retained Rollout governed

Implementation

Integrated inside your agency operations, from discovery to handoff.

We implement Ortix alongside your team with structured discovery, workflow mapping, and controlled validation. Every enquiry, viewing, and follow-up is aligned to your live inboxes, calendars, and operational rules before the system is handed over.

Discovery

Operational intake covering inbox volume, team roles, viewing cadence, and handoff points.

Workflow mapping

Your enquiry and viewing flows are mapped into clear routing, qualification, and follow-up stages.

Implementation sequence

Structured rollout
  • Discovery sessions to capture live processes, inboxes, and calendar rules.
  • Integration setup across email, website forms, and shared calendars.
  • Validation of responses, qualification logic, and escalation paths.

Operational integration

Team-ready

Setup

Configured routing, viewing coordination, and follow-up cadence.

Collaboration

Weekly reviews to align outcomes with your operations lead.

Visibility

Dashboards track queues, approvals, and team handoffs.

Handoff

Training, playbooks, and governance for daily ownership.

Implementation status

Discovery complete Integrations configured Validation in progress

We only move to handoff when your team is confident in the workflows, responses, and approval paths running inside Ortix.

Pilot access

Commercial pilot access for modern lettings teams

A structured pilot designed to activate Ortix across real enquiry and viewing workflows. Clear scope, dedicated onboarding, and a fast path to measurable operational lift.

What’s included

  • Ortix platform access for pilot team
  • Enquiry, inbox, and calendar integration
  • Configuration, handover, and playbooks

Ideal for

  • Lettings teams with steady enquiry flow
  • Agencies coordinating viewings weekly
  • Ops leads ready to streamline handoffs
Pilot scope Limited seats

Commercial rollout shaped to your workflows

We define your enquiry sources, viewing policies, and team handoffs, then configure Ortix to run those workflows across inbox and calendar coordination.

Week 1

Discovery, workflow mapping, and configuration.

Week 2

Integration, launch, and optimisation touchpoints.

Commercial package

  • Dedicated pilot access to the Ortix operations platform.
  • Enquiry qualification, viewing coordination, and follow-up automation.
  • Team handoff workflows, dashboards, and visibility.
  • Ongoing optimisation sessions during the pilot window.

How to start

Commercial pilot

Share your enquiry volume, team structure, and target workflows. We confirm scope, timeline, and onboarding plan in a short pilot call.

Enquiry volume Calendar coverage Team handoffs

Why Ortix exists

A single operational layer for modern lettings teams.

We built Ortix to turn enquiry handling into a dependable system, not a chain of ad‑hoc tasks. The belief is simple: every response, follow‑up, and booking should be coordinated by a consistent operational layer that teams can trust and managers can see.

Consistency over chaos Operational clarity by default Human control, automated flow

Founding belief

Operations should be a system, not a scramble.

Every enquiry should enter the same flow with clear ownership and next actions.

Operating intent

Standardise the flow without removing control.

Automation handles coordination, while teams keep the decision‑making and oversight.

Long‑term view

Visibility is the foundation for scale.

Leaders get a live view of workload, risk, and performance across teams.