Sortem for property professionals
File organisation for estate agents, letting agents and property managers
Property files rarely arrive in order. Listing photos, tenancy agreements, inventories and certificates come from different people at different times. Sortem helps you keep everything filed under the right property without the repetitive dragging and renaming.
Available for Windows 10 and Windows 11. macOS coming soon. Paid features require a subscription.
The property admin problem
Each property builds up its own trail of documents: marketing photos and floor plans, offers and sales memoranda, tenancy agreements, inventories, safety certificates and maintenance invoices. When those land in a shared Downloads or email attachments folder, they need filing before anyone can rely on them.
Teams also need a predictable structure so colleagues can find a document without asking. Applying that structure consistently, property after property, is exactly the kind of repetitive work Sortem is designed to take off your hands.
Typical files
- Listing photos and floor plans
- Tenancy agreements and inventories
- Gas, electrical and EPC certificates
- Sales memoranda and offer letters
- Maintenance quotes and invoices
- Landlord and tenant correspondence
How Sortem fits your workflow
Choose a folder, tell Sortem what you want, review the proposed changes and approve them. Supported actions can be reversed with Undo.
File a new instruction
Drop the photos and documents for a new listing into one folder and let Sortem propose the property structure.
Clean up a shared drive
Tidy years of mixed property folders into one consistent layout, previewing every move first.
Handle incoming documents
Set a Smart Folder to file new certificates and invoices as they arrive, in Review Mode if you'd like to approve each one.
Example instructions
- “Organise these files into one folder per property, with Marketing, Tenancy, Certificates and Maintenance subfolders.”
- “Put files with “EPC”, “gas safety” or “EICR” in the name into the Certificates folder.”
- “Rename listing photos to the property name followed by a number.”
- “Leave anything without a clear property in an Unsorted folder.”
Example result
Properties/
22 Mill Lane/
Marketing/
Tenancy/
Certificates/
Maintenance/
Flat 3, 8 Harbour Street/
Unsorted/See Sortem in action
Frequently asked questions
Related guides
- How to organise property survey photos
- How to automatically sort files into folders
- The best folder structure for a small business
Learn more about the Sortem AI file sorter, see pricing or read how we handle your privacy.
