Good morningOvernightCall list readyScanning leads
07:0002:00am
Good morning! You have 3 follow-ups due today.
PS
Priya S.
Remortgage, rate ends soon
Due
TO
Tom & Ellie O.
First-time buyers, gone quiet
Nudge
MK
Marcus K.
New enquiry, landed overnight
New
Example call list. Client details are illustrative.
While you sleep, Sequence checks every lead: who's due a follow-up, who's gone quiet, and which enquiries have just landed.
Building your morning call list
Never let a lead go coldYour call list at 7amSpeaks mortgage, not salesNothing slipsYour data, yours to keepReady on day oneNever let a lead go coldYour call list at 7amSpeaks mortgage, not salesNothing slipsYour data, yours to keepReady on day one
Just right
The CRM for mortgage advisers ready to leave spreadsheets behind
You've outgrown the spreadsheet, but you don't need a system built for a 500-person sales floor. Sequence sits exactly in between: everything a mortgage adviser needs, and nothing they don't.
✕Nothing reminds you. A follow-up is only done if you do it.
✕Leads slip between the rows, and you never quite know what's overdue.
✕No view of the team, no forecast, no history of who said what.
✕Breaks down the moment you take on more clients.
Built for mortgage advisers
Sequence
Just right: everything you need, nothing you don’t
✓Chases every follow-up for you and hands you a call list each morning.
✓A clear pipeline, live reports and a forecast, with no setup.
✓Stages and case types in your language, not generic sales jargon.
✓Ready to use on day one. Priced for a small, independent firm.
Built for big sales teams
HubSpot & Salesforce
Too much: powerful, but mostly unused
~Powerful, but far more than an adviser needs, with most of it left unused.
~Weeks of configuration before it fits how you actually work.
~Generic sales pipelines you have to bend into a mortgage shape.
~Priced for enterprise budgets, not a two or three-person firm.
The bit you can rely on
Every morning, before your first coffee
This is the heart of Sequence. You never have to wonder who needs a call, because the work of remembering is done for you, automatically, the same way every single day.
Good software earns trust by being quietly dependable. Sequence is designed to be the thing you lean on, not the thing you have to manage.
Nothing slipsEvery lead is accounted forIf a client is due a call, they're on someone's list that morning. No one is quietly forgotten.
Always currentOne live source of truthEvery screen reflects the same up-to-the-minute pipeline. No stale exports, no version confusion.
Made for youSpeaks mortgage, not salesThe stages, case types and language are an adviser's, so there's nothing to translate or configure.
Yours to keepYour data, exportable anytimeYour client information belongs to you. Export the lot to CSV whenever you like.
Priced for independents
Simple, fair pricing for small mortgage firms
No enterprise contracts, no paying for seats and features you'll never touch. Just the tool you actually need, at a price that makes sense for a firm your size.
Sequence is a CRM built for small, independent UK mortgage broker firms. It tracks every lead and client, and gives each adviser a prioritised call list at 7am every morning so no follow-up is missed.
What is the best CRM for a small mortgage broker?
The best CRM for a small mortgage broker is one the team will use every day: simple, built around mortgage stages and focused on follow-up. Sequence was designed for exactly that, without the setup and cost of an enterprise CRM.
How does Sequence help me manage mortgage leads?
Every night Sequence checks each lead for follow-ups due, clients who have gone quiet and new enquiries. Every morning each adviser gets a named list of who to call and why, so leads stop going cold.
How is Sequence different from HubSpot or Salesforce?
HubSpot and Salesforce are built for large sales teams and usually need weeks of configuration. Sequence uses mortgage stages and case types from day one, and is priced for a two or three-person firm.
How much does Sequence cost?
Sequence costs £49.99 per adviser per month, excluding VAT, with every feature included. There are no setup fees and it is a rolling monthly contract you can cancel anytime.
Can I move my clients over from a spreadsheet?
Yes. We help you import your existing clients for free, and each adviser gets their first 7am call list the next morning. You can export all your data to CSV whenever you like.
Get started
Put the spreadsheet down for good
Book a free demo and we'll show you Sequence from an adviser's and a manager's point of view, so you can see your morning sorted before you commit. When you're ready, we'll help bring your clients aboard in minutes.