.png)
THE CRM FOR MORTGAGE ADVISERS
Never let a lead go cold again.
Sequence keeps track of every client, chases every follow-up, and tells each adviser exactly who to call each morning. The spreadsheet can't do that, and you shouldn't have to remember it all yourself.
.png)
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.
The spreadsheet
What most advisers use today
.png)
Sequence
Built for mortgage advisers
.png){kind=icon}
HubSpot & Salesforce
Built for big sales teams
.png){kind=icon}
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.
“You have 2 follow-ups due today.” Waiting for each adviser the moment they sit down.
.png)
7:00am
RUNS AUTOMATICALLY, EVERY DAY
.png){kind=icon}
.png){kind=icon}
.png){kind=icon}
ONE TOOL TWO VIEWS
The right screen for whoever's looking
The right screen for whoever's looking
Advisers get a calm, focused view of their own day. Managers get a bird's-eye view of the whole firm. Same data, shown the way each person needs it.
ADVISER VIEW
.png)
Your day, already sorted
Your day or your whole firm in one screen, from new leads to anything overdue.
MANAGER VIEW
The whole team, at a glance
See everything that's happening across the firm without asking a soul for an update.
EVERYTHING IN ONE PLACE
Four screens that replace a dozen spreadsheets
Four screens that replace a dozen spreadsheets
Each does one job well, and they all feed each other. Move a lead, and your reports and forecast update on their own.
.png)
.png)
.png)
.png)
BUILT TO BE RELIED ON
The kind of tool you stop thinking about
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 slips
Every lead is accounted for
If a client is due a call, they're on someone's list that morning. No one is quietly forgotten.
Always current
One live source of truth
Every screen reflects the same up-to-the-minute pipeline. No stale exports, no version confusion.
Made for you
Speaks mortgage, not sales
The stages, case types and language are an adviser's, so there's nothing to translate or configure.
Yours to keep
Your data, exportable anytime
Your 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.
Adviser & manager views included Daily follow-up lists No setup fees.png)
EVERYTHING IN ONE PLACE
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.
GET STARTED
Put the spreadsheet down for good
Try the demo account as either an adviser or a manager, and see your morning sorted before you've even started. When you're ready, bring your own clients aboard in minutes.