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WHO WE ARE
We got tired of watching good leads go cold.
Sequence is built by a small team who believe a mortgage adviser shouldn't need a spreadsheet, a sharp memory and a lot of luck to stay on top of their clients. So we built the CRM we wished they had.
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WHY WE BUILT IT
Everything an adviser needs,
nothing they don't.
Independent mortgage advisers do brilliant work with tools that fight them. Leads sit in spreadsheets, follow-ups live in someone's head, and the big-name CRMs are built for huge sales teams, priced to match, and far more than anyone actually needs.
We wanted to hit the sweet spot in between: software that does the few things an adviser truly relies on, in their own language, and simply works. Every morning it hands you your call list, so no client is ever quietly forgotten. That's the whole idea.
Small, focused, and built for the way you really work. No bloat, no jargon, no lock-in.
WHAT WE BELIEVE
The principles behind every decision
Dependable
Reliability is the feature
If a client needs a call, they're on the list. The quietly boring dependability is exactly the point.
Focused
Built for advisers
Mortgage language, mortgage stages, nothing to bend into shape or configure before it fits.
Fair
Made for independents
Priced for a small firm, with no enterprise contracts and nothing you'll never use.
Honest
Your data is yours
We don't sell it and we don't lock it in. Export the lot whenever you like.
MEET THE TEAM
The people behind Sequence
A small team, part owl, building software mortgage advisers can rely on. Say hello, we'd love to hear from you.
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SEE IT FOR YOURSELF
Come and meet the rest of the flock
Try the demo account to see how Sequence works, or drop any of us a line. We're a small team and we read every message.