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Sequence brings your pipeline, your forecast, your reports and your firm-wide dashboard into one clear place - built from the ground up for UK mortgage advisers.
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The Forecast screen takes the deals you already have and shows you what they're likely to be worth, when they're likely to land, and who's bringing them in.
See exactly where each lead sits, from first enquiry through to referral, and move them forward as the conversation moves on. Your whole book of business, finally in one place.
Turn your live pipeline into a realistic picture of expected business: closings by month, weighted by how confident you are in each deal and grounded in your own track record.
Your whole pipeline pulled into a single reporting screen built for mortgage advisers. See what's coming in, where it's getting stuck, and who's converting - without touching a spreadsheet.
A manager's-eye view of everything that matters: new leads in, follow-ups due, anything overdue, and exactly what your team has been up to - the moment you log in.
Every figure is drawn from one live source of truth, so the whole firm is always looking at the same picture.
Move a lead on the board and your reports, forecast and dashboard update with it. Nothing is ever out of date.
Weighted, grounded figures built from your own track record - not a best-case fantasy you can't plan around.
The stages, the language and the metrics all match how a UK mortgage adviser already thinks about a client.
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Explore a full demo account with sample data, as an adviser or a manager. No card, no commitment, just a proper look at how it all works.
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