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Every client, on one board.
See exactly where each lead sits, from first enquiry through to referral, and move them forward with a single drag. No more chasing a name through your inbox to remember where you left it.
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Your whole book of business, finally in one place
The Pipeline board replaces the sticky notes, the spreadsheet and the "I must follow up with them" that never happens. Every lead has a home, and you can see the lot at a glance.
A board that works the way you do
Every lead is a card, every stage is a column. Drag a card from one stage to the next as the conversation moves on, and the whole board updates instantly.
It's the clearest possible view of your business: who's new, who's warming up, and who's ready to proceed, all on a single screen.
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Stages built for mortgage advisers
The columns aren't generic sales jargon. They follow a real adviser's journey, from new enquiry, through initial contact and nurturing, to ready to proceed and referred to your network.
Because the stages match how you already think about a client, there's nothing to translate and nothing to set up.
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Cards that tell you what matters
Each card carries the essentials: the client's name, the type of case (first-time buyer, buy to let, remortgage, self-employed), the adviser looking after it, and how long it's been sitting in this stage.
Enough to know exactly who you're dealing with and what to do next, without opening a thing.
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Nothing goes cold without you knowing
Every card shows how long a lead has been waiting in its stage, and once it's been too long, the clock turns red.
That gentle nudge is often the difference between completing a case and losing it to the adviser who rang back first. The leads that need you are the ones that stand out.
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Forecast by month
Each column header shows how many leads it holds and their weighted value, so you can tell at a glance where your money is, not just your busywork.
A column heavy with leads but light on value tells its own story, and so does a quiet column worth a small fortune.
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Filter down to one adviser
Viewing the whole team or zeroing in on a single adviser is one tap. Owners get the big picture; each adviser gets a clean board of just their own clients.
Run your one-to-ones straight off the board, hand work over cleanly, and keep everyone looking at the same, current picture.
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One board, feeding everything else
The Pipeline isn't a screen you visit and forget. It's the single source of truth that powers the rest of Sequence.
Reports follow along
Every drag updates your funnel, conversion rate and source breakdown. Your reports are never out of date.
Forecast comes alive
Add value, confidence and an estimated close date to a card, and it flows straight into your monthly forecast.
The whole team aligned
Because everyone works the same board, there's one shared, current view of the business, with no version confusion.
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GET STARTED
Get your whole book onto one board
Try the demo account and drag a few leads through the stages, or create an account and import your existing clients in minutes.