.png)
Every lead, every adviser, every month, in one clear view.
Sequence pulls your whole pipeline 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.
.png)
The numbers that actually run your business
No vanity metrics. Every part of the Reports screen answers a question you'd otherwise be working out by hand, late on a Friday.
Headline KPIs, the moment you log in
Four cards give you the state of play at a glance: total leads all time, your conversion rate, how long the average lead spends in your pipeline, and how many are active right now.
It's the quick health check that tells you whether this month is on track before you've finished your coffee.
The pipeline funnel shows you where it sticks
See exactly how many leads sit at each stage, from new enquiry through to referred on. Bottlenecks stop hiding.
If leads keep piling up in nurturing, or stall just before they're ready to proceed, it's there in front of you, so you know precisely where to put your next hour of effort.
A six-month read on lead intake
Watch how many new leads come in month on month, so you can tell whether enquiries are growing, holding steady or quietly tailing off.
Because the trend is built from nightly snapshots, you get a genuine record over time rather than just today's figure. The current month is shown as a live estimate, so you're never comparing a half-finished month against a full one.
Know where your business really comes from
Leads by source breaks down every enquiry across referral, phone, website and social, with both the count and the percentage.
It's the difference between guessing and knowing. If 42% of your business walks in through referrals, you'll think twice before pouring money into ads, and you'll know exactly which relationships to nurture.
.webp)
A team leaderboard that's fair, not flashy
For managers, see each adviser's leads, conversions and conversion rate, sorted by who's closing the most, with overdue follow-ups flagged.
It's a calm way to recognise your strong performers, spot who might be carrying too much or need a hand, and make sure nobody's leads are going cold. Coaching conversations practically write themselves.
Export to CSV in one click
Pull your data straight out for a board pack, a deeper look in a spreadsheet, or to share with the wider team.
Your numbers belong to you. When you need them somewhere else, they're a single click away, formatted and ready.
Numbers you can actually believe
A report is only useful if you trust it. Sequence is clear about what's live and what's reconstructed, so you always know what you're looking at.
KPIs, funnel and leaderboard
These reflect your pipeline as it stands right now. Move a lead forward and the numbers move with it.
The lead-intake trend
Built from a record taken each night, so your six-month history stays accurate even as today's leads change.
Clearly labelled estimates
The current month is shown as a live estimate, never dressed up as a finished figure. No surprises, no false comparisons.
.png)
.png)
GET STARTED
See your own pipeline this clearly
Try the demo account and explore the full Reports screen with sample data, or create an account and connect your own leads in minutes.