Sequence
Sequence is a CRM built specifically for small, independent UK mortgage broker firms, replacing spreadsheets with automated follow-up lists delivered every morning at 7am. It uses mortgage-specific stages and case types, so there's no configuration needed, and provides a manager dashboard for firm-wide oversight. Priced at £49.99 per adviser per month, it includes all features with no long-term contracts.
- Sales Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Small and independent mortgage adviser firms commonly rely on spreadsheets to manage clients, but these offer no automatic reminders, allowing follow-ups to be missed and leads to slip between rows. The alternative — enterprise CRMs like HubSpot or Salesforce — are built for large sales teams, require weeks of configuration, use generic sales jargon, and carry enterprise-level pricing that doesn't fit a two or three-person firm.
Solution
Sequence is a CRM built specifically for mortgage advisers, sitting between a basic spreadsheet and an enterprise sales platform. It automatically chases every follow-up and delivers a personalized call list to each adviser every morning at 7am, complete with the client's number and the reason to call. The system provides a pipeline board, weighted forecasts based on real conversion rates, and live reports, all using mortgage-specific stages and case types so there's nothing to translate or configure. A manager dashboard pulls the whole business into one view, showing new leads, deals closed, follow-ups due, overdue items, pipeline health, and per-adviser activity comparisons. The platform is designed to be dependable and quiet, with all data exportable anytime and no enterprise contracts required.
Target Audience
Primary customers are small, independent mortgage adviser firms, typically two to three-person operations, as well as their managers and owners who need an affordable, mortgage-specific CRM without enterprise complexity.
Features
- Automatic daily 7am follow-up lists with client phone numbers and call reasons
- Pipeline board with drag-and-drop lead progression using mortgage-specific stages and case types
- Forecast engine weighted by confidence and real conversion rates
- Manager dashboard with new leads, deals closed, follow-ups due, overdue counts, and pipeline health visualization
- Weekly per-adviser activity comparison (this week vs last week) and live team activity feed showing calls, emails, meetings, notes, and moves
- CSV export for full data ownership and free client import help for spreadsheet migration
- Rolling monthly subscription with no long-term contract, cancel anytime
- Demo account with sample data available for adviser and manager views