Tools that fit your existing back-office — not a bloated CRM you won't use.
Day 0 email, day 7 SMS, day 30 reminder — automate every long-cycle nurture. Trigger by stage change, manual enrollment, or new lead arrival.
Drag-and-drop Kanban with a first-class “Not Ready Yet” stage — the column where most prospects currently fall through the cracks.
Call, email, meeting, note, SMS, WhatsApp — one-click logging with templates. Every prospect has a full timeline you can scan in seconds.
Owners see the whole pipeline, team activity, and at-a-glance KPIs. Advisers see their own follow-up list. Everyone stays accountable without micromanaging.
First-time buyer saving for a deposit? 6-month remortgage warm-up? Sequence holds the thread so your team doesn’t have to remember.
Pulls contacts from Brevo when you have it. Imports MAB Platform CSV exports when you don’t. We never ask you to abandon your primary system.
Most UK mortgage firms have a back-office system that works fine for active cases — MAB Platform, FLG, Dashly. The problem is the prospects who aren't ready to proceed yet.
A first-time buyer still saving a deposit. A self-employed client building accounts history. A remortgage that isn't due for six months. Your team jots down “contact again in January” — but there's no structured process to make sure that follow-up actually happens.
Sequence is the nurture layer that fits between enquiry and active case. Cadences run on autopilot. Activity logging is one click. Owners see the whole pipeline. Nothing falls through the cracks — even when the buying window is twelve months away.
Laptop-first, mobile-aware
Sequence is built primarily for the laptop — the screen where advisers and owners actually do their day. Pipeline kanban, multi-column forms, manager dashboards, and table views are designed for ≥1280px. Mobile views exist for what mobile is good at: quick lead capture between appointments and tap-to-call from your follow-up list.