For UK mortgage and protection advisers
Manage mortgage and protection cases together. Pipeline, branded client portal, document gathering, e-signatures, and an FCA audit trail in one place.
Cancel any time · No setup fees · GDPR compliant
The problem
Every untracked case is a compliance risk. Every unanswered client is a complaint waiting to happen.
Without Cleera
With Cleera
Pipeline
Track every case from initial enquiry through to completion, on a pipeline with stages you define yourself. Switch between Kanban and list view. An action inbox tells you exactly what needs attention right now, sorted by urgency.
Portal
Your clients get a beautiful, white-labelled portal bearing your firm's brand. They can upload documents, complete forms, sign applications, and track their case. No phone calls needed.
Intelligence
Cleera reads documents, digitises fact-finds, drafts suitability notes, and answers questions about any case, so your time goes to clients, not admin.
Documents
Upload an ID, payslip, bank statement, or tax return and get an AI verdict (approve, review, or reject) with key facts extracted and concerns flagged automatically.
Platform
The tools that keep your day running smooth and clean
Send any template to one applicant, both, or the whole case. Track completion status at a glance.
Request specific documents with categories, deadlines, and automated email reminders.
Send compiled application forms for digital signing. Track status in real time. Logged in the audit trail.
Invite advisers, set roles, and reassign cases. Multi-tenant support across your entire firm.
Export case data and completed forms as structured HTML or PDF for your records.
Apply your firm's logo, brand colours, and tagline. Clients see your brand, not ours.
Cleera schedules renewal reminders at completion and resurfaces them when the timing is right. Configurable lead time per firm.
Manage protection cases with their own pipeline, linked to the mortgage case and the client record. Policy placement details stored and audited.
All adviser-client communication is case-linked, timestamped, and stored. Clients reply via the portal. No email threads to reconstruct.
Cleera pre-fills fact-finds for returning mortgage clients from what is already on the client record. Only changed sections are presented again.
Six-week and six-month check-in tasks are created automatically when a case closes, named with the client and dated correctly.
Offer received, case completed, six-month check-in, annual review. Cleera sends each one automatically under your firm's name.
Estate agents, solicitors, and other introducers submit leads and message you straight from their own login. No email chains, and you can see which relationships actually convert.
Client details, joint applicants, and case documents, sent to Intelliflo with one action. Joint applicants are linked as a joint client, not just noted in passing. No re-keying, no duplicate filing.
See it in action
From pipeline to compliance check to client update, in under two minutes.
How it works
Add your branding, invite your team, and configure your subscription. Takes less than 5 minutes.
Open a case, assign it to an adviser, and invite your clients by email. They're onboarded instantly with a magic link.
Your action inbox shows exactly what's overdue and what's next. Cleera chases clients so you don't have to.
Advisers who got their evenings back
“Cleera replaced our entire client management workflow. What used to take three hours of chasing now happens automatically. Our clients genuinely love the portal.”
Sarah R.
Independent Mortgage Adviser
Pricing
No hidden fees. No per-client charges. Cancel any time.
For individual advisers running their own firm.
Need AI tools? See Solo Pro →
Get startedFor solo advisers who want AI and automation.
For growing firms with multiple team members.
For DA networks and large mortgage firms.
All prices exclude VAT. Annual billing charged upfront.
For mortgage and protection firms that are tired of chasing paperwork across inboxes and spreadsheets.
Cancel any time · No setup fees · GDPR compliant