Full case pipeline. Branded client portal. Document collection, e-signatures, and FCA-compliant audit trail — all in one place. Spend your time advising, not on admin.
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.
Features
Track every case from initial enquiry through to completion. Switch between Kanban and list view. An action inbox tells you exactly what needs attention right now — sorted by urgency.
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.
Every action in Cleera is timestamped and stored. Document approvals, form submissions, status changes, note additions — your audit trail is always complete and FCA-ready.
Build and manage your own form templates — fact finds, income declarations, preferences questionnaires. Add conditional logic so clients only see questions that apply to them, and assign any form to one client or a whole case.
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 BoldSign-powered digital signing. Track status in real time.
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.
See it in action
From pipeline to compliance check to client update — in under two minutes.
Cleera analyses your cases in real time — flagging risks, reading documents, and drafting compliance notes so you don't have to.
Automatic flags on high-LTV, adverse credit, chain risk, and missed deadlines — surfaced on every case, zero effort required.
Upload a payslip, bank statement, or ID and get an AI verdict: valid, concerns to flag, or reject — with key facts extracted automatically.
One click generates a structured suitability note from your case data and form responses. Review, edit, and file — done.
AI features use case metadata only — no client names or personal details are sent to AI models.
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.
Cleera replaced our entire client management workflow. What used to take three hours of chasing now happens automatically. Our clients genuinely love the portal.
Pricing
No hidden fees. No per-client charges. Cancel any time.
For individual advisers running their own firm.
Need AI tools? See Firm →
Get startedFor growing firms with a team of advisers.
For DA networks and large mortgage firms.
All prices exclude VAT. Annual billing charged upfront.
Join the mortgage advisers who've stopped chasing clients and started closing more cases — with Cleera.
Cancel any time · No setup fees · GDPR compliant