🚀 Private Beta Now Open

Streamline Your Fact-Finding Process

Empowering mortgage advisers with digital diligence tools to save time, reduce errors, and enhance client experience.

Mortgage Diligence Platform

Our Story

Transforming Mortgage Processing

We're on a mission to revolutionise how mortgage advisers work. By replacing outdated paperwork with intelligent digital tools, we're helping professionals spend less time on admin and more time with clients.

Digital Transformation

According to IRESS's 2023 Financial Advice Efficiency Report, only 42% of UK advice firms consistently use digital tools for fact-finding. Our platform bridges this gap, reducing the traditional 5-10 hours spent on fact-finding and compliance per client.

Error Reduction

The FCA has identified that mortgage applications remain "manual and error-prone." Our digital tools ensure accuracy and compliance, helping prevent the documentation errors that UK Finance reports as a leading cause of mortgage delays.

The Impact We're Driving in the Industry

30%
More Applications
Processed

Our solution is designed to help firms process significantly more applications, improving overall efficiency and throughput.

5-10h
Saved Per
Client

By automating manual tasks, we're aiming to save professionals hours every week — time that can be reinvested in higher-value work.

90%
Error
Reduction

We're working to drastically reduce human error through intelligent automation and streamlined workflows.

42%
UK Firms Already
Digital

We're here to accelerate that shift — empowering firms to stay competitive by embracing modern, digital-first operations.

Smart Solutions

Tools That Work For You

Experience a complete suite of intelligent tools designed specifically for mortgage professionals. From automated fact-finding to AI-powered compliance checks, we've got you covered.

Smart Document Management
  • AI-powered document verification and analysis
  • Intelligent document validation of supplied documents
  • Secure document upload and storage
  • Real-time document status tracking
Client Management Dashboard
  • Centralised client data storage
  • Real-time application status updates
  • Comprehensive client history
  • Automated client notifications
Intelligent Form Processing
  • Step-by-step guided questionnaires
  • Automatic form validation
  • E-signature support for completed forms
  • Progress tracking and automatic saves
Comprehensive Case Management
  • Centralised dashboard for all mortgage cases
  • Multi-applicant support for joint mortgages
  • Real-time case progress monitoring
  • Automated status updates and notifications
Client Collaboration
  • Dedicated client portal for document uploads
  • Self-service form completion
  • Clear visibility of case progress
AI Assistant Integration
  • Context-aware help for clients and advisers
  • Intelligent document analysis
  • Regulatory compliance checks
  • Real-time risk assessment
Adviser Tools
  • Customisable questionnaire templates
  • Automated client reminders
  • Form assignment and tracking
  • Detailed status reporting
Security
  • Secure data encryption at rest and in transit
  • Comprehensive role-based access control
  • Secure password hashing and storage

Simple Process

How It Works

Get started with Cleera in four simple steps.

⚙️

Set Up Your Account

Create your profile and customise your fact-finding templates.

📨

Send Client Invites

Invite clients to complete their fact-finding forms securely.

📄

Process Applications

Review completed forms and verify documents automatically.

Get Results

Generate compliant reports and process mortgages faster.

Why Cleera?

Save 5+ Hours Per Client

Reduce admin work and speed up processing time.

90% Fewer Errors

Automated checks prevent costly mistakes.

Faster Client Processing

Improve client satisfaction with a seamless experience.

Regulatory Compliance

Stay compliant with automated checks and secure data handling.

Private Beta Now Open

Join Our Private Beta Programme

Be among the first to experience Cleera's revolutionary mortgage processing platform. Our private beta programme offers exclusive early access and the opportunity to shape the future of mortgage technology.

Early Access

Get exclusive access to our platform before general release, with priority support and direct input into product development.

Special Pricing

Beta participants will receive special introductory pricing and extended trial periods when we launch.

Direct Influence

Help shape the future of mortgage technology with direct access to our development team and regular feedback sessions.

Pricing Plans

Choose Your Plan

Select a plan that fits your practice. From independent advisers to large firms, we have the right solution for you.

Basic Plan

£49.99 /month

Perfect for independent mortgage professionals

  • Customisable Form Management
  • Essential Fact Find Templates
  • 50 Documents Per Month
  • E-Signature Support
  • Email Notifications
Request A Demo

Professional Plan

£99.99 /month

For independent advisers and small teams

  • Everything in Basic, Plus:
  • Unlimited Document Storage
  • AI Document Analysis & Processing
  • AI Assistant for Client Support
  • Custom Branding & White-label
  • Supports Up to 5 Advisers
Request A Demo

Enterprise Plan

Custom pricing

Tailored solutions for large firms

  • Custom Tiers based on Company Size
  • Custom Integrations
  • Dedicated Account Manager
  • Custom Development Options
Contact Sales

FAQ

Frequently Asked Questions

Is there a free trial?

Yes! We offer a 14-day free trial with no credit card required. You'll have full access to all features during the trial period, allowing you to thoroughly test our platform and see how it can benefit your workflow.

How secure is my client data?

We take security seriously. Your client data is protected and we comply with all relevant data protection laws including GDPR. Data is secured with data encryption at rest and in transit. Access is controlled with comprehensive role-based access control. Secure password hashing and storage is used. Our systems are regularly audited and updated to ensure effective security.

Can I customise the fact-finding forms?

Yes! Our platform allows you to tailor form questionnaires to suit your workflow. You can create custom templates, add or remove fields, and organise questions in a way that makes sense for your business. All forms are fully compliant with regulatory requirements while maintaining flexibility for your needs.