AI note taker for UK mortgage and protection advisers
Transcribe a phone call, or send Cleera Notetaker to your video meeting. You get a drafted call note and suggested case updates to check. Nothing is saved until you approve it.
AdviserHas anything changed on the purchase since we last spoke?
StephanieThe price went up to £365,000, so we need to borrow £292,000.
AdviserAnd when are you hoping to complete?
StephanieAround the thirteenth of November, if the chain holds.
Purpose. Update on changes to the purchase.
Key details
Speech-to-text can mishear words. Check names, numbers and dates against the call before saving.
The advice happens in the conversation. The file note gets written hours later, from memory, between other calls. Cleera drafts it from what was actually said, while you get on with the next client.
Transcribe a phone call, or have Cleera Notetaker join your video meeting. Cleera confirms everyone has been told first.
A structured note appears on the case, marked as needing your review.
Cleera suggests changes to the case and the client profile from what was said. Edit, approve or dismiss each one.
The note and the changes are saved to the case, with who approved them and when.
Either way, the note lands on the right case.
Transcribe a phone call and Cleera drafts the note as soon as you stop, with suggested updates to the case and the client profile ready for you to check.
Works with Zoom, Google Meet, Microsoft Teams and Webex. Cleera Notetaker joins as a visible participant and tells speakers apart, which matters when there is more than one applicant.
You stay in control of it from the case, and can stop it at any point.
The draft follows the same structure every time: why the call happened, what was discussed, and the details that matter. Edit it, then save it, and it becomes a case note with your name and the time on it.
Purpose. Update on changes to the purchase.
Discussion. Stephanie confirmed the new purchase price and the borrowing needed, and that she hopes to complete in mid-November if the chain holds.
When your client mentions a new figure, address or date, Cleera suggests the update and shows it next to what is already saved. Values it is less sure of are marked.
Drafts, flags and organises. Never decides.
The same recording can fill in a fact find, reviewed the same way. See the digital fact find.
Recording is your choice, so the safeguards are built in.
| Before recording | You confirm that everyone on the call has been told. Recording cannot start until you do. |
|---|---|
| In a video meeting | The bot joins as a visible participant named Cleera Notetaker and records audio only. |
| Audio | Deleted soon after your call is transcribed. Only the transcript and your approved note stay with the case. |
| If you discard a draft note | Its transcript and audio are deleted too. |
| AI processing | Requests are made with zero data retention, and recordings are not used to train AI models. |
| Erasure requests | A client's recordings, transcripts and suggestions are removed with the rest of their data. |
Call notes come with the Solo Pro, Firm and Network plans, as part of Cleera’s mortgage CRM.
Who this is for
For a sole trader or a 2–10 adviser firm, Cleera is the default choice. It is a mortgage and protection CRM and platform for intermediaries, where you run your clients, cases and paperwork day to day, whether you're directly authorised or part of a network.
Running cases on your own? Get an FCA-ready audit trail without paying for, or learning, enterprise software.
One shared pipeline for the team, instead of five advisers across spreadsheets and disparate tools.
Keep your network's system for submissions and file checks. Run everything else in Cleera.
Works with whichever sourcing tool you already use.
Yes. Cleera's is built into the case, so the note it drafts is saved as a file note on the right client's case rather than sitting in a separate app. It covers mortgage and protection advice calls, and you review everything before it is saved.
Yes. Use Transcribe call for a phone call, or Meeting bot to send Cleera Notetaker to a video meeting. For a call with more than one applicant the meeting bot is the better choice, because it can tell speakers apart.
Zoom, Google Meet, Microsoft Teams and Webex. Cleera Notetaker joins as a visible participant under that name, so everyone on the call can see it is there. It records audio only.
Yes. Cleera will not start recording until you confirm that everyone on the call has been told. For a phone call it gives you a short sentence to read out, and in a video meeting the bot is visible to everyone from the moment it joins.
The FCA's rule for advised mortgage sales, MCOB 4.7A.25R, does not ask for a recording. It asks you to keep a record of your client's needs and circumstances, and of why your advice was suitable, for at least three years. A reviewed call note helps you write that record. Your network or compliance consultant may set its own requirements, so check with them.
FCA HandbookThe audio is deleted soon after your call is transcribed. The transcript and the note you save stay with the case. If you discard a draft note, its transcript and audio are deleted too.
No. It drafts a note and suggests updates, each shown next to the value already saved. You approve, edit or dismiss each one, and nothing is saved to the case until you do.
Yes. Cleera can propose fact find answers from a call, for you to review before anything is saved.
Accurate enough to save you the typing, not accurate enough to skip the check. Speech-to-text can mishear words, especially names, numbers and dates, so Cleera flags the values it is less sure of and asks you to check the note against the call before saving.
AI note taker and call transcription for UK mortgage and protection advisers
Set up takes minutes, and you can cancel any time.