Cleera Insights
For mortgage and protection advisers who want to grow.
Practical guidance on compliance, operations, and winning more of the right clients.
Cleera Insights
Practical guidance on compliance, operations, and winning more of the right clients.
2 matching articles
A practical guide for UK mortgage advisers on handling contractor and freelancer mortgage applications. Covers day-rate underwriting, IR35 status, lender selection, documentation, and common pitfalls.
Charlotte Brown · 12 May 2026
A practical guide for UK mortgage advisers on handling self-employed clients. Covers income assessment, document gathering, lender selection, and case packaging for sole traders, limited company directors, and contractors.
Charlotte Brown · 12 May 2026