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.
6 matching articles
Most mortgage advisers will encounter adverse credit cases regularly. Here is a practical framework — from getting the full credit picture through to building the case narrative and evidencing suitability under Consumer Duty.
Charlotte Brown · 15 June 2026
Over two-thirds of UK brokers have a CRM. Only 23% use it regularly. Here is what the rest of the market is actually running on, and why it matters.
Charlotte Brown · 16 April 2026
The UK mortgage CRM market is well-established — but the dominant platforms were built to serve large networks, not individual advisers. Here is what actually matters when evaluating your options in 2026.
Charlotte Brown · 15 April 2026
Most mortgage adviser onboarding processes are a patchwork of emails, spreadsheets and memory. Here is a practical, step-by-step guide to building one that is consistent, compliant and efficient.
Charlotte Brown · 14 April 2026
Nearly half of UK adults exhibit characteristics of financial vulnerability. This guide walks mortgage advisers through the full process: how to spot it, what to record, and how to build it into your workflow rather than treating it as an afterthought.
Charlotte Brown · 13 April 2026
Consumer Duty is already in force. In 2026, expect continued supervisory attention to whether firms can evidence good customer outcomes—not a new one-off deadline or a single prescribed case-file template.
Charlotte Brown · 30 March 2026