Cleera Insights
Practical guidance on compliance, operations, and winning more of the right clients.
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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.
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.
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.
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.