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.
12 matching articles
Practical AI for mortgage brokers: what never goes into a public chatbot, free vs business AI tools, UK GDPR, FCA expectations and a simple AI policy.
Charlotte Brown · 2 October 2026
The mortgage broker tools a UK firm actually uses, in the order a case needs them, with the free official services every adviser should know.
Charlotte Brown · 29 September 2026
What a protection adviser does, the ICOBS rules that apply, and how to run mortgage and protection cases in one place without losing the conversation.
Charlotte Brown · 29 September 2026
What replaces the spreadsheet and inbox in a UK mortgage practice, how it sits alongside your sourcing tool and network, and how to move across.
Charlotte Brown · 28 September 2026
A client who hears nothing assumes the worst by default. Here is how a proactive update removes the need for the status call entirely.
Charlotte Brown · 17 September 2026
Why emailed payslips and bank statements create risk, what MCOB and Consumer Duty expect you to evidence, and how to collect documents once.
Charlotte Brown · 15 September 2026
A practical framework for mapping a broker's case workflow, spotting where it breaks, and deciding what to automate versus keep human.
Charlotte Brown · 9 September 2026
Existing clients are a revenue opportunity most mortgage brokers miss without a systematic retention strategy. Here's how to capture it.
Charlotte Brown · 26 August 2026
What the FCA actually requires UK mortgage advisers to keep, for how long, and how to switch CRM platforms without putting any of it at risk.
Charlotte Brown · 25 August 2026
A practical guide for UK mortgage advisers and small firms on cutting manual admin across every case — covering fact-finds, suitability letters, FCA compliance, client communication, and retention automation.
Charlotte Brown · 24 May 2026
What does a typical mortgage adviser's week actually look like before and after using a proper CRM? We break down where the hours go, what changes, and what becomes possible when admin stops running the show.
Charlotte Brown · 27 April 2026
Manual admin is costing UK mortgage brokers more than they realise. Discover where the hours go, what it costs your practice financially, and how to start fixing it.
Charlotte Brown · 19 April 2026