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.
4 matching articles
HubSpot is a capable sales and marketing CRM, but a regulated mortgage advice file is a different object to a deal in a pipeline. Here is where the gap shows up, and what it costs to paper over.
Charlotte Brown · 10 September 2026
The FCA has spent 2026 quietly repositioning itself around AI, and the mortgage industry's own trade press is already arguing about what that means for advisers. A grounded look at the regulatory and adoption trendlines worth watching, and what a small firm should do about them.
Charlotte Brown · 18 August 2026
An in-depth, UK-specific comparison of five mortgage broker CRM and case management platforms advisers evaluate in 2026, Cleera, Mortgage Brain, Twenty7tec, Smartr365 and 360 Lifecycle, on compliance depth, protection handling, where AI actually sits, and how each fits alongside the sourcing and back-office systems firms already run.
Charlotte Brown · 11 August 2026
A practical framework for comparing mortgage broker software in 2026. Nine criteria UK advisers should use to evaluate any platform — covering compliance, automation, integration, and total cost.
Charlotte Brown · 20 April 2026