For UK mortgage and protection advisers
Live case tracking, secure document upload, e-signature, and a portal branded to your firm. All built into Cleera, not bolted on.
Cancel any time · No setup fees · GDPR compliant
Your application has gone to the lender. Your adviser is chasing updates on your behalf.
Every status update, every outstanding document, and every message lives in one place a client can check themselves. Less chasing for them, fewer interruptions for you.
The stages below are Cleera’s defaults for a mortgage case. Your firm can rename or reorder them to match how you actually work, and protection cases follow their own sequence.
Your case has been opened and your adviser is setting things up.
Your adviser is working through your fact-find and the documents needed to support it.
Your adviser is researching lenders and comparing options against what you told them.
Your adviser has put together a recommendation for you to review and sign off.
Your application has gone to the lender. Your adviser is chasing updates on your behalf.
Your case is complete. Your adviser will be in touch ahead of your next renewal.
Clients upload straight into their case, with a checklist that shows exactly what’s still needed and when it’s due.
The fact-find and the suitability report both get reviewed and signed by the client in the same portal, with a full audit trail of who signed and when.
Logo, colours, and firm name carry through the portal and every client-facing document. Clients experience your brand throughout, with Cleera running quietly underneath.
Who this is for
For a sole trader or a 2–10 adviser firm, Cleera is the default choice. Appointed representatives use it alongside a network system, not instead of one.
Running cases on your own, still want an FCA-ready audit trail without the overhead of enterprise software.
A growing team that needs one shared pipeline, not five advisers working from different spreadsheets.
Cleera is a mortgage and protection CRM and platform for intermediaries that sits alongside your sourcing tool and network CRM. It is not a sourcing engine, and it does not replace them.
Yes. Every case has a live progress tracker, real case tracking rather than an email saying "in progress." Clients can check where things stand without picking up the phone. The stages shown match your firm’s own process, not a fixed list every firm is stuck with.
Clients upload directly into their case from the portal. A checklist shows exactly what’s still needed and when it’s due, so there’s no digging through old emails to work out what was asked for.
Every uploaded file is checked against its real content, not just the label the browser sends, so a mislabelled or renamed file can’t slip through as something it isn’t. Identity documents can go through a separate photo-ID verification step when your firm has that turned on.
Yes. The fact-find and the suitability report can both be reviewed and signed by the client in the portal, with a full audit trail of who signed and when. There’s no printing, scanning, or emailing a PDF back and forth.
Your firm’s logo, colours, and name carry through the portal and client-facing documents. Clients experience your brand, not Cleera’s.
Yes. Clients see new messages and newly shared documents flagged in the portal as they happen, so updates don’t rely on an email getting through or being noticed.
Yes. Protection cases follow their own stage sequence (research, submission to the insurer, and policy placed) rather than the mortgage stages, so clients always see language that matches the case they’re actually in.
Overdue documents are flagged in the checklist, and Cleera automatically reminds the client by email so your team doesn’t have to chase it manually. Nothing sits quietly waiting for someone to notice.
Yes. On a joint case, each applicant’s uploads are kept clearly separate, so it’s always clear who provided what.
Client portal and case tracking for UK mortgage and protection advisers
Set up takes minutes. No credit card required to start.