For mortgage and protection advisers
Mortgage CRM software built specifically for mortgage and protection cases. Pipeline, branded client portal, document gathering, e-signatures, renewal tracking, and an FCA audit trail, all in one place.
Cancel any time · No setup fees · GDPR compliant
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.
Track every mortgage case from initial enquiry and digital fact-find through to completion. Switch between Kanban board and list view.
A branded mortgage client portal for secure upload, e-signatures, and live case tracking, so clients stop emailing payslips.
Every file note, message, and document is logged automatically to an FCA-compliant audit trail. It's what makes Cleera an FCA compliant mortgage CRM from day one.
Run protection alongside your mortgage pipeline in one client record, so you're not running separate protection adviser software for half your book.
As a mortgage adviser CRM, it works from what’s actually on the case, not generic guidance, and it doesn’t stop at suggestions.
High LTV, adverse credit, chain risk: flagged automatically, before they become a problem at application.
Payslips, bank statements, and ID get an instant check on upload, before you do.
Ask what's outstanding or what looks unusual. It answers from this case, not generic guidance.
It proposes the next step, request a document, update the stage, message the client, and one approval carries it out.
Most remortgage clients hear from their lender before they hear from their broker. Cleera works the relationship automatically in between, so it’s your call they get first, not a switching offer from someone else.
“Completely modernised way of working. It simplifies the entire client journey, cuts out unnecessary admin, and gives more time to focus on clients. Everything feels faster, simpler, and more organised.”
“It has completely refreshed how we track business and communicate with our introducers, leaving Excel spreadsheets and email chains behind for clear, up-to-date information at the click of a button. After 20 years in the mortgage industry, it is, without doubt, the best system we have ever worked with.”
No setup fees. No per-client charges. Cancel any time.
For individual advisers running their own firm.
For solo advisers who want AI and automation.
For growing firms with multiple team members.
For DA networks and large mortgage firms.
For a sole trader or a firm of two to ten advisers, the best CRM for mortgage brokers in the UK is one built around a single case pipeline and an FCA-compliant audit trail by default, not a general sales CRM adapted for mortgages. Cleera is built specifically for UK mortgage and protection advisers, at a price point that starts at £49 a month.
Whether you call it mortgage adviser software, mortgage broker software, or mortgage case management software, look for the same things: a case pipeline that matches how your firm actually works, a branded client portal for document collection and e-signatures, an automatic FCA-compliant audit trail, and support for both mortgage and protection cases in one place. Multi-applicant support for joint, limited company, and SPV cases matters too, if you handle those.
No. Cleera is not a sourcing or mortgage-comparison engine. It sits alongside whatever sourcing tool you already use, and for appointed representatives, alongside your network system too.
Yes. Mortgage and protection cases live in the same pipeline and the same client record, so you are not maintaining two systems for one client relationship.
Cleera records who did what and when: document sign-offs, form submissions, case updates, notes, and similar actions. Firms use that audit trail for FCA record-keeping, and it is there from day one.
Cleera starts at £49 a month for a sole trader, with no setup fees and no per-client charges. Firm plans scale by adviser seat as your team grows, and DA networks or larger firms can talk to us about the Network plan.
Mortgage CRM for UK brokers and advisers
Set up takes minutes. No credit card required to start.