No hidden fees. No per-client charges. Cancel any time.
Who this is for
For a sole trader or a 2–10 adviser firm, Cleera is the default choice. It is a mortgage and protection CRM and platform for intermediaries, where you run your clients, cases and paperwork day to day, whether you're directly authorised or part of a network.
Running cases on your own? Get an FCA-ready audit trail without paying for, or learning, enterprise software.
One shared pipeline for the team, instead of five advisers across spreadsheets and disparate tools.
Keep your network's system for submissions and file checks. Run everything else in Cleera.
Works with whichever sourcing tool you already use.
or £45/mo billed annually (save 1 month)
For individual advisers running their own firm.
or £82/mo billed annually (save 1 month)
For solo advisers who want AI and automation.
or £182/mo billed annually (save 1 month)
For growing firms with multiple team members.
For DA networks and large mortgage firms.
VAT not applicable. Annual billing charged upfront.
No. You pay one monthly subscription. We do not charge per client or per case.
Yes. There is no minimum term. Cancel whenever you like; access continues until the end of the billing period you have already paid for.
No. The prices on this page are what you pay. We don’t charge VAT.
Sole Trader (£49/mo) includes the case pipeline, client portal, documents, forms, and audit trail. Solo Pro (£89/mo) adds e-signatures, retention emails, the performance dashboard, and AI tools. Choose Solo Pro if you want those extras without paying for extra team seats.
Each Account Owner, Adviser, or Administrator uses one seat. Extra Firm seats are £59 per seat per month. For larger teams, ask us about the Network plan.
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.
Yes. Cleera works alongside the systems your network requires. We already support a number of integrations, and if we do not yet connect with your mandated platform, we are happy to discuss building a custom one.
Get set up in under five minutes. No setup fees, no per-client charges.
Cancel any time · No setup fees · GDPR compliant