1. [Home](https://www.g2.com/)
2. ...
3. [Other Health Care Operations Software](https://www.g2.com/categories/other-health-care-operations)
4. [Cleera Discussions](https://www.g2.com/products/cleera/discuss)

[
 ![Product Avatar Image](/elevate-assets/static/avatar_fallback.png "Product Avatar Image")
](/products/cleera/reviews)

[

Cleera

](/products/cleera/reviews)

0 ratings

Cleera is CRM software for mortgage advisory & protection insurance operations, integrating case management, client communications, client retention, document handling, and compliance tracking enabling you to take a case from first enquiry to completion in one place. A visual pipeline and priority action inbox keep every case on track, while clients get a branded portal to upload documents, complete forms, sign electronically and track progress at any hour. An introducer portal allows you to ingest lead referrals from your partners. Every action is timestamped, giving advisers a complete, FCA-ready audit trail. Built in AI tooling that reasons over the case records supports in helping flag adverse credit, chain risk, review uploaded documents, and draft FCA-aligned suitability notes. Protection cases, team management, lead capture features and an introducer portal round out the firm's workflow.

Show More

When users leave Cleera reviews, G2 also collects common questions about the day-to-day use of Cleera. These questions are then answered by our community of 850k professionals. Submit your question below and join in on the G2 Discussion.

* * *

### 0.0

Nps Score

### All Cleera Discussions

Search

Most CommentedMost HelpfulCommon QuestionsNewest

All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments

FilterFilter

Filter byExpand/Collapse 

Sort by

Most Commented

Most Helpful

Common Questions

Newest

Filter by

All Discussions

Discussions with Comments

Common Questions

Discussions without Comments

Sorry...

There are no questions about Cleera yet.

## Start a New Software Discussion

Have a software question?

Get answers from real users and experts

[Start A Discussion](/products/cleera/discussions/new)

* * *

 ![Product Avatar Image](https://www.g2.com/assets/fallback/defaultthumb_square-8098a94870ee5690ebd89f8d9612bc8f937815ede2bdf362367bba3ad56ce316.png "Product Avatar Image")

### Have you used Cleera before?

Answer a few questions to help the Cleera community

[
Yes
](javascript:void(0))[
Yes
](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcleera%2Fdiscuss%3Fsmall_ask%3Dcleera)
No