Cleera Reviews & Product Details

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.