Sound familiar?

The pipeline is there. The system isn't.

"You're three cases deep. There's a new enquiry that came in on Friday afternoon. You get to it Monday morning — only to find they've already spoken to two other brokers. You were working. The system let you down."

This is the pipeline leakage that doesn't show up on any report.

Enquiries go cold while you're tied up on active cases.

The best time to respond to a mortgage enquiry is within the first hour. When you're in a meeting or on the phone, that window closes — and the lead moves on.

Document collection is a nightmare.

You chase the same client three times for the same payslip. They say they'll send it. They don't. The case stalls. You chase again.

Clients don't know what's happening with their application.

You know. But without a system, they don't. The "just checking in" calls come every few days. They take time you don't have.

Remortgage anniversaries slip by.

Two-year fixed deals end. Rates change. Clients get a letter from their current lender and go to a comparison site — because you weren't there first.

You get referrals — but you don't have a system for nurturing those relationships.

A thank-you, a check-in, a useful update. None of it happens consistently. Solicitors and estate agents move on to whoever stays in touch.

Reviews at completion are the best time to ask. You never do.

You're already thinking about the next case. The moment passes. Every time.

Your CRM is a spreadsheet, three email threads, and something in your head.

Nothing's in the same place. Every case is a different filing system. The risk is quiet until it isn't.

You're the bottleneck in your own pipeline.

Every stage of every case passes through you. When you're busy, things stall. When you're on holiday, everything stops.

What we automate

Automated follow-up, document chasing and CRM automation for mortgage advisers.

Every automation here is designed around how a brokerage actually works. Pipeline stages, document flows, compliance-aware communication, and the relationship touchpoints that protect your procuration fees.

Instant enquiry acknowledgement Every inbound lead — web form, call-back request, referral — gets a professional, personal-feeling response within 4 minutes. Day or night. Your name, your brand, your tone. While you're on a case.

Automated document request sequences Structured, polite chase sequences for outstanding documents. 48 hours. 4 days. 7 days. Case-specific or product-specific templates. Documents arrive faster. Cases move forward.

Client case status updates Automated messages at every key milestone: application submitted, in underwriting, offer issued, exchange, completion. Clients feel informed. They stop calling to ask.

Remortgage anniversary alerts The system tracks every client's current deal end date and triggers an automated outreach campaign 6 months before expiry. You call warm clients, not cold ones. Retention jumps.

Referral thank-you and nurture sequences Every referral from a solicitor, estate agent, or past client triggers an automated thank-you and follow-up sequence. The relationship is maintained without you having to remember. New referrals keep coming.

Review request on completion Sent within 24 hours of completion — when the client is happiest and most likely to respond. Direct link to Google. Your profile grows without you having to think about it.

New enquiry qualification sequence Before the first call, the system automatically gathers the information you need: property type, purchase price, deposit, employment status, urgency. You arrive to first calls prepared.

Pipeline re-engagement Leads that went quiet 30, 60, or 90 days ago get an automatic, personalised re-engagement message. Circumstances change. Fixed deals expire. Some of them are ready now.

Real scenario

What this looks like for an independent broker.

Dan runs a two-person brokerage in Leicester. He handles 20–25 new enquiries a month. A good month. But he was only converting about 14 of them to first appointments — the rest going cold while he worked active cases.

He also lost three remortgage clients in a six-month period. Their fixed-rate deals ended, he hadn't reached out in time, and they found a new broker through a comparison site.

With ClaraFlow, every enquiry is acknowledged within 4 minutes. Document chases run on autopilot. Remortgage anniversary alerts fire 6 months in advance. Conversion from enquiry to first appointment went from 55% to 78% in the first quarter.

Three recovered remortgage clients in month one represented approximately £2,100 in procuration fees. Dan's exact words: "The pipeline hasn't changed. The leakage has."

Pricing

Simple pricing. No surprises.

All plans include a dedicated setup process. You're not buying software — you're buying a working system.

Done-With-You

Foundation

£197/mo

+ £300 one-off setup

For sole-trader brokers who want a working automation system and are willing to learn it with us.

Dedicated automation account, pre-loaded with our template library
90-minute 1-on-1 build session — your core automations switched on together
Monthly group office hours + private community
Email support — 48-hour response
You build using our proven templates, we guide the way

Get started

Growth

£597/mo

+ £1,000 one-off setup

For 2–5 person brokerages that want everything off their plate. We build it, we run it, you focus on your clients and cases.

Full automation system designed and built by our team
1 new custom automation per month, built by us
Unlimited small tweaks and adjustments
Ongoing monitoring and maintenance
Priority email support — 24-hour response
Quarterly strategy review calls

Book a discovery call

Done-For-You · Full Stack

AI Premium

£1,200/mo

+ £1,500–£2,500 one-off setup

For established brokerages with complex workflows, multiple advisers, or high enquiry volumes ready for full-stack AI automation.

Unlimited custom automation builds
Dedicated account lead — one point of contact
Same business day response (within 8 working hours)
Custom integrations with CRM and lender systems
AI agent builds — voice qualification, document processing
Monthly strategy calls with optimisation roadmap

Book a discovery call

Not sure which plan fits your brokerage?

Each tier is built for a different situation. Pick the one that sounds most like where you are right now.

Foundation is for you if…

You're a sole-trader broker
You want to learn the system hands-on
You have a few hours to invest in building it
£197/mo is the right budget right now

Growth is for you if…

You have 2–5 advisers and growing pipeline
Your time is better spent on cases than software
You want a team to build and run everything
You're paying for outcomes, not access

AI Premium is for you if…

You handle high enquiry volumes across multiple channels
You need AI to qualify leads before the first call
You want custom CRM and lender system integrations
You need a dedicated lead who knows your pipeline

Genuinely unsure? Book a free 30-minute call — we'll tell you honestly which tier fits your situation.

Your pipeline is full. AI automation for mortgage brokers UK fixes your follow-up system.