ClearPath is a London advisory with a private client portal. Track every step of your application, share documents securely, and message your broker — all in one calm, transparent place.
Amortgageisthelargestcontractmostpeoplewilleversign.Yetthejourneyistoooftenopaque,anxious,andconductedacrossforgottenemailsandmissedphonecalls.ClearPathwasbuilttoreplacethewonderingwith clarity.
Every screen is built to reduce anxiety. No jargon, no surprises, no chasing — only the next clear step.
You see exactly where your application stands, what we are doing, and what we need from you, in real time.
A dedicated broker. Direct messaging. Personal calls when they matter. The portal supports the relationship, never replaces it.
A living timeline shows every milestone — from agreement in principle, through valuation and underwriting, to formal offer. Each stage updates in real time as your broker progresses your case.
Case · CP-2058
£487,500 · Halifax · 5-year fix · 4.21%
Drag, drop, done. Files are automatically tagged to your case, encrypted at rest, and made instantly available to your broker. Document collection that used to take a week now takes an afternoon.
Required Documents
Encrypted
AES-256 · End-to-end
Drag files here, or browse
PDF, JPG, PNG · Max 25 MB
Bank Statements · April 2026.pdf
1.2 MB
Payslip · March.pdf
412 KB
Payslip · February.pdf
418 KB
Payslip · January.pdf
—
Passport.jpg
2.4 MB
Proof of Deposit.pdf
—
Council Tax Bill.pdf
892 KB
Message your dedicated broker without filling up your WhatsApp. Conversations are timestamped, threaded by topic, and saved against your case — so nothing gets lost when it matters most.
Eleanor Whitfield
Your dedicated broker · Online
Yesterday · 4:12 PM
Yesterday · 7:48 PM
Today · 9:02 AM
Today · 9:11 AM
Every appointment, valuation date, and expected offer milestone, surfaced in one calendar view. Calendar invites are sent automatically. Reminders go out before they're needed.
Upcoming
Synced to Apple Calendar · Google · Outlook
Surveyor visit · 14 Marlborough Crescent
10:30 AM
CompletedWalden & Locke conveyancing engaged
—
This weekHalifax — 5-year fixed @ 4.21%
By 5 PM
UpcomingFunds released, keys collected
—
ScheduledOn the other side of the portal, your broker sees a curated dashboard of every active client. Document status, message inboxes, deadlines, and lender communications — all in one calm command centre.
Active
28
cases
This month
£3.4M
submitted
Avg. days
11.2
AIP → offer
Conversion
94%
vs. 71% market
Step 01
We meet on a video call to understand your circumstances, your timeline, and what kind of mortgage will actually serve your life — not just the cheapest headline rate.
Free of charge. No obligation. Calmly conducted.
Step 02
We open your private ClearPath account and email you a secure magic link. Inside: your personal case timeline, document checklist, broker messaging, and key dates — all from day one.
Set up in under 90 seconds. No app to install.
Step 03
Our AI-supported workflow chases lenders, pre-fills paperwork, and keeps the application moving. Your portal updates in real time — so you always know exactly where things stand.
Average AIP to formal offer: 11.2 days.
Step 04
Solicitor instructed. Funds released. Completion confirmed in your portal. You collect the keys to a home you actually understand the financing of — and stay welcome in the portal forever.
Lifetime access for remortgage and follow-on advice.
A small London advisory built ClearPath in early 2025. Sixty days in, here is what changed for them — and for the families they served.
78%
Clients see the answer in the portal before they think to ask. Brokers reclaim their afternoons.
8d → 2.5d
Drag-and-drop uploads with auto-tagging replaced the WhatsApp-and-email scramble.
3.8 → 4.9
Out of 5, post-completion. Most-cited word in feedback: 'calm'.
+23%
Time saved on chasing is time spent on advice that actually moves the needle.
Numbers reflect a single boutique advisory in their first 60 days using ClearPath. Your mileage may vary — but the direction tends not to.
4.9 · 218 verified reviews
After years of being told 'we'll get back to you', the portal felt like someone had finally turned the lights on. We always knew exactly where we were. It made the most stressful purchase of our lives feel almost — calm.
Rachel & James Holloway
First-time buyers · Greenwich
I am no longer the bottleneck. Clients upload before I ask. They see progress without calling. I now serve more families, more thoroughly, in less of my week. ClearPath gave me back my Friday afternoons.
Eleanor Whitfield
Senior Broker · ClearPath London
We refinanced through ClearPath after a frankly miserable experience with our previous lender. The difference was night and day. The portal even sent me a friendly reminder about a document I hadn't realised I'd forgotten.
Dr. Amara Patel
Remortgage · Islington
If yours isn't here, write to us — we read every message and reply personally.
Ask a question→No. ClearPath is web-based. We email you a secure magic link the moment your case opens — open it on your phone, tablet, or laptop and you are in. No app store, no passwords to remember.
All uploads are encrypted in transit (TLS 1.3) and at rest (AES-256). Files are stored within UK-based infrastructure, available only to your dedicated broker and the lenders you authorise. You can revoke access at any time.
Yes. The message centre stays open. Eleanor and the team typically reply within 90 minutes during working hours, and within 24 hours otherwise. We'll never leave you wondering.
It stays open. We keep your case archived for the life of your mortgage, so when you're ready to remortgage, switch product, or buy again — your records, contacts, and history are already in place.
No. The portal is included in our standard advisory fee. We earn the same way every reputable broker does — through proc fees from lenders and, where appropriate, a transparent client fee disclosed before any work begins.
You can absolutely just call. The portal is a tool, not an obligation. Most clients find they use it more than they expected — but Eleanor is on the phone the moment you'd like her to be.
AES-256 at rest. TLS 1.3 in transit. UK-hosted infrastructure.
ClearPath Mortgage Advisory · FCA No. 821304 · AMI member.
A dedicated broker. Real phone numbers. Saturday office hours.