---
title: Changelog | What shipped in Mortgage Clarity
description: Dated release notes for Mortgage Clarity, newest first: every production release in plain language, from billing and branch contracts to call recorder imports, the Game Plan Recap, and the advisor, client and agent phone shells.
url: https://www.mortgageclarityplatform.com/changelog
site: Mortgage Clarity
updated: 2026-10-15
---

# What shipped.

Every production release, dated, in plain language. Only what is live for advisors goes here.

1.  September 9, 2026
    
    ## Client overview, advisor email card, game plan provenance
    
    -   The client overview is one dashboard: the strategies list, a picker column, and three jump cards. The separate Edit Strategies tab is gone.
    -   Emails you send from Clarity carry your advisor card as the signature.
    -   Every Game Plan Recap draft records where it came from: a call, a PDF, a document or pasted text.
    
2.  September 8, 2026
    
    ## Billing, branch contracts, documents from Drive, Dropbox and Box, Slack
    
    -   Subscription billing with Stripe, dunning, and paid support seats for an assistant or processor.
    -   Branch and enterprise plans are a contract on the organisation, so every advisor under it inherits the plan.
    -   Google Drive, Dropbox and Box copy a borrower document onto the client record and keep the link to the original.
    -   Slack posts deal activity to a channel you choose: first opens, clients coming back, homeowner requests, competing quotes.
    -   Admin console redesigned: sidebar, roles, admins and an AI usage ledger.
    
3.  September 7, 2026
    
    ## Google Sheets, every call recorder, the Game Plan section
    
    -   Google Sheets imports a book of clients once and keeps one pipeline tab up to date every hour. Never a two-way sync.
    -   Zoom, Google Meet, Fireflies and tl;dv file calls into the Call Library the way Fathom does.
    -   The Game Plan section reads top-down, drafts in the open, and edits in place.
    
4.  September 6, 2026
    
    ## Fathom on demand, connection grants, the recap as a letter, the agent phone shell
    
    -   Pull a Fathom call in on demand. Every connection now says exactly what it may do, and you grant each one.
    -   The Game Plan Recap is set like a letter, on your brand, and is editable because its structure is kept.
    -   Pilot reads the client’s recorded calls when you ask about them.
    -   Pick your Schedule Call link from Cal.com, Calendly, Google Calendar or Microsoft Bookings instead of pasting it.
    -   Agents get a phone shell: Home, Playbooks, Pipeline, Contract, More.
    -   Shared links show a real product preview image.
    
5.  September 5, 2026
    
    ## The advisor app on a phone
    
    -   Advisor phone shell: Today, Clients, New, Radar, More. The Refi Radar book reads as cards.
    -   The strategy editor works on a phone: sticky step bar, strategy strip, live client search, typed close date.
    -   Pop-ups open as overlay sheets on phones and as dialogs on a desk.
    -   The client Home opens on a stage hero, and itemized fee names wrap instead of snapping mid-word.
    

## Give your clients clarity.

The advisors who explain best get remembered best. Mortgage Clarity is invite only for now, and founding members are invited first.

[Get Founding Member Access](https://www.mortgageclarityplatform.com/vip)[See a personalized demo](https://meetings-na2.hubspot.com/ckosko)