---
title: Help Center | Mortgage Clarity documentation for advisors
description: Guides and documentation for Mortgage Clarity: getting started, creating clients and workspaces, building strategies and analyses, what the client sees, publishing reports, settings, and troubleshooting.
url: https://www.mortgageclarityplatform.com/help
site: Mortgage Clarity
updated: 2026-09-01
---

# How can we help?

Guides, walkthroughs, and fixes for every part of Mortgage Clarity.

## Start here

Six short walkthroughs of the real platform, in the order you will use it. Watch the first two and you can run a client end to end.

Filming now — the written guides below cover all six today.

 Recording soon

Step 1

Set up your account and brand kit

Your profile, NMLS, logo, and colors — what flows onto every client-facing report.

[Read it instead](https://www.mortgageclarityplatform.com/help/getting-started/brand-kit-profile)

 Recording soon

Step 2

Tour the advisor dashboard

Navigation, the clients table, activity, and where each thing lives on mobile.

[Read it instead](https://www.mortgageclarityplatform.com/help/getting-started/dashboard-tour)

 Recording soon

Step 3

Create your first client workspace

Add a client, collect what you need, and send the invite they actually open.

[Read it instead](https://www.mortgageclarityplatform.com/help/clients-workspaces/create-client-workspace)

 Recording soon

Step 4

Build a strategy

AI Create and the manual builder, side by side, on a real purchase scenario.

[Read it instead](https://www.mortgageclarityplatform.com/help/strategies/ai-create-strategy)

 Recording soon

Step 5

Get closing costs right

Fee templates, title quotes, and the lines borrowers ask about most.

[Read it instead](https://www.mortgageclarityplatform.com/help/strategies/closing-cost-itemization)

 Recording soon

Step 6

Publish and share the report

What publishing changes, what your client sees, and how you know they opened it.

[Read it instead](https://www.mortgageclarityplatform.com/help/reports-publishing/publish-share)

## Browse by topic

Every part of the platform, written up step by step.

[

Getting Started

Accounts, the dashboard, and your brand setup.

5 articles

](https://www.mortgageclarityplatform.com/help/getting-started)[

Clients & Workspaces

Create clients, send invites, and preview what they see.

5 articles

](https://www.mortgageclarityplatform.com/help/clients-workspaces)[

Strategies & Analyses

AI Create, the manual builder, and closing costs.

6 articles

](https://www.mortgageclarityplatform.com/help/strategies)[

Client Workspace

What your client sees, tab by tab.

4 articles

](https://www.mortgageclarityplatform.com/help/client-workspace)[

Reports & Publishing

Publishing, sharing, and report options.

3 articles

](https://www.mortgageclarityplatform.com/help/reports-publishing)[

Settings & Customization

Defaults, templates, team, and integrations.

6 articles

](https://www.mortgageclarityplatform.com/help/settings)[

Owner toolsOwner

Active Pipeline, Agent Partners, and Lock Sheets.

3 articles

](https://www.mortgageclarityplatform.com/help/owner-tools)[

Troubleshooting

Error screens, sign-in problems, and live-update hiccups.

4 articles

](https://www.mortgageclarityplatform.com/help/troubleshooting)

## More ways to get help

[TroubleshootingError screens, sign-in problems, and quick fixes.](https://www.mortgageclarityplatform.com/help/troubleshooting)[Developer Documentation Releasing soonAPI and integration docs.](https://www.mortgageclarityplatform.com/help/resources/developer-docs)[Solutions Partners Releasing soonWork with a partner who knows the platform.](https://www.mortgageclarityplatform.com/help/resources/solutions-partners)

Nothing here answers it?

Signed-in advisors can use the Help button in the top bar without leaving the app. Everyone else, email us — a person reads it.

[Email support](mailto:christian@mortgageclarityplatform.com) [Getting started](https://www.mortgageclarityplatform.com/help/getting-started)