---
title: Game Plan | Mortgage Clarity Help Center
description: Publish the recap of your first call so the client can reread it.
url: https://www.mortgageclarityplatform.com/help/client-workspace/game-plan
site: Mortgage Clarity
updated: 2026-09-01
---

## What the Game Plan tab is

The Game Plan is the written recap of your strategy conversation, published into the client's workspace so they can reread it, forward it to a spouse, or show it to their agent. It exists because clients remember roughly a third of a first call, and the two-thirds they lose is usually the part that made the plan make sense. Until you publish one the tab shows a friendly empty state naming you and saying the recap is being written.

## Generate a draft from the call

You do not have to write it from scratch. Paste a transcript or your notes and the platform formats it into a draft recap in your voice for you to review.

1.  1
    
    Open the client's workspace and find the Game Plan Recap panel.
    
2.  2
    
    Paste the call transcript or your notes into the box, or drop in a PDF.
    
    ![The Game Plan Recap panel with the transcript input](https://www.mortgageclarityplatform.com/help-figures/client-workspace__game-plan__1.png)
    
    The Game Plan Recap panel with the transcript input Click to enlarge
    
3.  3
    
    Click Generate draft recap. The draft loads into the publish area above, with the title pre-filled from the client's name.
    
4.  4
    
    Read it before you publish. It is a draft written from your material, not a finished document, and anything the transcript got wrong will be in it.
    
    If nothing generates, the transcript was probably too short. Add more of the call and try again.
    

## Publish a recap you wrote yourself

1.  5
    
    Upload an HTML file, or upload a PDF. One recap is live at a time: staging an HTML file clears a staged PDF and vice versa.
    
2.  6
    
    Give it a title. This is what the client sees at the top of the tab.
    
3.  7
    
    Publish. The client sees it on their next visit — no invite or notification step is required.
    
4.  8
    
    Uploading a new file replaces the current version. Previous versions are kept.
    
    ![A published Game Plan recap as the client sees it](https://www.mortgageclarityplatform.com/help-figures/client-workspace__game-plan__2.png)
    
    A published Game Plan recap as the client sees it Click to enlarge
    

## What the client sees

The recap renders inside the workspace with your branding, sized to its own content, alongside the date it was published and who it was prepared for. A PDF recap opens through a short-lived signed link rather than a public URL, so a forwarded link expires rather than living on the open web.

## Related articles

[The Strategy tab & live updates

Where your client reads their report, and how your edits reach them.

](https://www.mortgageclarityplatform.com/help/client-workspace/strategy-tab-live)

[PreviousSchedule call & contact options](https://www.mortgageclarityplatform.com/help/client-workspace/schedule-contact)[Next Interactive tools](https://www.mortgageclarityplatform.com/help/client-workspace/interactive-tools)

Still stuck?

Email [christian@mortgageclarityplatform.com](mailto:christian@mortgageclarityplatform.com), or use the Help button in your advisor top bar to send a message without leaving the app.