Interactive tools

Two kinds of tool

The Tools tab in the client workspace carries two things. Built-in Clarity tools embed inside the workspace and keep your branding around them. Tools you add yourself — a calculator on your site, a checklist PDF, a worksheet — open as links. Both appear as cards with a category, a title, a one-line description, and an estimated read or use time.

Add your own

1. 1

   Open Settings, then under the Client Workspace group open Content Library. Pick the Interactive Tools section for tools, Education Hub for articles and guides.

2. 2

   Add a link: give it a Title, the URL, and optionally a Category and a one-line Description clients see on the card. Who sees it defaults to Clients — switch it to Clients + agents to also share it with your referring partners.

   

3. 3

   Or upload a PDF. The title defaults to the filename, so set a real one — "First-Time Buyer Checklist" rather than "checklist-v4-final".

4. 4

   Or import in bulk from your own site by pointing the importer at a resources page.

5. 5

   Drag the rows to reorder them. The order clients see is the order here.

Control what appears

1. 6

   Also show the built-in Clarity library is a single toggle. Turn it off and clients see only what you added; leave it on and your material sits alongside the built-ins.

2. 7

   To hide the Tools tab entirely for your clients, use Settings → Client Workspace, which controls which tabs and home-page cards appear.

   Hiding a tab is per-advisor, not per-client. It applies to every client workspace on your account.

What makes a tool worth adding

A card the client opens once and never returns to costs you the same shelf space as one they use every week. Favor things a borrower genuinely reaches for mid-transaction — a closing-cost worksheet, a document checklist, a rent-versus-buy calculator — over general education they can find anywhere.