---
title: Interactive tools | Mortgage Clarity Help Center
description: The calculators and resources you expose in the client workspace.
url: https://www.mortgageclarityplatform.com/help/client-workspace/interactive-tools
site: Mortgage Clarity
updated: 2026-09-01
---

## 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.
    
    ![Settings → Content Library, adding a link](https://www.mortgageclarityplatform.com/help-figures/client-workspace__interactive-tools__1.png)
    
    Settings → Content Library, adding a link Click to enlarge
    
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.

## Related articles

[Hide Rate Trends (or any tab) from the client workspace

Which tabs and home cards your clients see, and the two places Rate Trends appears.

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

[PreviousGame Plan](https://www.mortgageclarityplatform.com/help/client-workspace/game-plan)

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.