Schedule call & contact options
Updated July 24, 2026
How clients book time with you and reach you from the workspace.
Booking a call
- 1
Schedule call appears in the Strategy tab banner and on the report's scheduling buttons.
- 2
Booking opens in a popup inside the workspace with your scheduling page embedded, so the client never leaves the platform. A small "New tab" link is there for schedulers that refuse to embed.
The in-app scheduling popup Click to enlarge - 3
The scheduling link comes from your advisor profile; if none is set, the buttons simply do not render.
Other contact paths
- 4
Your phone number and email in the banner are tap-to-call and tap-to-email links.
- 5
Request an address lets the client send you a property address to run; it lands in your dashboard as an open request.
- 6
The sidebar's advisor card carries a "Send a message" email link as well.
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Still stuck?
Email christian@mortgageclarityplatform.com, or use the Help button in your advisor top bar to send a message without leaving the app.