The Strategy tab & live updates
Updated July 24, 2026
Where your client reads their report, and how your edits reach them.
What the client sees
- 1
The Strategy tab opens with a banner: the strategies you attached (as toggle pills when there is more than one), your photo and contact details, Request an address, and Schedule call.
- 2
A locked-in strategy carries a "Chosen" badge, and the report calls out that option as the chosen strategy.
- 3
The full interactive report renders below the banner: payment breakdown, closing costs, savings analysis, charts, and your video message if you recorded one.
The client Strategy tab Click to enlarge
Live updates
The open report listens for changes. When you save an edit, publish, or update the video, every open copy of that report refreshes itself within a moment: no one has to reload.
- 4
Save the strategy in the editor; that is the trigger. Unsaved edits are never visible to clients.
- 5
If a client keeps an old version on screen (a laptop that slept through the update, for example), a normal browser refresh always fetches the latest.
Not seeing updates at all? See "My report isn't updating live" under Troubleshooting.
Related articles
Still stuck?
Email christian@mortgageclarityplatform.com, or use the Help button in your advisor top bar to send a message without leaving the app.