---
title: The Strategy tab & live updates | Mortgage Clarity Help Center
description: Where your client reads their report, and how your edits reach them.
url: https://www.mortgageclarityplatform.com/help/client-workspace/strategy-tab-live
site: Mortgage Clarity
updated: 2026-09-01
---

## What the client sees

1.  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.  2
    
    A locked-in strategy carries a "Chosen" badge, and the report calls out that option as the chosen strategy.
    
3.  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](https://www.mortgageclarityplatform.com/help-figures/client-workspace__strategy-tab-live__1.png)
    
    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.

1.  4
    
    Save the strategy in the editor; that is the trigger. Unsaved edits are never visible to clients.
    
2.  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

[Schedule call & contact options

How clients book time with you and reach you from the workspace.

](https://www.mortgageclarityplatform.com/help/client-workspace/schedule-contact)[Publish & share a report

Turn a draft strategy into the live report your client sees.

](https://www.mortgageclarityplatform.com/help/reports-publishing/publish-share)[My report isn't updating live

What triggers a live refresh and the fallback when one is missed.

](https://www.mortgageclarityplatform.com/help/troubleshooting/report-not-updating)

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

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.