---
title: Clients & Workspaces | Mortgage Clarity Help Center
description: Create clients, send invites, and preview what they see.
url: https://www.mortgageclarityplatform.com/help/clients-workspaces
site: Mortgage Clarity
updated: 2026-09-01
---

# Clients & Workspaces

Create clients, send invites, and preview what they see.

5 articles

[Create a client and workspace

Every client gets a workspace: their file on your side, their portal on theirs.

](https://www.mortgageclarityplatform.com/help/clients-workspaces/create-client-workspace)[Invite a client to their workspace

Send the invite email and understand how clients sign in.

](https://www.mortgageclarityplatform.com/help/clients-workspaces/invite-client)[View a workspace as your client

Preview exactly what your client sees, without using an invite.

](https://www.mortgageclarityplatform.com/help/clients-workspaces/view-as-client)[Client types

The designations you can assign to each client, and how to customize the list.

](https://www.mortgageclarityplatform.com/help/clients-workspaces/client-types)[Co-borrowers

Adding a co-borrower or spouse, and what they can see.

](https://www.mortgageclarityplatform.com/help/clients-workspaces/co-borrowers)