---
title: Client types | Mortgage Clarity Help Center
description: The designations you can assign to each client, and how to customize the list.
url: https://www.mortgageclarityplatform.com/help/clients-workspaces/client-types
site: Mortgage Clarity
updated: 2026-09-01
---

## What a client type is for

A client type is a label on the client record. It is how you sort and filter your clients table, and it is the fastest way to answer "who are my first-time buyers this quarter?" without reading every row. It does not change the math and your client never sees it.

## The built-in types

Every account starts with five: First-Time Buyer, Move-Up Buyer, Homeowner (Refinance), Real Estate Investor, and Agent Referral. These cover most books as they are.

## Set the type on a client

1.  1
    
    Open the client from your dashboard, or create a new one with New Client.
    
2.  2
    
    Choose from the Client Type field in the client's information form.
    
3.  3
    
    Save. The type shows as a column in your clients table, which you can sort by.
    
    ![Client Type on the client information form](https://www.mortgageclarityplatform.com/help-figures/clients-workspaces__client-types__1.png)
    
    Client Type on the client information form Click to enlarge
    

## Customize the list

The five built-ins are a starting point, not a fixed set. If your book runs on different distinctions — a divorce buyout practice, physician loans, relocation — rename them or add your own.

1.  4
    
    Open Settings, then under the Clients group open Client Types.
    
2.  5
    
    Type a name into Add a client type and add it. Example: "Divorce Buyout".
    
3.  6
    
    Rename or remove any existing type, including the built-ins.
    
    ![Settings → Client Types with a custom type added](https://www.mortgageclarityplatform.com/help-figures/clients-workspaces__client-types__2.png)
    
    Settings → Client Types with a custom type added Click to enlarge
    
4.  7
    
    Reset the list back to the five built-ins at any time if you want to start over.
    
    Removing a type does not delete clients. Clients already carrying that type keep the value on their record; the type just stops being offered for new ones.
    

## Related 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)[Co-borrowers

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

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

[PreviousView a workspace as your client](https://www.mortgageclarityplatform.com/help/clients-workspaces/view-as-client)[Next Co-borrowers](https://www.mortgageclarityplatform.com/help/clients-workspaces/co-borrowers)

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.