---
title: Create a client and workspace | Mortgage Clarity Help Center
description: Every client gets a workspace: their file on your side, their portal on theirs.
url: https://www.mortgageclarityplatform.com/help/clients-workspaces/create-client-workspace
site: Mortgage Clarity
updated: 2026-09-01
---

## Add a new client

1.  1
    
    Press New Client on your dashboard (desktop) or the New tile in the mobile hero.
    
2.  2
    
    Under "Client details", enter their name, email, and phone, then submit.
    
3.  3
    
    Their Client Workspace opens immediately. To reopen someone you already have, search under "Pick an existing client" beside the form.
    

## Inside a client

A client has four working areas: Client Overview, Workspace setup, Edit Strategies, and Chat. On a phone they appear as a grid of tiles under the client's name; on desktop they run down the left rail.

1.  4
    
    Client Overview shows setup status, recent strategies, notes, and goals.
    
2.  5
    
    Workspace setup controls everything the client sees in their Client Workspace, including the invite.
    
3.  6
    
    Edit Strategies is where analyses are built and published.
    

## Related articles

[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)[Create your first strategy with AI Create

Describe the deal in plain English; the builder opens pre-filled.

](https://www.mortgageclarityplatform.com/help/strategies/ai-create-strategy)

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

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.