---
title: Getting Started | Mortgage Clarity Help Center
description: Accounts, the dashboard, and your brand setup.
url: https://www.mortgageclarityplatform.com/help/getting-started
site: Mortgage Clarity
updated: 2026-09-01
---

# Getting Started

Accounts, the dashboard, and your brand setup.

5 articles

[Create your advisor account & sign in

Set up your Mortgage Clarity advisor account and get to your dashboard.

](https://www.mortgageclarityplatform.com/help/getting-started/create-account-sign-in)[Tour of the advisor dashboard

Where everything lives: navigation, quick actions, and your clients table.

](https://www.mortgageclarityplatform.com/help/getting-started/dashboard-tour)[Set up your brand kit & profile

Your identity and branding flow onto every client-facing report and workspace.

](https://www.mortgageclarityplatform.com/help/getting-started/brand-kit-profile)[Replay the guided tour

Walk through building a workspace end to end again, one step at a time.

](https://www.mortgageclarityplatform.com/help/getting-started/guided-tour)[Plans & billing

Your plan, seats, payment method, and invoice history.

](https://www.mortgageclarityplatform.com/help/getting-started/plans-billing)