---
title: Settings & Customization | Mortgage Clarity Help Center
description: Defaults, templates, team, and integrations.
url: https://www.mortgageclarityplatform.com/help/settings
site: Mortgage Clarity
updated: 2026-09-01
---

# Settings & Customization

Defaults, templates, team, and integrations.

6 articles

[Navigate Settings on mobile

Settings is a two-screen drill-down on phones. Here is the map.

](https://www.mortgageclarityplatform.com/help/settings/settings-mobile)[Fee templates

Reusable closing-cost bundles by jurisdiction or loan type.

](https://www.mortgageclarityplatform.com/help/settings/fee-templates)[Hide Rate Trends (or any tab) from the client workspace

Which tabs and home cards your clients see, and the two places Rate Trends appears.

](https://www.mortgageclarityplatform.com/help/settings/client-workspace-config)[Team & collaborators

Put your production partner and processor on reports, and give an assistant access to your book.

](https://www.mortgageclarityplatform.com/help/settings/team)[Notifications

Which emails you receive as clients interact with their workspace.

](https://www.mortgageclarityplatform.com/help/settings/notifications)[Integrations

CRM, pricing, closing costs, AI, chat, and calendar connections.

](https://www.mortgageclarityplatform.com/help/settings/integrations)