Hide Rate Trends (or any tab) from the client workspace

Turning off Rate Trends

Rate Trends shows up in two separate places, which is why switching off the sidebar tab can leave a rate chart on the client's home page. Both switches live in the same tab.

1. 1

   Go to Settings, then Client Workspace under the Client Workspace group.

2. 2

   Under Workspace Tabs, switch off Rate Trends. That removes it from the client's sidebar and blocks the page even if someone still has the direct link.

3. 3

   Under Home Page Cards, switch off Rate trend chart. This is the separate one — the chart on the workspace home page stays put until you turn this off too.

   If you turned off the tab and clients still see rates, this second switch is almost always the reason.

   

What else you can show or hide

Workspace Tabs controls the client's sidebar: Game Plan Recap, Call Library, Rate Trends, Education Hub, Interactive Tools, and Monitoring Your Mortgage. Home Page Cards controls the workspace home: the rate trend chart, cash offer card, game plan card, and activity feed.

1. 4

   Home and My Strategy have no switch. They are the core of the workspace and always show.

2. 5

   Everything else starts visible. A tab stays on until you explicitly turn it off, so an existing client sees no change until you opt out of something.

3. 6

   The cash offer card is the one exception: it starts off, because it only makes sense if you actually offer that program.

Who the change applies to

1. 7

   These switches are set once for your whole workspace, not per client. Turning a tab off hides it for every client you have invited and every client you invite later.

2. 8

   There is no per-client override. If one client needs something a different client should not see, that is a reason to leave the tab on and simply not populate it.

3. 9

   Changes reach open workspaces the same way report edits do, so a client with the page open does not need to do anything.

Pointing Rate Trends at your own page

If you want rates in the workspace but not the built-in outlook, you do not have to choose between on and off.

1. 10

   Leave the Rate Trends tab on and scroll to Rate Trends Source in the same settings tab.

2. 11

   Blank uses the built-in platform rate outlook: live 30-year fixed plus the Treasury signal.

3. 12

   Paste your own embeddable rate page URL to show your content instead. The home page chart follows the same source.

   The page has to allow embedding. If your site blocks it, the tab will look empty — turn the tab off instead.