---
title: Notifications | Mortgage Clarity Help Center
description: Which emails you receive as clients interact with their workspace.
url: https://www.mortgageclarityplatform.com/help/settings/notifications
site: Mortgage Clarity
updated: 2026-09-01
---

## How the toggles work

Everything defaults ON. Some alerts are live today and some are built but not yet sending; the ones that are not are badged "Coming soon". Setting one of those now is not wasted — the preference is stored and takes effect automatically the day that alert ships, so you do not have to come back.

1.  1
    
    Open Settings, then under the You group open Notifications. It sits under You because these are your own preferences — teammates in your book control theirs from their own account.
    
2.  2
    
    Flip any toggle. It saves immediately; there is no save button.
    
    ![Settings → Notifications with the three categories](https://www.mortgageclarityplatform.com/help-figures/settings__notifications__1.png)
    
    Settings → Notifications with the three categories Click to enlarge
    

## Client Activity

The moments that deserve a same-day follow-up.

1.  3
    
    First workspace open (live) — the moment a client signs in for the first time. This is the single best follow-up window you get; if you only keep one notification, keep this one.
    
2.  4
    
    Scenario & address requests (live) — a client asked for numbers on a new address from inside their workspace.
    
3.  5
    
    Published report viewed (coming soon) — a client opened a strategy report you published.
    
4.  6
    
    AI chat questions (coming soon) — what a client asked the workspace AI, which tells you what they are actually worried about.
    
5.  7
    
    Client re-engages after going quiet (coming soon) — a client comes back after 14+ days away, often a sign they are active again.
    

## Email & Invites

1.  8
    
    CC me on workspace invites (live) — a copy of every invite sent to your clients and agent partners, so you know exactly when and what they received. Useful when a client says they never got it.
    
2.  9
    
    Invite not opened after 3 days (coming soon) — a nudge to follow up by phone when an invited client still has not opened their workspace.
    

## Digests

Summaries instead of one-off pings, for advisors who would rather read one email than ten.

1.  10
    
    Weekly engagement summary (coming soon) — one Monday email: who visited, what they viewed, which clients went quiet.
    
2.  11
    
    Daily activity roll-up (coming soon) — an end-of-day summary instead of individual alerts.
    

## 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)[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)

[PreviousTeam & collaborators](https://www.mortgageclarityplatform.com/help/settings/team)[Next Integrations](https://www.mortgageclarityplatform.com/help/settings/integrations)

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.