---
title: Navigate Settings on mobile | Mortgage Clarity Help Center
description: Settings is a two-screen drill-down on phones. Here is the map.
url: https://www.mortgageclarityplatform.com/help/settings/settings-mobile
site: Mortgage Clarity
updated: 2026-09-01
---

## Menu and detail

1.  1
    
    Open Settings from the bottom tab bar. On a phone you land on the menu: grouped sections (You, Business, Advisor Workspace, Client Workspace, Agent Workspace, Analyses & Reports, Integrations & AI).
    
2.  2
    
    Tap any section to open it full screen.
    
3.  3
    
    Use the All settings button at the top of a section to return to the menu.
    
    ![Settings menu and drill-down on mobile](https://www.mortgageclarityplatform.com/help-figures/settings__settings-mobile__1.png)
    
    Settings menu and drill-down on mobile Click to enlarge
    
4.  4
    
    Deep links still work: arriving with a specific section in the URL opens that section directly.
    

## What lives where

The groups read top to bottom: You holds what belongs to you personally — your profile, the emails you get, your connected inbox. Business is your brand, your team, and your plan. Advisor Workspace shapes your own dashboard. Client Workspace controls everything clients see, including their content library, under-contract defaults, client types, and how they sign in. Agent Workspace does the same for referring agents. Analyses & Reports seeds every new analysis — report defaults, fee templates, default fees. Integrations & AI connects outside tools and your AI knowledge.

## Related articles

[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)[Tour of the advisor dashboard

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

](https://www.mortgageclarityplatform.com/help/getting-started/dashboard-tour)

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

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.