"Couldn't load this client's workspace"
Updated July 24, 2026
The three variants of the workspace error screen and what each one means.
Why this screen exists
When a workspace preview or a client's own workspace fails to load, the platform shows an explicit error instead of quietly falling back to demo data. The message tells you which case you hit.
The three variants
Clients see the same screen with client-appropriate copy: an expired session asks them to open their invite link again or sign in.
- 1
"Your advisor session has expired. Sign in to the advisor dashboard and try View as client again." Your advisor login lapsed mid-preview. Press Go to advisor dashboard, sign in, and reopen the preview.
- 2
"This client isn't in your book. You may be signed in as a different advisor than the one who owns this client." The signed-in advisor account does not own this client. Sign in with the owning advisor account, or open one of your own clients.
- 3
"Something went wrong loading the preview. Refresh to try again." A temporary server or network failure. Press Refresh; if it persists, send us a note from the Help button.
The workspace error screen Click to enlarge
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Still stuck?
Email christian@mortgageclarityplatform.com, or use the Help button in your advisor top bar to send a message without leaving the app.