---
title: "Couldn't load this client's workspace" | Mortgage Clarity Help Center
description: The three variants of the workspace error screen and what each one means.
url: https://www.mortgageclarityplatform.com/help/troubleshooting/workspace-error-screen
site: Mortgage Clarity
updated: 2026-09-01
---

## 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.  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.  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.  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](https://www.mortgageclarityplatform.com/help-figures/troubleshooting__workspace-error-screen__1.png)
    
    The workspace error screen Click to enlarge
    

## Related articles

[View a workspace as your client

Preview exactly what your client sees, without using an invite.

](https://www.mortgageclarityplatform.com/help/clients-workspaces/view-as-client)[Sign-in issues (401s)

Who signs in where, and what to do when a session expires.

](https://www.mortgageclarityplatform.com/help/troubleshooting/signin-issues)

[Next Sign-in issues (401s)](https://www.mortgageclarityplatform.com/help/troubleshooting/signin-issues)

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.