--- title: Integrations | What Mortgage Clarity connects to, and what each connection may do description: Every connector Mortgage Clarity offers with an honest status. Live today: Fathom, Zoom, Google Meet, Fireflies and tl;dv call import, Cal.com, Calendly, Microsoft Bookings and Google Calendar scheduling, TitleCapture closing costs, Google Drive, Dropbox and Box documents, Google Sheets, Slack. Coming: CRMs, email, Optimal Blue, bring-your-own AI keys. For each one: what it reads, what it writes, what it never does. url: https://www.mortgageclarityplatform.com/integrations site: Mortgage Clarity updated: 2026-10-15 --- # Connect the tools you already run. Clarity does the in-between. Your calendar becomes the Schedule Call button. Your recorded calls land in the client’s library with a Game Plan drafted. Your spreadsheet becomes a book of clients on watch. Connect once, choose what Clarity may do, and it shows up where you already work. [See every connection](#directory)[See a personalized demo](https://meetings-na2.hubspot.com/ckosko) mortgageclarityplatform.com/advisor/settings/integrations Live today. Connect in under a minute. ![](https://www.google.com/s2/favicons?domain=fathom.video&sz=64)Fathom![](https://www.google.com/s2/favicons?domain=zoom.us&sz=64)Zoom![](https://www.google.com/s2/favicons?domain=meet.google.com&sz=64)Google Meet![](https://www.google.com/s2/favicons?domain=fireflies.ai&sz=64)Fireflies![](https://www.google.com/s2/favicons?domain=tldv.io&sz=64)tl;dv![](https://www.google.com/s2/favicons?domain=cal.com&sz=64)Cal.com![](https://www.google.com/s2/favicons?domain=calendly.com&sz=64)Calendly![](https://www.google.com/s2/favicons?domain=microsoft.com&sz=64)Microsoft Bookings![](https://www.google.com/s2/favicons?domain=calendar.google.com&sz=64)Google Calendar![](https://www.google.com/s2/favicons?domain=titlecapture.com&sz=64)TitleCapture![](https://www.google.com/s2/favicons?domain=drive.google.com&sz=64)Google Drive![](https://www.google.com/s2/favicons?domain=dropbox.com&sz=64)Dropbox![](https://www.google.com/s2/favicons?domain=box.com&sz=64)Box![](https://www.google.com/s2/favicons?domain=docs.google.com&sz=64)Google Sheets![](https://www.google.com/s2/favicons?domain=slack.com&sz=64)Slack ## Connect once. Decide what it may do. Then forget it is there. A connection is not a sync. It is a set of things Clarity is allowed to do on your behalf, each one a switch you can see. ![](https://www.google.com/s2/favicons?domain=fathom.video&sz=64) Fathom you@yourcompany.com Connected ![](https://www.google.com/s2/favicons?domain=docs.google.com&sz=64) Google Sheets Import your book, export your pipeline Connect ### 1Connect the account One click through the provider’s own sign-in, or paste a booking link. Credentials stay with the auth gateway, never in Clarity, and you can revoke from either side. What Clarity may do with your Google Sheets Import a book of clients from a sheet Once, when you ask. Never overwrites what is already here. Keep a pipeline tab up to date Rewrites one tab, every hour. Nothing is read back. ### 2Choose what it may do Every connected account shows the exact things Clarity can do with it. Each is a switch. Only what you leave on ever runs, and the server honors the same switches your screen shows. Schedule a callBook with your advisor Call Library3 calls, latest Tuesday Game Plan RecapDraft, awaiting your review ### 3It shows up where you work The booking link becomes the Schedule Call button in every client workspace. Calls file themselves into the client’s library. Your pipeline tab stays current. Nothing new to open. ## Every connection, with an honest status Live means you can connect it today. Built in means there is nothing to connect. Coming soon means the card exists and the pipeline behind it does not yet. Nothing here is upgraded because it is almost done. AllCall recordingSchedulingClosing costsFiles and documentsSpreadsheetsChatCRM and marketingEmailPricing enginesBring your own AI31 connections ![](https://www.google.com/s2/favicons?domain=fathom.video&sz=64)FathomLive Call recording Reads Your recordings and transcripts, only for the call you pick. Writes Files the call into the client’s Call Library and drafts a Game Plan Recap for you to edit and publish. Never Imports anything on its own, or sends anything to the client. ![](https://www.google.com/s2/favicons?domain=zoom.us&sz=64)ZoomLive Call recording Reads Your cloud recordings, only for the call you pick. Writes Files the call into the client’s Call Library and drafts a Game Plan Recap for you to edit and publish. Never Imports anything on its own, or sends anything to the client. ![](https://www.google.com/s2/favicons?domain=meet.google.com&sz=64)Google MeetLive Call recording Reads Your Meet transcripts, only for the call you pick. Writes Files the call into the client’s Call Library and drafts a Game Plan Recap for you to edit and publish. Never Imports anything on its own, or sends anything to the client. ![](https://www.google.com/s2/favicons?domain=fireflies.ai&sz=64)FirefliesLive Call recording Reads Your Fireflies meetings, only for the call you pick. Writes Files the call into the client’s Call Library and drafts a Game Plan Recap for you to edit and publish. Never Imports anything on its own, or sends anything to the client. ![](https://www.google.com/s2/favicons?domain=tldv.io&sz=64)tl;dvLive Call recording Reads Your tl;dv meetings, only for the call you pick. Writes Files the call into the client’s Call Library and drafts a Game Plan Recap for you to edit and publish. Never Imports anything on its own, or sends anything to the client. ![](https://www.google.com/s2/favicons?domain=avoma.com&sz=64)AvomaComing soon Call recording Import calls the way Fathom does. ![](https://www.google.com/s2/favicons?domain=gong.io&sz=64)GongComing soon Call recording Import calls the way Fathom does. ![](https://www.google.com/s2/favicons?domain=cal.com&sz=64)Cal.comLive Scheduling Reads Your upcoming bookings, when you ask Pilot about your calendar or whether a client has a call booked. Writes The Schedule Call link on your client pages. Never Overwrites a link you set by hand, or creates events. ![](https://www.google.com/s2/favicons?domain=calendly.com&sz=64)CalendlyLive Scheduling Reads Your event types, to fill the Schedule Call link. Writes The Schedule Call link on your client pages. Never Overwrites a link you set by hand, or creates events. ![](https://www.google.com/s2/favicons?domain=microsoft.com&sz=64)Microsoft BookingsLive Scheduling Reads Your event types, to fill the Schedule Call link. Writes The Schedule Call link on your client pages. Never Overwrites a link you set by hand, or creates events. ![](https://www.google.com/s2/favicons?domain=calendar.google.com&sz=64)Google CalendarLive Scheduling Reads Your upcoming bookings, when you ask Pilot about your calendar or whether a client has a call booked. Writes The Schedule Call link on your client pages. Never Overwrites a link you set by hand, or creates events. ![](https://www.google.com/s2/favicons?domain=titlecapture.com&sz=64)TitleCaptureBuilt in Closing costs Reads The property, price, loan amount and closing date on the analysis. Writes Title charges, recording fees and transfer taxes as closing-cost rows, split buyer and seller. Never Overwrites a quote you pulled by hand. ![](https://www.google.com/s2/favicons?domain=lodestarss.com&sz=64)LodeStarComing soon Closing costs A second closing-cost source. ![](https://www.google.com/s2/favicons?domain=drive.google.com&sz=64)Google DriveLive Files and documents Reads The file you pick, for the client you pick. Writes A copy of the document onto the client record, with a link back to the original. Never Browses your drive, syncs folders, or writes back to it. ![](https://www.google.com/s2/favicons?domain=dropbox.com&sz=64)DropboxLive Files and documents Reads The file you pick, for the client you pick. Writes A copy of the document onto the client record, with a link back to the original. Never Browses your drive, syncs folders, or writes back to it. ![](https://www.google.com/s2/favicons?domain=box.com&sz=64)BoxLive Files and documents Reads The file you pick, for the client you pick. Writes A copy of the document onto the client record, with a link back to the original. Never Browses your drive, syncs folders, or writes back to it. ![](https://www.google.com/s2/favicons?domain=docs.google.com&sz=64)Google SheetsLive Spreadsheets Reads A sheet of clients, once, when you ask. Matched by email then name. Writes One pipeline tab in a spreadsheet Clarity made, rewritten every hour. Never Overwrites what is already in Clarity, or reads the pipeline tab back. ![](https://www.google.com/s2/favicons?domain=microsoft.com&sz=64)ExcelComing soon Spreadsheets Import and pipeline tab, the way Sheets works. ![](https://www.google.com/s2/favicons?domain=slack.com&sz=64)SlackLive Chat Reads Nothing. Writes Deal activity to a channel you choose: first opens, clients coming back, homeowner requests, competing quotes. Never Posts borrower financial details, or reads your channels. ![](https://www.google.com/s2/favicons?domain=microsoft.com&sz=64)Microsoft TeamsComing soon Chat Deal activity into a Teams channel. ![](https://www.google.com/s2/favicons?domain=hubspot.com&sz=64)HubSpotComing soon CRM and marketing Contacts and deal stages in both directions. ![](https://www.google.com/s2/favicons?domain=totalexpert.com&sz=64)Total ExpertComing soon CRM and marketing Contacts and deal stages in both directions. ![](https://www.google.com/s2/favicons?domain=salesforce.com&sz=64)SalesforceComing soon CRM and marketing Contacts and deal stages in both directions. ![](https://www.google.com/s2/favicons?domain=gohighlevel.com&sz=64)GoHighLevelComing soon CRM and marketing Contacts and deal stages in both directions. ![](https://www.google.com/s2/favicons?domain=candid.com&sz=64)CandidComing soon CRM and marketing Contacts and deal stages in both directions. ![](https://www.google.com/s2/favicons?domain=gmail.com&sz=64)GmailComing soon Email The Inbox Bridge: client replies filed to the workspace. ![](https://www.google.com/s2/favicons?domain=outlook.com&sz=64)OutlookComing soon Email The Inbox Bridge: client replies filed to the workspace. ![](https://www.google.com/s2/favicons?domain=optimalblue.com&sz=64)Optimal BlueComing soon Pricing engines Live product and pricing inside the strategy editor, under your lender’s licence. ![](https://www.google.com/s2/favicons?domain=anthropic.com&sz=64)ClaudeComing soon Bring your own AI Run Pilot and AI Build on your own key. ![](https://www.google.com/s2/favicons?domain=openai.com&sz=64)ChatGPTComing soon Bring your own AI Run Pilot and AI Build on your own key. ![](https://www.google.com/s2/favicons?domain=gemini.google.com&sz=64)GeminiComing soon Bring your own AI Run Pilot and AI Build on your own key. ### Don’t see the connection you use most? Request it. The next connector is the one advisors ask for by name. [Request a connection](mailto:sales@mortgageclarityplatform.com?subject=Integration%20request&body=The%20tool%20I%20use%20most%20is%3A%20) ## Safe by default. The details live in the trust center. ### Secure sign-in You authorize through the provider’s own OAuth. Clarity holds a reference, never the password. ### Approval before action Imports suggest, you confirm. Drafts wait for you. Nothing reaches a client until you publish. ### Per-tool permissions, your pick Every connected account shows its switches. Only what you leave on ever runs. ### Revoke from either side Disconnect in Clarity or at the provider and the connection is dead. What you already imported stays yours. ### Status out, never documents What Clarity writes back is derived status. Borrower documents and full financials never leave. [Read the trust center](https://www.mortgageclarityplatform.com/security) ## Questions advisors ask Is every connection on every plan? Calendar connections are on every plan. Call recording, closing costs, spreadsheets, files and chat are Originate and above. CRM and pricing engines arrive on Retain and above when they ship. Agent seats never pay for any of it. Does my client see any of this? They see the results: a Schedule Call button that lands on your calendar, a Call Library with the calls they were on, a Game Plan Recap once you publish it. The connections themselves are yours alone. What happens when I disconnect? The connection stops immediately and the credential reference is discarded. Calls, recaps and clients you already brought in stay in Clarity. Nothing is deleted on the provider’s side. ## Give your clients clarity. The advisors who explain best get remembered best. Mortgage Clarity is invite only for now, and founding members are invited first. [Get Founding Member Access](https://www.mortgageclarityplatform.com/vip)[See a personalized demo](https://meetings-na2.hubspot.com/ckosko)