What shipped.
Every production release, dated, in plain language. Only what is live for advisors goes here.
Client overview, advisor email card, game plan provenance
- The client overview is one dashboard: the strategies list, a picker column, and three jump cards. The separate Edit Strategies tab is gone.
- Emails you send from Clarity carry your advisor card as the signature.
- Every Game Plan Recap draft records where it came from: a call, a PDF, a document or pasted text.
Billing, branch contracts, documents from Drive, Dropbox and Box, Slack
- Subscription billing with Stripe, dunning, and paid support seats for an assistant or processor.
- Branch and enterprise plans are a contract on the organisation, so every advisor under it inherits the plan.
- Google Drive, Dropbox and Box copy a borrower document onto the client record and keep the link to the original.
- Slack posts deal activity to a channel you choose: first opens, clients coming back, homeowner requests, competing quotes.
- Admin console redesigned: sidebar, roles, admins and an AI usage ledger.
Google Sheets, every call recorder, the Game Plan section
- Google Sheets imports a book of clients once and keeps one pipeline tab up to date every hour. Never a two-way sync.
- Zoom, Google Meet, Fireflies and tl;dv file calls into the Call Library the way Fathom does.
- The Game Plan section reads top-down, drafts in the open, and edits in place.
Fathom on demand, connection grants, the recap as a letter, the agent phone shell
- Pull a Fathom call in on demand. Every connection now says exactly what it may do, and you grant each one.
- The Game Plan Recap is set like a letter, on your brand, and is editable because its structure is kept.
- Pilot reads the client’s recorded calls when you ask about them.
- Pick your Schedule Call link from Cal.com, Calendly, Google Calendar or Microsoft Bookings instead of pasting it.
- Agents get a phone shell: Home, Playbooks, Pipeline, Contract, More.
- Shared links show a real product preview image.
The advisor app on a phone
- Advisor phone shell: Today, Clients, New, Radar, More. The Refi Radar book reads as cards.
- The strategy editor works on a phone: sticky step bar, strategy strip, live client search, typed close date.
- Pop-ups open as overlay sheets on phones and as dialogs on a desk.
- The client Home opens on a stage hero, and itemized fee names wrap instead of snapping mid-word.
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.