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.
Live today. Connect in under a minute.
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.
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.
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.
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.
- 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.
- 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.
- 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.
- 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.
- 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.
Import calls the way Fathom does.
Import calls the way Fathom does.
- 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.
- 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.
- 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.
- 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.
- 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.
A second closing-cost source.
- 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.
- 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.
- 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.
- 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.
Import and pipeline tab, the way Sheets works.
- 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.
Deal activity into a Teams channel.
Contacts and deal stages in both directions.
Contacts and deal stages in both directions.
Contacts and deal stages in both directions.
Contacts and deal stages in both directions.
Contacts and deal stages in both directions.
The Inbox Bridge: client replies filed to the workspace.
The Inbox Bridge: client replies filed to the workspace.
Live product and pricing inside the strategy editor, under your lender’s licence.
Run Pilot and AI Build on your own key.
Run Pilot and AI Build on your own key.
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.
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.
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.