Be Their Advisor For Life
Strategies build themselves with taxes, title and prorations already filled in, so you spend the call advising instead of calculating. Your client gets a workspace that explains every option and keeps them coming back to you for years after closing.
This is your client’s workspace. Try it.
Cards the client changes themselves
Breakeven, temporary buydown, pay-down and payment schedule, reinvestment, savings over time, interest and MI paid. Every card is interactive: the client tries a recast, moves the extra principal, and watches the balance line move. The narrative explains what it means for their life and the math sits underneath.
- You choose which cards each client sees, and in what order
- Your branding, your NMLS, your disclosures
- The math comes from the engine, never a model
Your face on the numbers
Record a personal walkthrough right on top of the analysis. The borrower hears you explain their options in two minutes, on their schedule, as many times as they need. No scheduling, no screen share invite, no fourth phone call.
- Records in the browser, attaches to the report
- Rewatched and forwarded to the people not on the call
- Call library keeps the conversation retrievable
Everyone sees the same timeline
Contract and contingencies, property and valuation, financing, closing. Every task on a timeline with its date, its owner and the red line for today, in one view for your client, their agent and your team. Nobody texts you for a status.
- Timeline, board, calendar and list views of the same tasks
- Milestone templates, notifications, and guest links for the agent
- The chosen strategy sets the stage automatically
Advisor Workspace
Two jobs: build the deal faster, and keep the client long after it closes.
Build the deal
Everything that used to eat the first hour of a new scenario, done before the call starts.
Describe the deal. The strategies build themselves.
Say the scenario out loud or type it. Two or three loan structures come back side by side with taxes, insurance, MI and title fees already applied. Community program templates for DC, Maryland and Virginia each build as their own strategy. Import your fee sheet or a competitor’s Loan Estimate and every line lands in the right column.
- Purchase, refinance, construction, bridge, and HELOC scenarios
- Competitor quotes reconciled line by line: yours, theirs, verified, the difference
- A tested calculation engine does the math, every time
Ask for the strategy. Approve the change.
Pilot sits beside every screen. Ask about a client, a strategy, or who has been active, and it looks it up. Tell it to build the next strategy and it comes back with a proposed change you apply in one click. Nothing edits itself, and nothing reaches a client until you publish.
- Reads the client’s recorded calls when you ask about them
- Every write is a proposal you approve
- Runs on Claude, by Anthropic
Property taxes and HOA dues, pulled by address, nationwide
Type any U.S. address and the county tax roll comes back: the annual bill, the monthly figure, HOA dues, assessed value and the last sale. Pick the match and the taxes and dues land in the monthly payment on their own. One click takes them back out.
- Lookups on any address in the country, from one search box
- Flags a stale bill when the county has posted a newer assessment
- Links to the official tax bill so you can verify it
Prepaids, escrow and tax prorations, from the settlement date
Pick the settlement date and the jurisdiction. Clarity knows when that county bills, what each bill covers and whether it has been paid, then collects the right reserve months, prorates the taxes per diem between buyer and seller, and counts prepaid interest to month end. Change the date and every line recalculates.
- Built for every state: 426 local tax calendars live today across DC, MD, VA, WV, NC, SC and FL, with more added as each state is verified
- Seller credit or buyer reimbursement, posted to the closing costs for you
- Bills paid in arrears, in advance, yearly or quarterly, all through one engine
Automatically pulls title and recordation fees
A live TitleCapture quote comes back with the closing fee, owner’s and lender’s title insurance, recording fees, recordation and transfer taxes, each split between buyer and seller the way the settlement statement will be. One click applies it to the closing costs.
- Title, recording and transfer taxes in one quote
- Never overwrites a quote you pulled by hand
- Insurance and dues land in the monthly payment beside the taxes
Turn on the cards this client needs
Every report starts with the core cards. Switch on the ones this client’s situation calls for: Condo Dues Impact, Investor ROI, Reinvestment Calculator, ARM Reset Analysis and seven more. Each is interactive, built from the same strategies, and stays hidden until you turn it on.
- Set your defaults once and every new client starts from them
- Arrange the order and the column of every card
- ARM Reset Analysis plays every SOFR level against the fixed rate, through to the lifetime cap
Grow the business
What keeps working after the deal closes, for you, your clients and the agents who refer you.
Condo documents, reviewed before the contract
Name the building and see what the agencies already say. Drop in the package (bylaws, budget, questionnaire, certificate of insurance) and Clarity reads every page against the agency rules in force on the application date. Red flags, items to watch and anything it could not test come back with the page they came from. You work through them, then release a sheet the agent can hand to a seller.
- Conventional, VA and FHA answered side by side
- Every finding links to the page that says so
- Nothing reaches a seller until you release it, under your name and NMLS
Record the workspace once. Get a finished video back.
Open a Strategy Only workspace and talk through it. Studio cuts the long pauses, zooms in where you clicked, and hands back a video sized for YouTube, Reels, your website or a client’s inbox. Have Clarity tighten the edit, or cut a 60 second vertical from the same take.
- Horizontal, vertical, portrait and square exports from one recording
- Records the workspace only, never the rest of your screen
- A share page with your name on it, hidden from search engines
Your closed book, watched nightly
Every funded loan gets a strike rate. Clarity sweeps the book nightly, ranges everyone against the survey average, and when a client crosses, the draft refi strategy is already built with costs from your fee sheet. One click opens it. Import your back book from a CSV to start.
- Refi ready, drop MI, equity rich and quiet views of the same book
- An indication, never a quote, until you say otherwise
- The client sees the same watch inside their workspace
Bring your agents into the loop
Give every agent partner a workspace of their own: a live view of their buyers in your pipeline, program playbooks, condo lookup, and one-click referrals. The advisors agents remember are the ones who make them look good in front of their own client.
- Milestones agents can check without calling you
- Separate internal and agent-visible note lanes
- Unlimited free agent seats on every plan
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.