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General

  • πŸ‘‹ Welcome to the Knowledge Base for brokers
  • 🀩 Why use Middle? (Features you'll love!)
  • 🏁 Quick Start Guide
  • πŸ₯‡ Best Practice Guide
  • ❓ FAQs
  • ✨ New features! Check the roadmap

Broker platform

  • 🐣 The Basics
  • πŸ€” Choosing a plan
  • πŸš€ Send a Discovery Journey
  • πŸ“” Your Credit Guide
  • πŸ‘€ Discovery Journeys (view all)
  • 🧐 View a Discovery Journey
    • Overview page
    • Property details
    • Financing details (Asset finance)
    • Applicant details
    • Finances landing page
    • Client transactions & analysis
    • Declared vs. Identified Data
    • Assets
    • Income
    • Liabilities
    • Expenses
    • Loan details
    • Documents, Additional actions and Bank statements
    • Insights & Flags
  • πŸ“ Edit a Discovery Journey (Co-pilot mode)
  • πŸ‘€ Profile
  • πŸ”— Referral link / Lead Gen link
  • πŸ€Όβ€β™€οΈ Team management
  • πŸ’³ Billing
  • βš™οΈ Preferences
  • πŸ”” Notification preferences
  • πŸ“‘ Documents and templates
  • πŸ‘οΈ Access permissions
  • πŸ“§πŸ’¬ Email & SMS comms sent to clients
  • Open Banking: Faster, safer, and easier financial data sharing
  • 🀝 Partner integrations
    • Finsure - Signing up to Middle
    • Finsure - Send a Discovery Journey from Infynity
    • Finsure - Importing into Infynity

Customer platform

  • Overview
    • High-level customer journey
    • Primary vs secondary applicant experience
    • Navigating the client experience
  • Starting the Discovery Journey
  • Your property
  • Your details
  • Your finances
    • Bank account entry
    • Review accounts
    • Assets
    • Income
    • Employment history
    • Liabilities
    • Monthly expenses
  • Your loan
  • Documents
    • Bank statements
    • Upload documents
  • Review & submit

tips

  • Engaging with your clients about Middle
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πŸ‘‹ Welcome to the Knowledge Base for brokers

Here you will find everything you need to get moving with Middle and make the most of our amazing technology!

Updated 10 months ago


🀩 Why use Middle? (Features you'll love!)