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👋 Welcome to the Knowledge Base for brokers
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General
👋 Welcome to the Knowledge Base for brokers
🤩 Why use Middle? (Features you'll love!)
🏁 Quick Start Guide
🥇 Best Practice Guide
❓ FAQs
✨ New features! Check the roadmap
Broker platform
🐣 The Basics
🤔 Choosing a plan
🚀 Send a Discovery Journey
📔 Your Credit Guide
👀 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
📝 Edit a Discovery Journey (Co-pilot mode)
👤 Profile
🔗 Referral link / Lead Gen link
🤼♀️ Team management
💳 Billing
⚙️ Preferences
🔔 Notification preferences
📑 Documents and templates
👁️ Access permissions
📧💬 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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