What is the Middle broker portal?

The Middle broker portal is your one-stop destination to:

1. Review your customer Discovery Journey (fact-find) responses
2. Access the full suite of all information that has been collected for a customer (e.g. CoreLogic, Basiq & CCR)
3. Request & view documents collected from your clients
   
   

Sound good? Let's get started! 🚀

Logging into the Broker Portal

Navigate to the Middle Broker Portal directly

1. Type https://brokers.middle.finance/login into your web browser
2. Enter your email address
3. Follow the prompts

OR

Login via the link in your email notification

After sending a Discovery Journey look for the email confirmation we sent you - there'll be a login link there!

1. In the email click on 'Login to Broker Portal' button / link
2. Enter your email address (the same one you received the email link from)
3. Follow the prompts

Navigating the Broker Portal

1. Middle logo: Takes you to the Discovery Journeys page
2. Support menu: Opens the Support menu
3. User menu: Opens the user menu

Support & Training menu

Introductory training session

New to Middle or looking for a refresher? Book in to a training session to learn how to use and get the most out of Middle. Book in training

Q&A catch-up session

No agenda, no worries - jump on for this informal session if you have any questions, suggestions or feedback for the Middle team. Book in a catch-up

Knowledge base

You're reading this right now! You legend 👏

User menu

Manage account

Go to 'Manage account' to view and edit the following:

Profile

Customise display details to your clients and manage some Discovery Journey preferences (e.g. auto-send credit guide). Find out more

Billing & Team management (admin broker only)

You can see an overview of your subscription details and manage team member activation. Find out more

From here you can also manage your billing details and subscription in Stripe. Find out more

Documents & templates

Create templates to speed up your document request. You can also override the default description for any documents. Find out more

Access permissions

A view only summary of who can act on your behalf (other brokers and/or assistants) and who you can act on behalf of. If you're the admin, you can manage access permissions in Billing & Team management.

Upcoming features

Take a peek at what's being worked on or suggest your own improvements. View upcoming features

Navigating within a Discovery Journey

• You can navigate around a Discovery Journey using the left-hand-side navigation bar
  OR
• Use the 'more details' links found on various widgets in the Application overview page