The customer platform is what customers will see when completing the Middle Discovery Journey. The journey takes the user from email invitation, to a 4 step 'fact-find' including learning about The Property, Personal Details, Financial Situation and Loan preferences, to lastly document upload.

In this section, we will go through these steps in more detail to provide you with information about the client experience so you are well equipped to help your client if they need it.

About your client's digital experience

The middle experience has been designed and optimised so they your client can complete it on any device size - Desktop, Tablet or Mobile!

While the whole experience should only take a customer around 15 minutes to complete the application auto-saves upon completion of every step, allowing the client to complete the journey in multiple bite sized chunks if required.

Co-applicants
If your customer is completing this with a co-applicant, it's important to make sure they understand that their co-applicant is required to complete some parts of the journey using their own invite link as the following can only be completed by them and not on their behalf:

• Personal details (including ID verification)
• Bank account entry