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v1.0

Guides

General

👋 Welcome to the Knowledge Base for brokers
🤩 Why use Middle? (Features you'll love!)
🏁 Quick Start Guide
🥇 Best Practice Guide
❓ FAQs
⏯️ Video demos
✨ 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
📝 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

Customer platform

Overview
Starting the Discovery Journey
Your property
Your details
Your finances
Your loan
Documents
- Bank statements
- Upload documents
Review & submit

tips

Engaging with your clients about Middle

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Documents

Documents & additional actions contains the following steps:

Bank statements
Upload documents

Updated about 1 year ago