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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“‘ Documents and templates

Updated 8 months ago


πŸ”” Notification preferences
πŸ‘οΈ Access permissions