Email name	Triggered when...	To...
Email invitation	You send a Discovery Journey	All applicants
SMS invitation	You send a Discovery Journey from the Middle Broker Portal, and provide an AU (or NZ) mobile no.	All applicants
Credit Guide	Client accepts our 'Terms of Use', and starts the Discovery Journey	All applicants
Prompt to start	Secondary applicant has done their part, or opted to allow the Primary to declare their details on their behalf	Primary applicant
Reminder to start	Applicants have not started the Discovery Journey at 2, 5 and 10 days	All applicants
Document request update	You edit the Document request list	Primary applicant

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Remember to setup your branding in your Profile
Ensure you've setup your Profile so that we can use the following in any emails sent to your client:

Brokerage logo (optional), else we won't show any logo

Profile photo (optional), else we'll show a generic image of a phone next to your contact details

Broker display name (optional), else we'll use your account name

Brokerage display name (optional), else we'll use the brokerage name under Account details

Broker contact email (optional), else we'll show your account email

Broker contact number (optional), else we'll show your account contact number

Brokerage website URL (optional), else we won't show URL

In our July '25 update we made some enhancements to put more prominence on your brand

Email invitation

Sent straight after you send a Discovery Journey. Your client can use this to login and get started.

The initial email to the Primary applicant is an FYI, we'll send them a follow up email to login once the Secondary applicant has submitted their part. Read more on Primary vs. Secondary applicant experience.

SMS invitation

In addition to the Email invitations, you can opt to have your clients receive an SMS notification as well (Only available when sending a Discovery Journey from the Middle Broker Portal)

Solo applicant: Sent once you send out a Discovery Journey
Primary applicant: Sent once the Secondary has done their part. Read more on Primary vs. Secondary applicant experience.
Secondary applicant: Sent once you send out a Discovery Journey.

All applicants receive the same SMS content. You can't customise the SMS invitation (but this might come in the future).

Credit guide email

We'll automatically send your credit guide in a separate email after your client progresses past the Welcome screen (preceded by accepting Middle's Terms of use). You'll be CC'd in this email as well so you can be certain that your client has received it.

By default, we take the credit guide stored by your aggregator. You can upload your own, or toggle off this email in Profile (coming soon!)

Reminders

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These emails aren't white labelled yet - we're working hard to update these

If your client hasn't started the Discovery Journey, we'll keep sending them a reminder to start at 2, 5 and 10 days.

Document updates

When you request or re-request documents, you have the option to notify your client via email - we'll send the below if so: