Email invitation

Your client will receive an invitation link in their email after you send a Discovery Journey.

You can view the email we send to your client here.

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Client can't find the Invitation email?

If your client is having trouble finding the invitation email:

• Ensure they check their junk or spam folder, or;
• Alternatively, they can log in to the platform using the same email you sent the invite to. Direct them to visit: https://app.middle.finance/ to log in and they can then continue and complete the Discovery Journey.

Logging in / user authentication

1. Your customer should type in the same email address that they received the Middle fact-find link to login.

2. once the email has been entered the customer will be sent a secure code to their email address. Entering that secure code will provide your customer with access to the Middle customer portal.

Accepting 'Terms of use'

Your customer will be prompted to accept Middle's platform terms which covers:

• Our Privacy Policy
• Our Privacy Collection Notice
• Our Terms of Use
• Consent to an ID verification check
• Consent to us obtaining an Equifax Report

You can review when your client has accepted our 'Terms of Use' in the 'Applicant Progress' tracker.

If your customer declines the 'Terms of use' they will not be able to proceed.

Welcome page

This page gives a brief introduction to the customer about what to expect by completing the Middle home loan journey.

It will reference (where available):

• Your name
• Your company or franchise name
• Company or franchise logo

It also provides a time estimate to complete the entire process.