Introducing Middle

Hi [Client Name(s)],

[Intro text from broker]

Shortly you will receive an email from ‘Middle’ with a secure link to provide the information we need to progress your home loan application.

This should only take you about 15 minutes and can be completed from any device type.

One of the key reasons we use Middle is to ensure your personal information is safe and secure.

If you have any questions please feel free to reach out.

[Broker Name]
[Brokerage Group]

General follow-up for clients

Hi [Client Name(s)],

Just checking in to see how you are getting along with your application.

If you are yet to finish you can do so by logging in via the following secure link.

https://app.middle.finance/login

This should only take you about 15 minutes and can be completed from any device.

If you have any questions please feel free to reach out.

[Broker Name]
[Brokerage Group]

A client can't find an email from Middle

Hi [Client Name(s)],

No problem - You can simply log in using your email via the following secure link.

https://app.middle.finance/login

If you have any questions please feel free to reach out.

[Broker Name]
[Brokerage Group]

Security and privacy response for clients

Hi [Client Name(s)],

One of the key reasons we use Middle is to ensure your personal information is safe and secure.

Middle has been certified for maintaining SOC 2 Type 1 and SOC 2 Type 2 security standards meaning they continuously maintain the security, availability, confidentiality and integrity of customer data.

If you want to learn more about Middle’s approach to security you can do so via the link below.

https://middle.finance/security

[Broker Name]
[Brokerage Group]

Why we ask for bank credentials

Hi [Client Name(s)],

Logging in with your banking credentials allows us to securely and quickly access the financial information we need to progress your home loan application.

The technology we use is highly secure.

We connect on a one-time basis only
We use bank-grade 256bit encryption
We don't store your banking credentials
We don't share any of your information outside of our systems

If you want to learn more about the security of the technology we use you can do so via the link below.

https://middle.finance/security

[Broker Name]
[Brokerage Group]