Insights & Flags

What are Insights & Flags?
Insights & Flags is your way to stay ahead of the game. Middle alerts you to opportunities in real-time to better support your client by analysing every data point captured during the Client Discovery Journey.

Insights

We identify opportunities for you to provide the best possible advice by reviewing your client's financial situation. This includes where:

• we have verified a client's declared information such as income and liabilities
• a client is exhibiting strong credit worthiness
• you may benefit from being aware of a particular aspect of a client's personal or financial situation

Flags

We also identify anything that could adversely impact your client's loan application by analysing their financial situation, Equifax credit report and property attributes. These are things that could limit the available loan options for your customer and may need to be addressed. This includes where:

• we have not been able to verify a client's declared financial information
• a credit product has adverse repayment history
• a client's personal or financial situation does not meet standard lending criteria

Where can I find them?

• The 'Insights & Flags' widget on the Application Summary page - for a holistic view
• On the top right hand corner of relevant application step pages - for a focused view, relevant to data points on that page only