⏯️ Video demos

Using Middle as a broker

This video documents:

• How to send a Middle Discovery Journey from Infynity
• Using the Middle Broker portal to send documents
• Reviewing a completed client Discovery Journey in Middle
• Importing the client data to Infynity (Finsure brokers only)

Using Middle as a customer

This video documents how your client would:

• Start a Middle Discovery Journey that you have sent to them
• Receive your credit guide and get in touch with you
• Complete a Middle Discovery Journey including all steps: Your Property, Your Details, Your Finances, Your Loan, Your Documents and Review & submit