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Brokers
Guides
v1.0

Brokers
Guides
v1.0Guides

General

  • πŸ‘‹ Welcome to the Knowledge Base for brokers
  • 🀩 Why use Middle? (Features you'll love!)
  • 🏁 Quick Start Guide
  • πŸ₯‡ Best Practice Guide
  • ❓ FAQs
  • ✨ New features! Check the roadmap

Broker platform

  • 🐣 The Basics
  • πŸ€” Choosing a plan
  • πŸš€ Send a Discovery Journey
  • πŸ“” Your Credit Guide
  • πŸ‘€ Discovery Journeys (view all)
  • 🧐 View a Discovery Journey
    • Overview page
    • Property details
    • Financing details (Asset finance)
    • Applicant details
    • Finances landing page
    • Client transactions & analysis
    • Declared vs. Identified Data
    • Assets
    • Income
    • Liabilities
    • Expenses
    • Loan details
    • Documents, Additional actions and Bank statements
    • Insights & Flags
  • πŸ“ Edit a Discovery Journey (Co-pilot mode)
  • πŸ‘€ Profile
  • πŸ”— Referral link / Lead Gen link
  • πŸ€Όβ€β™€οΈ Team management
  • πŸ’³ Billing
  • βš™οΈ Preferences
  • πŸ”” Notification preferences
  • πŸ“‘ Documents and templates
  • πŸ‘οΈ Access permissions
  • πŸ“§πŸ’¬ Email & SMS comms sent to clients
  • Open Banking: Faster, safer, and easier financial data sharing
  • 🀝 Partner integrations
    • Finsure - Signing up to Middle
    • Finsure - Send a Discovery Journey from Infynity
    • Finsure - Importing into Infynity

Customer platform

  • Overview
    • High-level customer journey
    • Primary vs secondary applicant experience
    • Navigating the client experience
  • Starting the Discovery Journey
  • Your property
  • Your details
  • Your finances
    • Bank account entry
    • Review accounts
    • Assets
    • Income
    • Employment history
    • Liabilities
    • Monthly expenses
  • Your loan
  • Documents
    • Bank statements
    • Upload documents
  • Review & submit

tips

  • Engaging with your clients about Middle
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Your finances

The finances section comprises of the following steps:

  1. Bank account entry
  2. Review accounts (if connected to bank)
  3. Assets
  4. Income
  5. Employment history
  6. Liabilities
  7. Monthly expenses

Updated 11 months ago


Your details
Bank account entry