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General

  • ๐Ÿ‘‹ Welcome to the Knowledge Base for brokers
  • ๐Ÿคฉ Why use Middle? (Features you'll love!)
  • ๐Ÿ Quick Start Guide
  • ๐Ÿฅ‡ Best Practice Guide
  • โ“ FAQs
  • โœจ New features! Check the roadmap

Broker platform

  • ๐Ÿฃ The Basics
  • ๐Ÿค” Choosing a plan
  • ๐Ÿš€ Send a Discovery Journey
  • ๐Ÿ“” Your Credit Guide
  • ๐Ÿ‘€ Discovery Journeys (view all)
  • ๐Ÿง 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
  • ๐Ÿ“ Edit a Discovery Journey (Co-pilot mode)
  • ๐Ÿ‘ค Profile
  • ๐Ÿ”— Referral link / Lead Gen link
  • ๐Ÿคผโ€โ™€๏ธ Team management
  • ๐Ÿ’ณ Billing
  • โš™๏ธ Preferences
  • ๐Ÿ”” Notification preferences
  • ๐Ÿ“‘ Documents and templates
  • ๐Ÿ‘๏ธ Access permissions
  • ๐Ÿ“ง๐Ÿ’ฌ Email & SMS comms sent to clients
  • Open Banking: Faster, safer, and easier financial data sharing
  • ๐Ÿค 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 10 months ago


Your details
Bank account entry