Jump to Content
Brokers
Guides
v1.0

Brokers
Guides
v1.0Guides
All
Pages
Start typing to searchโ€ฆ

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
Powered byย 

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 8 months ago


Your details
Bank account entry