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Middle, the
new wayto collect client info

Client discovery in minutes for the
ultimate onboarding experience

Clients love using Middle - it’s fast and easy!

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11,000+

Clients have used Middle

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5 Verification Sources

Equifax, Corelogic, E-KYC, Bank Statement Transactions

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15 mins

End to end client journey

How middle
works

  • 1

    Send the Discovery Journey to your client

  • 2

    Your client fills in the Discovery Journey

  • 3

    You review the results

    Including Corelogic, Equifax and account transaction data

  • 4

    Request any additional documents

  • 5

    Export to an Integrated Partner or download as PDF!

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The all-in-one discovery experience that’s a real
game-changer

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What is
Middle for brokers?

Middle is an easier, faster and more efficient way for brokers to collect client data, and for clients to hand it over.
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Exceptional client experience

Allow your clients to verify their details and upload documents in 15 minutes or less.
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detail rounded
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Exceptional client experience

Allow your clients to verify their details and upload documents in 15 minutes or less.
client profile

Comprehensive client profile

Build digitally-verified customer profiles (KYC/VEVO) for seamless interactions both now and down the track.
property insights

Property insights

Get valuation details, imagery, insights and more to stay informed and focused on the endgame.
client finances

Client finances without the fuss

Remove the guesswork by automatically identifying income, assets, liabilities and expenses – directly from your client’s bank accounts.
liabilities

Liabilities and credit history

Access your client’s credit history and identify any undisclosed liabilities – all without impacting their credit score.
insights engine

Insights engine

Take advantage of robust customer and policy insights available at your fingertips to inform your decision making for every client.
centralised collection

Centralised document collection

Drive a seamless document collection experience with easy-to-use customisable document checklists.
one click aggregators

One click to aggregators

Import information shared by clients directly into supported aggregator CRMs for less admin and human error.

What’s in it for brokers?

happier clients

Happier clients

Make applying for a home loan less stressful by radically reducing your clients’ prep time and paperwork.

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Digitise overnight

Our advanced digital identification, financial verification, and document collection capability will transform the way you do business.

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Smarter not harder

Every hour saved from collecting, processing and analysing data is an opportunity gained elsewhere. Less manual effort for the win!

What
brokers are saying

Don’t just take our word for it - check out what some of our brokers have to say about us.

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Slavko Peraic's avatar

The efficiencies that using Middle has brought to my business have been a game changer, my processing staffs time has been freed up to concentrate on aspects of the deal process...clients find it easy to use and notifications process is always prompt and keeps everyone up to date.

Slavko Peraic

I-Finance

Tom Uhlich's avatar

I’m a big fan of Middle. It has streamlined my business and made it much more professional from a client point of view. I like how it does a credit check and highlights any undisclosed liabilities... I now make Middle my non-negotiable with clients.

Tom Uhlich

Boss Money

Conrad H.'s avatar

Middle has massively helped with my response rates...it also gives me easy access to property, ongoing expense and credit scoring data with minimal client friction. Middle has significantly reduced or in some cases skipped my involvement in one of the most time-consuming parts of identifying a client’s situation and needs.

Conrad H.

Finsure broker

How about a demo?

See first hand what Middle can do for your business. We’re here for any questions too.
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Frequently Asked
Questions

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Middle builds technology solutions that improve the way mortgage brokers interact with their clients. Our industry leading technology instantly enhances the client experience, uplifts digital capabilities and enables brokers to scale their business for growth.
Middle caters to two applicants purchasing or refinancing residential property. We are continuing to expand our eligibility - just get in touch with us if you would like more information.
Middle is currently only available to select Brokers. Get in touch with us if you would like a demo!

For New Zealand mortgage advisers, your experience will differ a little as some functionality is not available in your region yet.

Digital identification
Middle won’t digitally verify your client’s identity however we’ll still prompt them to provide their identification document details.

Equifax soft credit check
Middle won’t obtain an Equifax Credit File for your client.

Connect to bank accounts
Clients won’t be able to connect to their bank accounts to automatically retrieve their financial information. They’ll be able to declare these details manually.

Data safety with Middle
You and your client’s data is stored securely in Australia. Learn more about Data security here.