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!
11,000+
Clients have used Middle
5 Verification Sources
Equifax, Corelogic, E-KYC, Bank Statement Transactions
15 mins
End to end client journey
How middleworks
- 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!
The all-in-one discovery experience
that’s a real game-changer
What is Middle for brokers?
Middle is an easier, faster and more efficient way for brokers to collect clientdata, and for clients to hand it over.
Exceptional client experience
Allow your clients to verify their details and upload documents in 15 minutes or less.
Exceptional client experience
Allow your clients to verify their details and upload documents in 15 minutes or less.
Comprehensive client profile
Build digitally-verified customer profiles (KYC/VEVO) for seamless interactions both now and down the track.
Property insights
Get valuation details, imagery, insights and more to stay informed and focused on the endgame.
Client finances without the fuss
Remove the guesswork by automatically identifying income, assets, liabilities and expenses – directly from your client’s bank accounts.
Liabilities and credit history
Access your client’s credit history and identify any undisclosed liabilities – all without impacting their credit score.
Insights engine
Take advantage of robust customer and policy insights available at your fingertips to inform your decision making for every client.
Centralised document collection
Drive a seamless document collection experience with easy-to-use customisable document checklists.
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
Make applying for a home loan less stressful by radically reducing your clients’ prep time and paperwork.
Digitise overnight
Our advanced digital identification, financial verification, and document collection capability will transform the way you do business.
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.
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
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
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.Book a demo
Frequently Asked Questions
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.
