Knowledge Bank

With over 195,000 individual pieces of criteria, all updated in real time from over 250 lenders, Knowledge Bank is the only criteria system to cover 8 lending areas: Residential, Buy to Let, Second Charge, Equity Release, Self-Build, Bridging & Commercial and Development Finance making us the largest database of mortgage lending criteria held anywhere in the UK.

Knowledge Bank saves you time researching and contacting lenders from your sourcing results and enables you to provide the best possible outcomes for your clients on every case, all while securing the compliance for your files. The criteria held on our system is like having your own personal BDM from over 250 lenders which is available on demand, 24 hours a day.

Knowledge Bank is fully compliance approved, providing you with a customisable ‘Evidence of Research’ document for each search. Along with other features such as Notify which allows you to send a new case enquiry to multiple lenders of your choice at the same time and see their responses in one place. You can put in the full details of the case so that the sales team or an underwriter are be able to provide you with a response and then monitor the replies from all of the lenders in real-time. As the responses come in you can see if the lender has said if your case is one for them, or not, enabling you to focus on the ones that you can work with.  Place more cases faster and more efficiently than ever before.

With dedicated, up-to-date lender service levels area, accurate lender SVR rate tables and quick access to lender Affordability Calculators, Knowledge Bank also offers over 40 hours of annual CPD through our range of CPD accredited Webinars.