Nicola Firth

Knowledge Bank launches new series of Criteria Clinics




Knowledge Bank has announced it will be hosting its Criteria Clinics webinar every fortnight.

The decision to make it a permanent feature was made at the request of both brokers and lenders, following huge demand for their first six sessions initially introduced to help brokers over lockdown.

The Criteria Clinics will involve a panel of experts from a cross-section of lenders to discuss the issues and hot topics that brokers are most concerned about.

Each session will take an in-depth look at a particular area of lending, and brokers will be able to ask lenders questions and discuss criteria issues that they have encountered.

The events will offer expert advice and even place brokers’ cases live during the sessions.

Brokers who attend a full webinar will also get 60 minutes of CPD and a certificate.


The first of the new series will take place on Monday 21st September at 10am, where brokers can sign up and post questions in advance at: yourknowledgebank.co.uk/register 

This Criteria Clinic will focus on semi-commercial properties and will be hosted by CEO and founder of Knowledge Bank, Nicola Firth (pictured above). 

Four lenders are joining the session to answer questions and give insight on: semi-commercial loans, how to find the best lender for your client, and the things lenders are looking for so brokers can position mortgage applications that are most likely to be accepted. 

The lenders on this session include: 

  • Adrian Moloney, group sales director at OneSavings Bank and Precise Mortgages
  • Gavin Seaholme, head of sales at Shawbrook Bank
  • Richard Miles, head of savings/area manager for east Wales at Swansea Building Society
  • Alex Upton, commercial director at Hampshire Trust Bank.
     

Nicola said that brokers were immensely positive about the fact that they could actually place cases while on the webinar.

“Even those who didn’t directly place a customer on the webinar took away valuable learnings and later fed back that they found placing their own cases much easier and more successful.”

She added that by having lenders involved, Knowledge Bank created “compelling dialogue” and added “different perspectives from which everyone benefits”.

Leave a comment