Place your cases quicker and more efficiently than ever before!
Send your enquiries to multiple lenders simultaneously and maintain an audit trail of their responses to facilitate a quicker underwriting process.
You’ve searched on Knowledge Bank so what’s the next step?
Well for many cases that’s the job done but there are often those that just don’t quite fit the mould.
There are those cases that you need to run past the lender before submitting, just to make sure their criteria applies to your clients. Then there are those which just don’t quite fit on criteria, but it’s a good case where an underwriter may take a view. This is where you need to start ringing around, sending emails or jumping on Live Chat sessions which, if you need to speak to many lenders about the same case, can be time consuming.
You can view a demo of it in action.
Not any longer! No more on-hold music, or ‘out of office’ replies’!
Learn more about Notify
Notify 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.
Once you’ve placed the case, you can say which lender the case is going with and withdraw it from view of the other lenders, so the other lender responses stop. You also have a full audit trail for you and the lender of the conversation that took place on the initial enquiry, which will make things go more smoothly when the case is submitted.
Place more cases faster and more efficiently than ever before.
Yes! It's built into Knowledge Bank and has the familiar look and feel that you're used to. The journey starts right after you've performed a search and you can pick up any messages and view your cases directly from your Notify Inbox, all without leaving KB.
See it in action here
Notify is included in your subscription, so no extra charge!
You access Notify by either performing a search, or if you wish to view current Notify cases, you can view these by going to your Notify Inbox. You can find your Notify Inbox by selecting Notify from your personal menu at the top right of each page. Click your name, and then click Notify.
All lenders have different ways of working so by the very nature of their businesses, not all are available on Notify. Some may also pause their participation due to business levels. However, there is always a wide selection of lenders for each case to give you the best possible chance of placing it successfully first time.
We want to hear all feedback, good or bad about Notify. Reporting issues, or suggesting features or improvments to the existing system are welcome. While we cannot act on all feedback we get, we'd love to hear what you think of Notify and how we can make it better.
Please drop us an email to notify@knowledgebank.uk