Knowledge Bank

Our Events

December

6th

12:30

60 minutes

Lender Spotlight

CHL Mortgages

CHL Mortgages will be joining us to showcase their criteria, plus there will be a LIVE Q&A session.

Attendees who attend the full session will be sent learning certificates which can be used for CPD.

We encourage brokers to ask questions during the event, but if you would like to provide us with any questions you have in advance, please supply when registering. We will do our best to get through as many as possible during the live session.

This event is FREE to attend.

THIS EVENT IS FOR INTERMEDIARIES ONLY

Our panel

December

11th

10:00

60 minutes

Criteria Clinic

Semi-commercial Bridging

Join us for our next LIVE Criteria Clinic at 10am on Monday 11th December 2023 where we will be answering your questions on criteria relating to Semi-commercial Bridging and helping you place those cases.

Attendees who attend the full session will be sent learning certificates which can be used for CPD.

We encourage brokers to ask questions during the event, but if you would like to provide us with any questions you have in advance, please supply when registering. We will do our best to get through as many as possible during the live session.

This event is FREE to attend

Our panel

This Clinic will be hosted by our founder and CEO Nicola Firth. Joining us to answer your questions and give you some valuable insight into this area of lending are:

Glenhawk
MFS

January

8th

10:00

60 minutes

Criteria Clinic

Heavy Adverse

Join us for our next LIVE Criteria Clinic at 10am on 8th January 2024 where we will be answering your questions on criteria relating to Heavy Adverse and helping you place those cases.

Attendees who attend the full session will be sent learning certificates which can be used for CPD.

We encourage brokers to ask questions during the event, but if you would like to provide us with any questions you have in advance, please supply when registering. We will do our best to get through as many as possible during the live session.

This event is FREE to attend

Our panel

This Clinic will be hosted by our Founder and CEO, Nicola Firth. Joining us to answer your questions and give you some valuable insight into this area of lending are:

Bluestone
The Mortgage Lender
Precise Mortgages
Tandem Bank

January

17th

12:30

60 minutes

Lender Spotlight

Livemore Capital

Livemore Capital will be joining us to showcase their criteria, plus there will be a LIVE Q&A session.

Attendees who attend the full session will be sent learning certificates which can be used for CPD.

We encourage brokers to ask questions during the event, but if you would like to provide us with any questions you have in advance, please supply when registering. We will do our best to get through as many as possible during the live session.

This event is FREE to attend.

Our panel

Livemore Capital

January

22nd

10:00

60 minutes

Criteria Clinic

Contract Workers

Join us for our next LIVE Criteria Clinic at 10am on 22nd January 2024 where we will be answering your questions on criteria relating to Contract Workers and helping you place those cases.

Attendees who attend the full session will be sent learning certificates which can be used for CPD.

We encourage brokers to ask questions during the event, but if you would like to provide us with any questions you have in advance, please supply when registering. We will do our best to get through as many as possible during the live session.

This event is FREE to attend

Our panel

This Clinic will be hosted by our Founder and CEO, Nicola Firth. Joining us to answer your questions and give you some valuable insight into this area of lending are:

Bluestone
Newbury Building Society
The Mortgage Lender
Hinckley and Rugby

January

25th

10:00

60 minutes

Criteria Clinic (Air)

Air Lending Criteria Clinic

Our Lending Criteria Clinics focus on a particular topic that you, our members, have actively searched for using Knowledge Banks Criteria Search

Our panel

Nicola Palmer, Senior Business Development Manager - Air
Nicola Firth, Founder and CEO - Knowledge Bank

January

31st

12:30

60 minutes

Lender Spotlight

Swansea Building Society

Swansea Building Society will be joining us to showcase their criteria, plus there will be a LIVE Q&A session.

Attendees who attend the full session will be sent learning certificates which can be used for CPD.

We encourage brokers to ask questions during the event, but if you would like to provide us with any questions you have in advance, please supply when registering. We will do our best to get through as many as possible during the live session.

This event is FREE to attend.

Our panel

Some of Our Previous Events

27th

November 23

11:00

Duration: 60m

Lenders Live

Lenders Live Ep 63 🚀

Here we go! Lenders Live Episode 63 🚀! Let's talk Mental Wellbeing. The mortgage industry's only LinkedIn Audio. this week we are doing it differently. November is men's mental health awareness month. We want to recognise that and spend the session talking on this matter. Come join us to listen, to learn or to even share your own experiences. Join us on Monday at 11am for another "Lenders Live 🚀". This session will be very different to what we have held before, and is definitely worth the time to attend. If you missed last weeks, or any of the other sessions, you can listen here - https://www.buzzsprout.com/2021605

Our panel

Matt Martin, Head of National Accounts at Virgin Money
Jane Benjamin, Director of Mortgages at Connect for Intermediaries
Aaron Noone, Director at Master Private Finance
Sally Desborough, Founder and Director at Your Wellbeing Hub

27th

November 23

10:00

Duration: 60m

Criteria Clinic

Self Employed

Over the last 3 years, we have seen more people move into the self-employed space. This can make having the right number of accounts or the right income drawn tricky. In this session we will see how these lenders can help ease your clients concerns with their approach tailored to the self-employed work force. Join us for our next LIVE Criteria Clinic at 10am on Monday 27th November 2023 where we will be answering your questions on criteria relating to Interest Only Attendees who attend the full session will be sent learning certificates which can be used for CPD. We encourage brokers to ask questions during the event, but if you would like to provide us with any questions you have in advance, please supply when registering. We will do our best to get through as many as possible during the live session. This event is FREE to attend For Intermediaries Only

Our panel

This Clinic will be hosted by our founder and CEO Nicola Firth. Joining us to answer your questions and give you some valuable insight into this area of lending are:

Richard Miles, Head of Savings &Marketing/ Area Manager (East) at Swansea Building Society
James Young, National Sales Manager at Aldermore
Chelsea Pordage, Business Development Manager at Harpenden for Intermediaries

23rd

November 23

10:00

Duration: 60m

Criteria Clinic (Air)

Air Lending Criteria Clinic

Air's monthly Lending Criteria Clinic gives advisers the opportunity to hear about criteria direct from lenders and ask questions about specific cases they're working on. With the market constantly changing, these sessions allow you to keep abreast of the current products and cases in the market.

Our panel

Nicola Palmer, Senior Business Development Manager - Air
Nicola Firth, Founder and CEO - Knowledge Bank

22nd

November 23

12:30

Duration: 60m

Lender Spotlight

Hinckley and Rugby

If there’s one thing you need to know about Hinckley & Rugby for Intermediaries, it’s that we are flexible. Whether it’s flexing to meet the borrowing needs of your clients with our Flex mortgages for those incomes or credit histories that aren’t straightforward, or our common-sense approach to lending through our manual underwriting process, we do all we can to help you deliver great outcomes for those who are counting on you to get them into their dream homes. We make it easy for you to do business with us. Attendees who attend the full session will be sent learning certificates which can be used for CPD. We encourage brokers to ask questions during the event, but if you would like to provide us with any questions you have in advance, please supply when registering. We will do our best to get through as many as possible during the live session. This event is FREE to attend. THIS EVENT IS FOR INTERMEDIARIES ONLY

Our panel

Jade Wooldridge from Hinckley & Rugby will be joining us to showcase their criteria, plus there will be a LIVE Q&A session.

20th

November 23

11:00

Duration: 60m

Lenders Live

Lenders Live Ep 62 🚀!

Here we go! Knowledge Bank brings you Ep 62 🚀 of lenders Live! Live from Monday at 11am! Fantastic way to start your week. Not only to you get a round up of all the latest trending news, with expert opinion. But you also get the opportunity to network and connect with new people in the industry.

Our panel

Jonathan Evans, National Account Manager at Skipton.
Christian Gugolz, Senior Business Development Manager at MT Finance,
Craig Kerrigan, Strategic Partnership Manager at Paymentsheild.
Matthew Lawrence, Mortgage Broker at Rainstone Money .

13th

November 23

11:00

Duration: 60m

Lenders Live

Lenders Live Ep 61🚀

Here we go! Lenders Live Episode 60 🚀! The mortgage industry's only LinkedIn Audio. Come join us to listen in or get involved in the debate. Join us on Monday at 11am for another "Lenders Live 🚀". Another unmissable round-up of criteria news and hear from our illustrious panel of industry experts 🤩 giving their thoughts on what’s making the mortgage sector headlines and discussing the hot topics. 👂👏👏 Then share your thoughts, questions or opinions live for some hot debate! 🔥🔥🔥 With listener numbers growing weekly, register below ⬇️ to access the event. Unmissable for brokers and lenders alike! Listen while you work and keep yourself up to date on the topics and the changes YOU need to know about in the mortgage industry brought to you in 60 minutes. 👊🏼💥 If you missed last weeks, or any of the other sessions, you can listen here - https://www.buzzsprout.com/2021605

Our panel

Richard Miles, Executive Manager at Swansea Building Society.
Emily Smith, Mortgage Adviser at Platinum Financial Services.
Michael Kallaras, Managing Director at Green Mortgages.
Omkar Hushing, Head of BTL & Specialist Lending Underwriting at MFS

13th

November 23

10:00

Duration: 60m

Criteria Clinic

Interest Only

The taboo that is Interest Only Mortgages! Are you confident when advising on this high risk mortgage type? By understanding the mechanics behind lenders criteria and decision making while exploring the benefits these products can provide to your clients will enable to you leave no stone unturned when placing those cases! Join us for our next LIVE Criteria Clinic at 10am on Monday 13th November 2023 where we will be answering your questions on criteria relating to Interest Only Attendees who attend the full session will be sent learning certificates which can be used for CPD. We encourage brokers to ask questions during the event, but if you would like to provide us with any questions you have in advance, please supply when registering. We will do our best to get through as many as possible during the live session. This event is FREE to attend For Intermediaries Only

Our panel

This Clinic will be hosted by our Sales Director, Shane Chawatama. Joining us to answer your questions and give you some valuable insight into this area of lending are:

Paul Sawford, Business Development Manager at Tipton & Coseley Building Society
Arif Kara, Business Development Manager at Family Building Society
Joseph Morriss, Senior Telephone Business Development Manager at Hodge for Intermediaries

10th

November 23

09:30

Duration: 60m

External Event

Criteria Clinic Live at The Finance Professional Show

Established in 2013, and now considered the busiest and most varied financial trade show in London, the Finance Professional Show is the ideal one-day event for funders and providers of financial solutions aimed at the intermediary market. Broad-based and inclusive, this expo delivers. The FP Show is dedicated to the multitude of funding providers in the regulated, commercial and specialist finance markets, bringing lenders and other services providers together with broker delegates to promote better, more varied options for UK borrowers - both professional and consumer. The FP Show boasts an incredible array of exhibiting brands and an all-day, carefully curated conference programme that provides insight and information to delegates that will assist them in better serving their clients. Expect to see and hear from the leading lights in specialist finance and the wider industry, covering the areas of property, development, business, cashflow, secured, equity and debt funding, and much more.

Our panel

10:30am Panel – BTL
11.30am Panel – Commercial Mortgages
12:30pm Panel – Bridging Finance
1:30pm Panel – Development Finance
2:30pm Panel – Second Charge Mortgages

8th

November 23

12:30

Duration: 60m

Lender Spotlight

Roma Finance

Roma Finance will be joining us to showcase their criteria, plus there will be a LIVE Q&A session. Attendees who attend the full session will be sent learning certificates which can be used for CPD. We encourage brokers to ask questions during the event, but if you would like to provide us with any questions you have in advance, please supply when registering. We will do our best to get through as many as possible during the live session. This event is FREE to attend.

Our panel

Roma Finance

6th

November 23

11:00

Duration: 60m

Lenders Live

Lenders Live Episode 60 🚀!

Our panel

Nicola Goldie, Head of Strategic Partnership & Growth at Aldermore Bank.
Tony Hall, Head of Business Development at Saffron Building Society
Emma Jones, Founder at When the Bank Says No
Lisa Andrew, Director at Andrews and Bar