Our Events

April
16th
14:00
60 minutes
KB demonstration
Broker Demonstration - AffCalc: Better Affordability
Join us for a live demo of AffCalc. The powerful tool designed to streamline affordability and criteria sourcing. Discover how you can save time, reduce platform hopping, and place more cases with confidence.

Perfect for brokers looking to simplify their workflow and boost efficiency.
Our panel
This Demo will be hosted by our Sales Director, Shane Chawatama.
Register for this Event FREE NO CPD NOT RECORDED NOT REPLAYABLE
April
20th
10:00
60 minutes
Criteria Clinic
Criteria Clinic Focused On Self Employed
Are you confident when advising on this high risk mortgage type?
By understanding the mechanics behind lenders criteria and their decision making, exploring the benefits these products can provide to your clients will enable you to leave no stone unturned when placing those cases! Attendees who participate in the full session will be sent a email to confirm attendance 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
| Harpenden Building Society
| Family Building Society
| The Mortgage Lender
| Newcastle Building Society
| Swansea Building Society
Nicola Firth | Founder and CEO at Knowledge Bank
Register for this Event FREE EARN CPD NOT RECORDED NOT REPLAYABLE
April
20th
11:30
60 minutes
Lenders Live
Lenders Live Episode 172
Welcome to Lenders Live, the ultimate stop for mortgage professionals looking to stay in touch with all the latest news! Get ready for an electrifying podcast that delivers honest opinions and insightful thoughts from a host of seasoned mortgage experts. Join our dynamic panel each week as they serve up quick, punchy insights into the latest trends, market shifts, and everything happening in our fast-paced industry. No need to sift through endless articles – we’ve distilled it all for you, keeping you in the know for the week ahead. Whether you’re a broker, lender, or investor, our podcast is your shortcut to staying informed and empowered. Each episode covers trending news and gives you a platform to share your views, too. Lenders Live is also a great way to network while you listen, helping you grow your audience! Tune in and transform your team meeting, morning break, or workout into a mini masterclass with the best in the mortgage industry. Because as we all know, knowledge is power – and we’re here to power up your Monday mornings! FREE | EARN CPD | RECORDED | REPLAYABLE
Our panel
This Podcast will be hosted by our Sales Director, Shane Chawatama. Joining us to talk about the latest trending topics are:
- Andy Ingham | Brilliant Solutions
- Andrew Sadler | Suffolk Building Society
- Leigh Barcroft | Virgin Money
Register for this Event FREE EARN CPD NOT RECORDED NOT REPLAYABLE
April
21st
14:00
60 minutes
KB demonstration
Broker Demonstration - Unlocking the Power of Knowledge Bank & Notify
Join us for an broker demonstration where we’ll showcase how Knowledge Bank is transforming mortgage criteria searches for brokers.

Designed by brokers, for brokers, Knowledge Bank allows you to instantly search across 450+ criteria categories and access up-to-date information from over 260 lenders—all in just a few clicks.

But that’s not all! We’ll also go through Notify, our game-changing feature that streamlines case placement even further. With Notify, you can send case enquiries to multiple lenders at once, receive real-time responses, and track everything in one place, eliminating the need for endless calls and emails.

During the session, we’ll cover:
- How Knowledge Bank makes finding the right lender quicker and easier
- A live walkthrough of the search process
- How Notify simplifies lender communication and saves valuable time
- Q&A session to answer any questions you have

This demo will be hosted by our Business Support Lead, Hannah Betton.

Don’t miss this opportunity to see how Knowledge Bank and Notify can enhance your workflow and help you place more cases with confidence.

Register now and take your mortgage searches to the next level!

FREE | NOT RECORDED | NOT REPLAYABLE
Our panel
This demo will be hosted by our Criteria Relationship Manager Julie Bourne.
Register for this Event FREE NO CPD NOT RECORDED NOT REPLAYABLE
April
27th
11:30
60 minutes
Lenders Live
Lenders Live Episode 173
Welcome to Lenders Live, the ultimate stop for mortgage professionals looking to stay in touch with all the latest news! Get ready for an electrifying podcast that delivers honest opinions and insightful thoughts from a host of seasoned mortgage experts. Join our dynamic panel each week as they serve up quick, punchy insights into the latest trends, market shifts, and everything happening in our fast-paced industry. No need to sift through endless articles – we’ve distilled it all for you, keeping you in the know for the week ahead. Whether you’re a broker, lender, or investor, our podcast is your shortcut to staying informed and empowered. Each episode covers trending news and gives you a platform to share your views, too. Lenders Live is also a great way to network while you listen, helping you grow your audience! Tune in and transform your team meeting, morning break, or workout into a mini masterclass with the best in the mortgage industry. Because as we all know, knowledge is power – and we’re here to power up your Monday mornings! FREE | EARN CPD | RECORDED | REPLAYABLE
Our panel
This Podcast will be hosted by our Sales Director, Shane Chawatama.
Joining us to talk about the latest trending topics are:
- Claire Askham | Buckingham Building Society
- Andrew Sadler | Suffolk Building Society
- Joel bailey-Wilson | Meta Mortgages
Register for this Event FREE EARN CPD NOT RECORDED NOT REPLAYABLE
May
5th
10:00
60 minutes
Criteria Clinic
Knowledge Bank Criteria Clinic focusing on Bridging
Are you confident when advising on this high risk mortgage type? By understanding the mechanics behind lenders criteria and their decision making, exploring the benefits these products can provide to your clients will enable you to leave no stone unturned when placing those cases! Attendees who participate in the full session will be sent a email to confirm attendance 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:

-️ Lendinvest
-️ MT Finance
-️ Shawbrook
-️ Together Money
Register for this Event FREE EARN CPD NOT RECORDED NOT REPLAYABLE
May
11th
11:30
60 minutes
Lenders Live
Lenders Live Episode 174
Welcome to Lenders Live, the ultimate stop for mortgage professionals looking to stay in touch with all the latest news! Get ready for an electrifying podcast that delivers honest opinions and insightful thoughts from a host of seasoned mortgage experts. Join our dynamic panel each week as they serve up quick, punchy insights into the latest trends, market shifts, and everything happening in our fast-paced industry. No need to sift through endless articles – we’ve distilled it all for you, keeping you in the know for the week ahead. Whether you’re a broker, lender, or investor, our podcast is your shortcut to staying informed and empowered. Each episode covers trending news and gives you a platform to share your views, too. Lenders Live is also a great way to network while you listen, helping you grow your audience! Tune in and transform your team meeting, morning break, or workout into a mini masterclass with the best in the mortgage industry. Because as we all know, knowledge is power – and we’re here to power up your Monday mornings! FREE | EARN CPD | RECORDED | REPLAYABLE
Our panel
This Podcast will be hosted by our Sales Director, Shane Chawatama.

Joining us to talk about the latest trending topics are:
- Stuart Davidson | Redwood Bank
- Ivan Vizor | Brilliant Solutions
- Harpenden Building Society
Register for this Event FREE EARN CPD NOT RECORDED NOT REPLAYABLE
May
13th
12:30
60 minutes
Lender Spotlight
Lender Spotlight with Chetwood Bank
Chetwood Bank will be joining us, plus there will be a LIVE Q&A session. Attendees who participate in the full session will be sent a email to confirm attendance 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. FREE | EARN CPD | NOT RECORDED | NOT REPLAYABLE
Our panel
This session will be hosted by our Criteria Relationship Manager, Julie Bourne She will be joined by Chetwood Bank.
Register for this Event FREE EARN CPD NOT RECORDED NOT REPLAYABLE

Some of Our Previous Events

14th
April 26
14:00
Duration: 60m
KB demonstration
Broker Demonstration - Unlocking the Power of Knowledge Bank & Notify
Join us for an broker demonstration where we’ll showcase how Knowledge Bank is transforming mortgage criteria searches for brokers. Designed by brokers, for brokers, Knowledge Bank allows you to instantly search across 450+ criteria categories and access up-to-date information from over 260 lenders—all in just a few clicks. But that’s not all! We’ll also go through Notify, our game-changing feature that streamlines case placement even further. With Notify, you can send case enquiries to multiple lenders at once, receive real-time responses, and track everything in one place, eliminating the need for endless calls and emails. During the session, we’ll cover: - How Knowledge Bank makes finding the right lender quicker and easier - A live walkthrough of the search process - How Notify simplifies lender communication and saves valuable time - Q&A session to answer any questions you have Don’t miss this opportunity to see how Knowledge Bank and Notify can enhance your workflow and help you place more cases with confidence. Register now and take your mortgage searches to the next level! FREE | NOT RECORDED | NOT REPLAYABLE
Our panel
This demo will be hosted by our Sales Director, Shane Chawatama
13th
April 26
11:30
Duration: 60m
Lenders Live
Lenders Live Episode 171
Welcome to Lenders Live, the ultimate stop for mortgage professionals looking to stay in touch with all the latest news! Get ready for an electrifying podcast that delivers honest opinions and insightful thoughts from a host of seasoned mortgage experts. Join our dynamic panel each week as they serve up quick, punchy insights into the latest trends, market shifts, and everything happening in our fast-paced industry. No need to sift through endless articles – we’ve distilled it all for you, keeping you in the know for the week ahead. Whether you’re a broker, lender, or investor, our podcast is your shortcut to staying informed and empowered. Each episode covers trending news and gives you a platform to share your views, too. Lenders Live is also a great way to network while you listen, helping you grow your audience! Tune in and transform your team meeting, morning break, or workout into a mini masterclass with the best in the mortgage industry. Because as we all know, knowledge is power – and we’re here to power up your Monday mornings! FREE | EARN CPD | RECORDED | REPLAYABLE
Our panel
This Podcast will be hosted by our Sales Director, Shane Chawatama.

Joining us to talk about the latest trending topics are:
- Jamie Pritchard | MS Lending
- Alice Baggott | The Mortgage Lender
- Jamie Lennox | Dimora Mortgages
9th
April 26
14:00
Duration: 60m
KB demonstration
Broker Demonstration - AffCalc: Better Affordability
Join us for a live demo of AffCalc. The powerful tool designed to streamline affordability and criteria sourcing. Discover how you can save time, reduce platform hopping, and place more cases with confidence. Perfect for brokers looking to simplify their workflow and boost efficiency.
Our panel
This Demo will be hosted by our Sales Director, Shane Chawatama.
7th
April 26
10:00
Duration: 60m
Criteria Clinic
Criteria Clinic Focusing On Complex BTL
Are you confident when advising on this high risk mortgage type? By understanding the mechanics behind lenders criteria and their decision making, exploring the benefits these products can provide to your clients will enable you to leave no stone unturned when placing those cases! Attendees who participate in the full session will be sent a email to confirm attendance 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:
-️ James Tuck | Harpenden Building Society
-️ Alice Baggott | The Mortgage Lender
-️ Andy Rowe | Zephyr Home Loans
-️ David Galloway | Foundation Lending
| Family Building Society
1st
April 26
12:30
Duration: 60m
Lender Spotlight
Topic Knowledge Bank - Lender Spotlight with Swansea Building Society
If you are looking for a lender lending in England and Wales with a bespoke approach to specialist lending, Swansea Building Society are the lender to speak to. With no credit scoring and all cases manually underwritten, we are able to look at cases which are more complicated, quirky and niche and which require a human to look at them with no ‘computer says no’ mentality. Our front line mortgage managers have years of experience of dealing with more complex cases and will be able to structure a case for you and your clients. You’ll wish you had come to us before once you have used us! USPs: (All applicable to properties in England and Wales unless stated) Self-employed - We specialise in lending to the self-employed with over 55% of our book in this category. Lending to Medical Professionals - where we can offer enhanced income multiples. Lending to professionals/key workers - reduced rates for professionals/key workers. Properties with or without land - We offer mortgages on small holdings (up to 100 acres) with or without agricultural restrictions/s.106 in place. (Must not be a working farm.) Properties with annexes etc. Green mortgages - preferential rates for residential properties with an EPC rating of A or B. Semi-commercial - mortgages on flats above shops even if the shop / flat is on one title. Buy to Let / Holiday let mortgages - will also accept Airbnb income. Short term bridging - using our regulated bridging mortgage product. Capital raising - we are happy to capital raise for any legal purpose. Interest only - with a credible repayment strategy, we are happy to look at cases on interest only terms. Lending in Retirement - up to age 85 for those who are retired/semi-retired and can look at interest only. Lending into retirement - we can go up to age 75. Self-build/renovation products available in England & Wales . Attendees who participate in the full session will be sent an email to confirm attendance 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
Richard Miles – Area Manager (East Wales) - Swansea Building Society
Julie Bourne - Criteria and Partnerships Manager - Knowledge Bank
30th
March 26
11:30
Duration: 60m
Lenders Live
Lenders Live Episode 170
Welcome to Lenders Live, the ultimate stop for mortgage professionals looking to stay in touch with all the latest news! Get ready for an electrifying podcast that delivers honest opinions and insightful thoughts from a host of seasoned mortgage experts. Join our dynamic panel each week as they serve up quick, punchy insights into the latest trends, market shifts, and everything happening in our fast-paced industry. No need to sift through endless articles – we’ve distilled it all for you, keeping you in the know for the week ahead. Whether you’re a broker, lender, or investor, our podcast is your shortcut to staying informed and empowered. Each episode covers trending news and gives you a platform to share your views, too. Lenders Live is also a great way to network while you listen, helping you grow your audience! Tune in and transform your team meeting, morning break, or workout into a mini masterclass with the best in the mortgage industry. Because as we all know, knowledge is power – and we’re here to power up your Monday mornings! FREE | EARN CPD | RECORDED | REPLAYABLE
Our panel
This Podcast will be hosted by our Founder and CEO, Nicola Firth.

Joining us to talk about the latest trending topics are:
- Martin Bloe | Together
- Gabrielle Latifi | Landbay
- David Coleman | Positive Lending
30th
March 26
10:00
Duration: 60m
Criteria Clinic
Criteria Clinic focusing on Interest Only
Are you confident when advising on this high risk mortgage type? By understanding the mechanics behind lenders criteria and their decision making, exploring the benefits these products can provide to your clients will enable you to leave no stone unturned when placing those cases! Attendees who participate in the full session will be sent a email to confirm attendance 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:

-️ Richard Miles | Swansea Building Society
-️ James Tuck | Harpenden Building Society
-️ Neil Cadwallader | Family Building Society
24th
March 26
14:00
Duration: 60m
KB demonstration
Broker Demonstration - Unlocking the Power of Knowledge Bank & Notify
Join us for an broker demonstration where we’ll showcase how Knowledge Bank is transforming mortgage criteria searches for brokers. Designed by brokers, for brokers, Knowledge Bank allows you to instantly search across 450+ criteria categories and access up-to-date information from over 260 lenders—all in just a few clicks. But that’s not all! We’ll also go through Notify, our game-changing feature that streamlines case placement even further. With Notify, you can send case enquiries to multiple lenders at once, receive real-time responses, and track everything in one place, eliminating the need for endless calls and emails. During the session, we’ll cover: - How Knowledge Bank makes finding the right lender quicker and easier - A live walkthrough of the search process - How Notify simplifies lender communication and saves valuable time - Q&A session to answer any questions you have Don’t miss this opportunity to see how Knowledge Bank and Notify can enhance your workflow and help you place more cases with confidence. Register now and take your mortgage searches to the next level! FREE | NOT RECORDED | NOT REPLAYABLE
Our panel
This demo will be hosted by our Business Support Lead, Hannah Betton.
23rd
March 26
10:00
Duration: 60m
Lenders Live
Lenders Live Episode 169
Welcome to Lenders Live, the ultimate stop for mortgage professionals looking to stay in touch with all the latest news! Get ready for an electrifying podcast that delivers honest opinions and insightful thoughts from a host of seasoned mortgage experts. Join our dynamic panel each week as they serve up quick, punchy insights into the latest trends, market shifts, and everything happening in our fast-paced industry. No need to sift through endless articles – we’ve distilled it all for you, keeping you in the know for the week ahead. Whether you’re a broker, lender, or investor, our podcast is your shortcut to staying informed and empowered. Each episode covers trending news and gives you a platform to share your views, too. Lenders Live is also a great way to network while you listen, helping you grow your audience! Tune in and transform your team meeting, morning break, or workout into a mini masterclass with the best in the mortgage industry. Because as we all know, knowledge is power – and we’re here to power up your Monday mornings! FREE | EARN CPD | RECORDED | REPLAYABLE
Our panel
This Podcast will be hosted by our Sales Director, Shane Chawatama.

Joining us to talk about the latest trending topics are:
- Jennifer Curry | Nottingham Building Society
- Karen Guler | Envision Financial Solutions
- Lee Williams | Saffron Building Society
19th
March 26
14:00
Duration: 60m
KB demonstration
Broker Demonstration - AffCalc: Smarter Affordability
Join us for a live demo of AffCalc. The powerful tool designed to streamline affordability and criteria sourcing. Discover how you can save time, reduce platform hopping, and place more cases with confidence. Perfect for brokers looking to simplify their workflow and boost efficiency.
Our panel
This demonstration will be run by our Sales Director, Shane, Chawatama