Knowledge Bank

Our Events

August

5th

10:00

60 minutes

Criteria Clinic

Consumer Buy to Let

Becoming an accidental landlord can happen to anyone. Be it through an inherited property or moving in with significant other, a Consumer Buy to Let mortgage offers more protection for the property owner than a standard, unregulated, Buy to Let.

They also require more planning to ensure every element is fully compliant and this naturally falls to the broker. Do you know how to approach a Consumer Buy to Let and the differences between a standard Buy to Let and a regulated one?

Join us for our next LIVE Criteria Clinic at 10am on 5th August 2024 where we will be answering your questions on criteria relating to Consumer Buy to Ler 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

August

14th

12:30

60 minutes

Lender Spotlight

Lender Spotlight with The Nottingham for Intermediaries

The Nottingham for Intermediaries 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.

For Intermediaries only.

Our panel

August

19th

10:00

60 minutes

Criteria Clinic

Adverse Credit (Light & Heavy)

For those little credit blips, forgotten direct debits or that mail order your client got that one time. In life, things get missed. Missed payments can lead to bigger problems when it comes to borrowing money in the future. These lenders will help ease frustrations and see the common sense behind it, if you've got a case to place or just want to learn more our panel will be on hand.

Join us for our next LIVE Criteria Clinic at 10am on 19th August 2024 where we will be answering your questions on criteria relating to Adverse Credit 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:
Melton Building Society
OSB
Buckinghamshire Building Society
Norton Home Loans

August

28th

12:30

60 minutes

Lender Spotlight

Lender Spotlight with MT Finance

MT 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

September

2nd

10:00

60 minutes

Criteria Clinic

Ex-pats and foreign nationals

Join us for our next LIVE Criteria Clinic at 10am on 2nd September 2024 where we will be answering your questions on criteria relating to Ex-pats and foreign nationals 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:
Family Building Society
Keystone
Market Financial Solutions
Darlington Building Society

September

16th

10:00

60 minutes

Criteria Clinic

Holiday Lets & Holiday Homes

Join us for our next LIVE Criteria Clinic at 10am on 16th September 2024 where we will be answering your questions on criteria relating to Holiday Lets & Holiday Homes 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:
Swansea Building Society
Harpenden
Lendinvest

September

30th

10:00

60 minutes

Criteria Clinic

Semi-Commercial

Join us for our next LIVE Criteria Clinic at 10am on 30th September 2024 where we will be answering your questions on criteria relating to Semi-Commercial 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

October

14th

10:00

60 minutes

Criteria Clinic

Complex Income Types & Affordability

Join us for our next LIVE Criteria Clinic at 10am on 14th October 2024 where we will be answering your questions on criteria relating to Complex Income Types & Affordability 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

October

28th

10:00

60 minutes

Criteria Clinic

HMO's and MUFB's

Join us for our next LIVE Criteria Clinic at 10am on 28th October where we will be answering your questions on criteria relating to HMO's and MUFB's 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:
Zephyr Home Loans
Keystone
OSB
Market Financial Services

November

11th

10:00

60 minutes

Criteria Clinic

Self Build

Join us for our next LIVE Criteria Clinic at 10am on 11th November 2024 where we will be answering your questions on criteria relating to Self Build 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:
Saffron Building Society
Harpenden
Melton Building Society

November

25th

10:00

60 minutes

Criteria Clinic

Self Employed

Join us for our next LIVE Criteria Clinic at 10am on 25th November 2024 where we will be answering your questions on criteria relating to Self Employed 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

December

9th

10:00

60 minutes

Criteria Clinic

Semi-commercial Bridging

Join us for our next LIVE Criteria Clinic at 10am on 9th December 2024 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:
Market Financial Solutions
Lendinvest

Some of Our Previous Events

25th

July 24

10:00

Duration: 60m

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

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

22nd

July 24

10:00

Duration: 60m

Criteria Clinic

Large Loans

We understand the challenges you face when dealing with large loans in the ever-evolving mortgage market. That is why we have brought together some of our industries experts who are eager to share their criteria, best practices, and expert tips to place those cases! Join us for our next LIVE Criteria Clinic at 10am on Monday 24th July 2024 where we will be answering your questions on criteria relating to Large Loans! 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:
Amar Mashru, Business Development Manager at Family Building Society
Richard Miles, Executive Manager at Swansea Building Society
Lee Williams, Business Development Manager at Saffron Building Society
Hayley Evans, Key Relationship Manager at Kent Reliance
Chelsea Pordage, Business Development Manager at Harpenden Building Society

3rd

July 24

12:30

Duration: 60m

Lender Spotlight

Market Financial Solutions

Join Emma Jones, Business Development Manager from Market Financial Solutions (MFS), as she presents the ins and outs of our new, innovative product, Bridge Fusion. Designed to blend the best of our two specialist finance products, Bridging Finance & Buy-To-Let, this webinar unlocks the secrets of our hybrid product to provide brokers with a deeper understanding by: Breaking down how our product works Outlining where Bridge Fusion fits within the wider property finance market Highlighting its core advantages for your clients Sign up today to find out more… MFS 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

Emma Jones, Business Development Manager from Market Financial Solutions

28th

June 24

12:00

Duration: 60m

Question of Knowledge

Knowledge Bank - Question of Knowledge with Kent Reliance

The self-employed mortgage market is bigger and more complex than ever before, there are a potential 4.2 million customers with widely different circumstances and businesses, and it’s a market crying out for broker support. Many self-employed and freelance workers don’t think lenders will treat them fairly. Many of the mainstream lenders simply don’t cater with complex criteria to compliment the variety and variations found in this market, that’s where specialist lenders can really shine. In this session we will look at how lenders assess and interpret self-employed accounts whilst also showing you how our criteria can help support you with 1 years trading, retained profits, using accountant projections, last year’s figures or using an average. 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

Andy Williams, Key Relationship Manager at Kent Reliance

27th

June 24

10:00

Duration: 60m

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

24th

June 24

10:00

Duration: 60m

Criteria Clinic

Second Charges

Buzz Aldrin, Anne Boleyn, Sir Francis Drake. Just because they were second doesn’t make them any less important! The same goes for taking out a Second Charge. Whether it be for home improvement, personal costs, or simply to avoid early repayment charges on the main mortgage, a Second Charge may be the best option for your clients, but would you know where to start? Join us for our next LIVE Criteria Clinic at 10am on Monday 24th June 2024 where we will be answering your questions on criteria relating to Second Charges 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:
Tom Stringer, Business Development Manager at Norton Homeloans
Chris Pedlar, Key Accounts Manager at United Trust Bank
Joanna Elton, Intermediary Relationship Manager at Together

13th

June 24

09:30

Duration: 60m

External Event

Air Later Life Lending Conference

Driving growth through safer tracks We're returning with the National Later Life Adviser Conference for 2024! Our National Later Life Adviser Conference brings together lenders, networks, Ambassadors, and advisers from across the industry under a single roof. Attendees will have the opportunity to participate in a series of sessions conducted throughout the day, featuring insights from industry experts and market leaders aimed at enhancing business practices. Bringing Comprehensive Conversations to Silverstone, we'll be hearing about the safer tracks that are available for advisers to help them deliver better customer outcomes. Here's what you can expect: - Air Academy Summit - Changing demographics of later life customers - Air Academy Symposium - Navigating regulatory compliance in later life lending - Air Pitstops - Drop-in sessions for you to ask the Air team any queries you may have about our tools and support, participate in demos and ask us how to get the most out of Air and your Club membership - Air Academy Masterclasses - Two sessions; Innovations in later life lending solutions & Lead generation and client conversations in later life lending. - Exhibition hall with special guests from across the later life lending and wider industry - Keynote from our special guest speaker - A former Formula One Champion Registration starts at 8:30am with refreshments and network opportunities available throughout the day

Our panel

10th

June 24

10:00

Duration: 60m

Criteria Clinic

Mature Market (Over 50's)

Borrowers over the age of 50 are arguably in the prime of their lives! Often at the height of their career and with children who have flown the nest, they are looking to maximise their income and plan for their retirement. There's are so many options for these borrowers and we look at the flexibility our panel of lenders can offer them. Join us for our next LIVE Criteria Clinic at 10am on Monday 10th June 2024 where we will be answering your questions on criteria relating to The Mature Market (Over 50's) 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: Nathan Waller, Business Development Manager at Family Building Society Matthew Butt, Key Account Manager at LiveMore Chelsea Pordage, Business Development Manager at Harpenden Building Society To be confirmed - MT Finance 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:
Nathan Waller, Business Development Manager at Family Building Society
Matthew Butt, Key Account Manager at LiveMore
Chelsea Pordage, Business Development Manager at Harpenden Building Society
To be confirmed - MT Finance

5th

June 24

12:30

Duration: 60m

Lender Spotlight

Lendco

Lendco 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

31st

May 24

12:00

Duration: 60m

Question of Knowledge

Zephyr Home Loans

Professional Landlord BTL Opportunities During the webinar, Andy will provide some useful insight on the BTL market, with a particular focus on highlighting opportunities to help landlords leverage their property the best way for their individual needs, in areas such as HMOs and incorporation. And, of course, you will hear a bit more about Zephyr and how they can help you with their specialist BTL criteria and broker service. If you advise on BTL cases, it’s a webinar not to be missed! Zephyr Homeloans 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

Join Andy Rowe, Head of Sales at the award-winning BTL lender, Zephyr Homeloans for this insightful webinar and discussion with Shane Chawatama.