Our Events

November
1st
12:30
45 minutes
Lender Spotlight
Shawbrook: Buy to Let Portal
Join us for this exclusive Lender Spotlight where we’ll be demonstrating our new MyShawbrook Buy-to-Let Portal. During this free 45 minute webinar, we’ll take you on a short tour of the new portal which uses advanced decisioning techniques and sophisticated insights to deliver a game-changing mortgage application process.

Supporting non-portfolio to specialist investors, MyShawbrook Buy-to-Let transforms the experience for brokers and customers with:
- Instant Indicative Mortgage Offers (IMOs)
- Automatic Property Valuations (AVMs) available at the IMO stage
- Integration with third parties including Companies House and Hometrack

The future of Buy-to-Let is here. Don’t miss your chance to experience it.

Register now to join Emma Cox, Sales Director and Claire Rankin, Director – Strategy & Digital Transformation, for this webinar. Get your questions ready as they will be hosting a live Q&A session at the end with Jordan Garside, Account Manager at Knowledge Bank.
Our panel
Jordan Garside - Account Manager, Knowledge Bank
Emma Cox - Sales Director, Shawbrook Bank
Claire Rankin - Director, Strategy and Digital Transformation, Shawbrook Bank
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November
8th
10:00
60 minutes
Criteria Clinic
Joint Borrower Sole Proprietor inc for the Self-Employed
From individuals buying in with family, friends, or even partners, there are many reasons why joint borrowing exists with only a single proprietor or owner. This carries its own risks and criteria specifications, especially for those who are self-employed.
Our panel
Jean Errington - Business Development Manager, Harpenden BS
Metro Bank
Claire Askham - Head of Mortgage Sales, Buckinghamshire BS
Michelle Ash - National Account Manager, Newcastle BS
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November
22nd
10:00
0 minutes
Criteria Clinic
Large Loans / Professionals / Complex Income
Most people would class a successful career as, amongst other things, more money. This may also come from various income streams.
Most people also live within their means, meaning the more money they have, the larger the mortgage they may need. But when does a loan become ‘large’? When does a client qualify for a ‘professional’ mortgage? And do you know how lenders will view multiple income elements?
Our panel
Richard Miles - Area Manager (East), Swansea Building Society
TBC - Kensington Mortgages
Sarah Rose - Business Development Manager, Darlington Building Society
Graeme Aitken, Business Development Manager - Harpenden BS
Foundation
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December
6th
10:00
60 minutes
Criteria Clinic
Bridge to Term / Let
Bridging is becoming ever more popular, cheaper, and much more accessible for refurbishment and renovation, but how much do you know about using bridging finance to secure a property that your clients aim to rent out?

Using bridging loans to initially obtain a property could speed up the growth of your client’s property empire, but are you aware of where to look to access this and how the lenders view it?
Our panel
Roma Finance
Ross Sheppard - Business Development Manager, Castle Trust
LendInvest
Marcus Dussard - Sales Director, Hampshire Trust Bank
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January
10th
10:00
60 minutes
Criteria Clinic
Remortgages - Capital Raising
Our panel
Chris Kirby - Key Account Manager, Kensington Mortgages
Foundation Home Loans
Metro Bank
Harpenden BS (TBC)
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January
24th
10:00
60 minutes
Criteria Clinic
First Time Buyers - Deposits, Affordability, Shared Ownership, Help to Buy, JBSP
Our panel
Chris Kirby - Key Account Manager, Kensington Mortgages
Ralph Punter - Business Development Manager, Teachers for Intermediaries
Emma Evans, Intermediary Sales Manager - Newbury Building Society
Foundation Home Loans
Saffron for intermediaries (TBC)
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January
26th
10:00
60 minutes
Criteria Clinic
Knowledge Bank Packager Clinic - Specialist Resi, Complex BTL and Second Charges
Join us for our next LIVE Criteria Clinic at 10am on Wednesday 26th January where we will be placing cases with four packagers on Specialist Residential, Specialist BTL and Second Charges.
Our panel
Jason Berry, Group Sales & Marketing Director, Crystal Specialist Finance
Michael Craig, Sales Director - Brilliant Solutions
Stewart Simpson, Second Charge Mortgage Specialist - Brightstar
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February
7th
10:00
60 minutes
Criteria Clinic
Expats and Foreign Nationals
Our panel
Castle Trust
Liam Lawlor, Sales Director - Octane Capital
Foundation Home Loans
Emma Evans, Intermediary Sales Manager - Newbury Building Society
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February
21st
10:00
60 minutes
Criteria Clinic
Non-Standard Construction
Our panel
Harpenden Building Society
Saffron for Intermediaries
Mansfield BS (TBC)
United Trust Bank (TBC)
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March
7th
10:00
60 minutes
Criteria Clinic
Auction Bridging Finance
Our panel
MT Finance
Roma Finance
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April
4th
10:00
60 minutes
Criteria Clinic
Consumer BTL
Our panel
Metro Bank
Maeve Ward - Commercial Director, Mercantile Trust
Furness BS
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Some of Our Previous Events

25th
October 21
10:00
Duration: 60m
Criteria Clinic
Buy to Let: Remortgages - Capital Raising
The Buy to Let market and property portfolios are on the rise. Whilst this can hold its own challenges, it can also open a lot of opportunities when it comes to raising funds. Would you know where to go when it comes to Remortgages or Capital Raising?
Our panel
Matthew Lawrence - Regional Account Manager, Castle Trust
Maeve Ward - Commercial Director, Mercantile Trust
Andy Virgo - Director Buy to Let, LendInvest
Grant Hendry - Head of Sales, Foundation Home Loans
15th
October 21
12:00
Duration: 45m
Question of Knowledge
Answers for Adverse
As well as answering your questions LIVE, Nicola, Roger and Liza will be discussing: Reading into Credit Reports Worst Status and Missed Payments CCJ’s and Defaults DMP’s and IVA’s Debt Relief Orders and Bankruptcies Payday Loans Insights into Underwriting
Our panel
Liza, Roger, and Nicola are back together again and on this episode they’ll be discussing Answers for Adverse!
11th
October 21
10:00
Duration: 60m
Criteria Clinic
Contractors
Contract workers can come in lots of forms, all of which carry their own criteria which can be dramatically different from one to the next! Our next Criteria Clinic will be discussing Contractors – from Fixed Term, Short Term, Long Term, CIS, IT and even Subcontractors!
Our panel
Tipton BS - Richard Groom, Head of Mortgage Sales (Intermediary & Direct)
Newbury BS - Emma Evans, Intermediary Sales Manager
Precise Mortgages & Kent Reliance for Intermediaries - Ian Scarrott, Corporate Account Manager
Foundation Home Loans - Mark Whitear, Head of Commercial Development
8th
October 21
13:00
Duration: 60m
Lender Spotlight
Bluestone Mortgages
Bluestone have some fantastic news!!! On Monday 4th October, they are expanding their product offering to include Help to Buy! To support this launch, Bluestone are partnering up with Knowledge Bank for an exclusive HTB webinar on Friday 8th October at 1pm. This webinar will be hosted by their New Build and National Account Manager, Chris Holcomb, who will be joined by Mark Todd, their Key Account Manager, to discuss their new HTB product. In this Lender Spotlight, Bluestone will cover: ● HTB Market update ● HTB within the specialist lending market ● How Bluestone can help you to support more clients ● Q&A
Our panel
New Build and National Account Manager, Chris Holcomb, who will be joined by Mark Todd, their Key Account Manager
4th
October 21
12:30
Duration: 60m
Lender Spotlight
Roma Finance
For the next edition of the Lender Spotlight, we welcome Roma Finance to talk all things short term! Bridging Finance is growing at a fast pace but is still a daunting subject for many. Roma are on hand to answer any questions you may have on the subject – what it can be used for, how to build your business in this area and what to look for when seeking option for your customers. Register now to hear from Steve Smith, national sales manager of Roma, who will be on hand to update you on the latest from Roma, where Roma sit in the marketplace and cover the industry projections and highlights. Make sure you have your questions and enquiries ready. Roma are looking forward to providing you with a lending less ordinary experience.
Our panel
Steve Smith - National Sales Manager, Roma Finance
27th
September 21
10:00
Duration: 60m
Criteria Clinic
Adverse Credit: Larger CCJs/Defaults, Bankruptcies, DMPs and IVAs
Join us for our next LIVE Criteria Clinic where we will be answering your questions on criteria relating to Adverse Credit: Larger CCJs/Defaults, Bankruptcies, DMPs and IVAs, and helping you place those cases.
Our panel
This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us to answer your questions and give you some valuable insight into this area of lending on Monday are:

Mark Hollands - National Account Manager, Bluestone Mortgages
David Eaves - Head of Sales, The Mortgage Lender
Chloe Bowden-Davies - Regional Development Manager, Pepper Money
Sarah Hartwell - Corporate Sales Manager, Vida Homeloans
20th
September 21
12:30
Duration: 45m
Lender Spotlight
Lender Spotlight webinar with Shawbrook Bank to discuss the Buy-to-Let Market
We’re thrilled to invite you to a free 45 minute webinar with Shawbrook Bank to discuss the Buy-to-Let Market, on 20 September. Please join Gavin Seaholme, Head of Sales at Shawbrook, as he discusses being a specialist lender in Buy-to-Let and what is happening in this market. Gavin will also focus on investor trends such as: • Regional Variances • Asset types i.e. HMO and multi units • Tenancy types like supported living • Portfolio landlords Get your questions ready, as we will be hosting a live Q&A session at the end with Jordan Garside, Account Manager at Knowledge Bank who will be asking your questions.
Our panel
Gavin Seaholme - Head of Sales, Shawbrook Bank
Jordan Garside - Account Manager, Knowledge Bank
17th
September 21
12:00
Duration: 45m
Question of Knowledge
Maximising potential for the Self Employed
As well as answering your questions LIVE, Nicola, Roger and Liza will be discussing: • Understanding the Self-Employed • Self-Employed Trends • Self-Assessments • Evidencing Income • Tax Calculations & Annual Overviews • Types of Businesses – Sole Traders/Partnerships/PLC • Guidance of Reading Accounts
Our panel
Nicola Firth - CEO & Founder, Knowledge Bank
Roger Morris and Liza Campion from Precise Mortgages, Kent Reliance for Intermediaries and InterBay Commercial
13th
September 21
10:00
Duration: 60m
Criteria Clinic
Heavy Refurbishment Bridging
Using Bridging Finance can open a lot of doors. It can also knock down walls, fit new kitchens, rewire the entire property, or maybe even landscape the garden! The question is, when does a refurbishment become ‘heavy’, and how is Bridging Finance best used to facilitate it? Find out by joining us for our next Criteria Clinic!
Our panel
This Clinic will be hosted by our CEO and Founder, Nicola Firth and joining us to answer your questions and give you some valuable insight into this area of lending on Monday are:

Jamie Pritchard - Director of Sales, Glenhawk
Gareth Lewis - Commercial Director, MT Finance
Richard D'Souza - Market Financial Solutions
Steve Smith - Key Account Manager, Roma Finance
Owen Bentley - Key Account Manager Bridging, United Trust Bank
6th
September 21
12:30
Duration: 45m
Lender Spotlight
Zephyr Homeloans
In this Lender Spotlight webinar, we welcome back Zephyr Homeloans for a LIVE Q&A discussion focusing on the specialist buy-to-let market. From SPVs to FACs, HMOs and MUFBs – this can be a confusing sector for you and your landlord clients. Zephyr are here to share their expertise and help answer any of your questions. Register now to hear from Paul Fryers (Zephyr MD) who will explain Zephyr’s proposition and highlight recent market insights. Zephyr’s resident expert Andy Rowe (Regional Sales Manager) will also be on hand to share his view on all things case and criteria related. Get your questions ready as we will be hosting a live Q&A session at the end with Jordan Garside, Account Manager at Knowledge Bank asking your questions.
Our panel
Paul Fryers - Zephyr MD
Andy Rowe - Regional Sales Manager
Jordan Garside - Account Manager, Knowledge Bank