Mortgage Criteria Search System

Knowledge Bank combines technical expertise with mortgage broker sector knowledge which is the perfect combination!

There are very positive reviews and testimonials from mortgage brokers using the service. Our experience of speaking with Nicola and the team has been excellent.

We have recorded an interview with Nicola Firth, CEO & Founder of Knowledge Bank, which is available in our Blogs & Media section.

Knowledge Bank is the largest criteria search system, designed to make the placement of mortgage business easier and quicker.

Knowledge Bank will grant you instant access to an easy to use, side-by-side comparison of over 120,000 pieces of individual criteria from over 250 lenders.

As well as holding the most criteria, thousands of which cannot even be found on lender’s websites or in the trade press, the multi-award-winning system is the only one that holds criteria for all 7 lending areas:

• Residential
• Buy to Let
• Second Charges
• Equity Release
• Self-Build
• Bridging
• Commercial

Criteria on Knowledge Bank is verified and input directly by lenders, all in real-time. This means that as soon as a piece of criteria goes live with a lender, Knowledge Bank is the first to know. This, along with additional functionality such as up to date SVRs, lender service levels, and The Bank – which allows you to view all the criteria of a specific lender in one place, makes it easy to see why both advisers and lenders love Knowledge Bank.

Removing the time-consuming need to individually contact each lender from your sourcing results, Knowledge Bank will open up opportunities with lenders who may not usually spring to mind and save you time figuring out which lenders will not accept a certain client which, in turn, will increase client turnover and revenue.

By using Knowledge Bank, not only will you be able to advise your clients quicker and more efficiently, but you will also be strengthening the compliance of your files. The Evidence of Research function will create a personalised document detailing why your choice was the most suitable for your client and their needs, adding another layer of reasoning to the lender of choice.

• The largest database of mortgage criteria in the UK, with over 250 lenders and over 120,000 pieces of criteria
• Contains previously unpublished criteria information that cannot be found via lender websites or product guides
• No limit on the number of searches or criteria filters applied to one search
• Access to The Bank, which lists every piece of a lenders criteria in one place
• Available 24 hours a day, 7 days a week so you never again have to wait for a callback
• Fully compliant and personalised ‘Evidence of Research’ function, enabling information to be printed and/or saved as a PDF on customer files alongside your product sourcing results
• An enhanced search tool making it quicker and easier to find the right criteria straight away
• Save your own notes on each piece of lender criteria, visible only to the user

Available 24 hours a day, 7 days a week so you never again have to wait for a callback.

The system is really easy to use and you can schedule a demonstration too.