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Knowledge Bank makes criteria clinics a permanent fixture

Jessica Bird

September 17, 2020

Due to demand from brokers for their first six of Knowledge Bank’s Criteria Clinic sessions, the company will now host the webinars on a permanent basis. 

The educational sessions were initially introduced in early July to help brokers during lockdown, and have been brought back as a permanent feature at the request of both brokers and lenders.

The events comprise expert advice, as well as the chance to place brokers’ cases live during the sessions.

Brokers who attend a full webinar also receive 60 minutes of CPD and a certificate.

The first of the next series will take place on Monday 21 September at 10am. Each webinar will involve a panel of experts from a cross-section of lenders, discussing the issues and hot topics that brokers are most concerned about.

Each session will take an in-depth look at a particular area of lending.

Brokers will be able to ask questions of lenders and discuss criteria issues that they have encountered; the sessions also aim to give brokers an insight into what different lenders are experiencing.

The first of this series will be on semi-commercial properties, hosted by CEO and founder of Knowledge Bank, Nicola Firth.

Four lenders are booked to join the session: Adrian Moloney, group sales director, OneSavings Bank & Precise Mortgages; Gavin Seaholme, head of sales at Shawbrook Bank; Richard Miles, head of savings and area manager (East Wales), Swansea Building Society; and Alex Upton, commercial director at Hampshire Trust Bank.

Firth said: “We received such positive feedback from the first set of six webinar sessions that we felt compelled to continue hosting these and sharing more knowledge with brokers.

“Brokers were immensely positive about the fact that they could actually place cases while on the webinar.

“This brings something totally different to anything else in the market at the moment and shows the immediate value.

“Even those who didn’t directly place a customer on the webinar, took away valuable learnings and later fed back that they found placing their own cases much easier and more successful.

“By having lenders involved we create compelling dialogue and add different perspectives from which everyone benefits.”


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