
The Specialist Finance Academy has partnered with criteria search system, Knowledge Bank, to strengthen its support for brokers navigating the specialist lending space.
With increased regulation, tighter lending criteria, and client circumstances becoming more complex, brokers are under greater pressure to offer bespoke, confident advice.
The partnership gives brokers the dual benefit of education through the Academy’s training and resources, alongside the real-time support of Knowledge Bank’s sourcing platform – particularly through tools like Notify.
Notify allows brokers to send case enquiries direct to lenders via their search results on Knowledge Bank, allowing them to work with lenders who they may not have a BDM or account manager for, to check deals fit.
The collaboration also means Academy members will benefit from exclusive training and direct access to the Knowledge Bank team, deepening their understanding of lender appetite criteria across bridging, development, MUFBs, commercial and other specialist areas.
Shane Chawatama, sales director at Knowledge Bank, said: “The Specialist Finance Academy is a timely and valuable initiative for brokers looking to deepen their understanding of an increasingly complex market. While sourcing systems like ours provide critical support, there’s no substitute for knowledge. The Academy will empower brokers to deliver even greater value to their clients.”
Kim McGinley (pictured), founder of the Specialist Finance Academy, added: "This partnership just makes sense. We’re here to help brokers say yes to more clients – and having Knowledge Bank alongside us gives our members a real advantage.”