TMA becomes the first DA Club to offer mortgage criteria search system through Knowledge Bank

03 October 2018

TMA Club has today announced that it has entered into an agreement with Knowledge Bank, making it the first mortgage club to offer the mortgage criteria’s search system, designed specifically for mortgage advisers.

Knowledge Bank provides advisers with access to its sophisticated filtering system, which is able to search over 70,000 different criteria from 165 lenders. This allows advisers to establish which lender would be most suitable for their client’s specific requirements.

Advisers can look at an unlimited number of criteria in any search to place mortgage cases. They can also save their search results to their client’s file electronically, demonstrating clear evidence of their research.

The agreement follows a number of technological enhancements that TMA has recently made to its proposition, including the addition of both CIExpert and Intelliflo.

Rob McCoy, Senior Product & Business Manager at TMA, commented:

“We are delighted to be the first Mortgage Club to announce the introduction of Knowledge Bank. This is a great step in enhancing the services available to our valued advisers to ensure they continue providing top quality service.

“As we continue to expand our offering to advisers, additions to our proposition such as this provide them more choices, including 24/7 access, and reiterates our position as being more than just a mortgage club.”

Nicola Firth, CEO of Knowledge Bank, commented:

“We look forward to assisting what is one of the UK’s most innovative mortgage clubs in its efforts to support advisers to provide their clients with the solutions for their individual needs. With both TMA’s strong position in the UK’s intermediary market and our position, offering the first searching system of its kind in the UK, we will work together to provide advisers with access to this unrivalled platform to meet clients’ mortgage needs in seconds.”