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TMA Club agrees criteria search partnership deal with Knowledge Bank

  • 02/10/2018
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TMA Club agrees criteria search partnership deal with Knowledge Bank
TMA Club has entered into an agreement with Knowledge Bank to offer the mortgage criteria’s search system, designed for mortgage advisers.


Nicola Firth, CEO of Knowledge Bank (pictured), told Mortgage Solutions that this agreement is aimed at increasing the distribution and helping advisers to save time.

Indeed, advisers can look at an unlimited number of criteria in a search to place mortgage cases and save their search results to their client’s file electronically, demonstrating evidence of their research as requested by the Financial Conduct Authority (FCA).

Nicola Firth told Mortgage Solutions that the lender is talking to others as part of its plans to expand the network, but cannot disclose them at this stage.

This 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 and business manager at TMA, said that the team is delighted to be the first mortgage club to announce the introduction of Knowledge Bank.

He added: “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 with more choice, including 24/7 access, and reiterates our position as being more than just a mortgage club.”

Nicola Firth said: “With both TMA’s strong position in the UK’s intermediary market and ours, we will work together to provide advisers with access to this unrivalled platform to meet clients’ mortgage needs in seconds.”

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