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Primis agrees Knowledge Bank tie-in

  • 16/07/2019
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Primis agrees Knowledge Bank tie-in
Primis Mortgage Network will be offering Knowledge Bank’s mortgage criteria search system to all its members.


Advisers can look at an unlimited number of criteria in any search to place cases, including residential, buy-to-let, second charge, equity release, self-build, overseas, bridging and commercial loans.

Search results can be saved to a client’s file electronically, demonstrating clear, personalised evidence of their research.

Primis said it will also be adding a new back office operating system to its proposition later this year.


Streamline applications

Primis proposition director Vikki Jefferies (pictured) said technology was clearly proving to have a hugely positive impact on the mortgage market.

“Tools like these continue to become increasingly valuable in this way, providing that extra ounce of support for advisers looking to simplify and streamline the application process,” she said.

“The hard work that our brokers put in to secure the best possible outcomes for their customers is exactly what drives their businesses forward – and with the addition of Knowledge Bank, we are confident that they will be able to amplify this to help a growing number of consumers with their lending needs.”

Knowledge Bank CEO Nicola Firth said she was looking forward to working with the network and its 2,500 brokers, adding that it would give them more time to provide face-to-face advice.


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