Knowledge Bank has announced a new partnership with Answers in Retirement Group (Air Group) creating a ‘super software’ between its mortgage criteria search tool and the Air Sourcing platform for later life advisers. 

 

The advanced technology created is the first time a dedicated criteria platform and a dedicated product sourcing platform have been integrated together in the later life lending space.

 

Knowledge Bank has significantly increased its offering on later life lending policy and is the largest database of mortgage lending criteria held anywhere in the UK. Kept up to date by the lenders themselves via their own secure portals, the system holds over 4,000 individual pieces of criteria on equity release products alone. This is further split down into granular detail where lenders have multiple brands and funding lines.

 

Air Sourcing already contains a significant number of criteria options to be utilised by its users, however adding Knowledge Bank’s thousands of additional criteria now gives its users unprecedented insight into the availability and compatibility of hundreds of later life products. 

 

From today, Knowledge Bank’s detailed later life criteria information will be overlaid on top of Air Sourcing’s product results to be utilised efficiently by advisers.

 

Existing Air Sourcing users can access Knowledge Bank by simply entering the sourcing screen on the Air Sourcing platform. Complete your client’s information to open the sourcing session and click the Criteria option.

 

  • If you are a new Knowledge Bank User simply click “Claim Your Free Trial” to begin with 30 days free!
  • Existing Knowledge Bank users will simply need to click the “Link your account” option once logged into Air Sourcing to link your 2 systems together.

 

Any new Knowledge Bank users that sign up via Air Sourcing will receive a fantastic discount rate of only £12.75 + VAT per month, or £134.99 + VAT per year! Group discounts also apply.

 

All existing Knowledge Bank users, can access Air Sourcing for free and to do so, they can register here.

 

Air Sourcing are hosting a free webinar on Monday 11th May at 11.00am hosted by Helen Smith, Head of Training so you can see just how easy and efficient this “super tech” is to get the best possible outcomes for your clients every time. You can register here for Monday's webinar.