Knowledge Bank unveils AI criteria search tool for brokers Mortgage Strategy

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Knowledge Bank has launched an AI-powered criteria search tool to help brokers navigate complex cases more quickly.

The beta version of KB Assist lets brokers type in their case query and receive instant AI-generated suggestions on the most relevant criteria areas to explore.

The aim is to streamline the search process, cut down on uncertainty and support both standard and unusual cases. All Knowledge Bank subscribers get to use the new AI tool at no extra cost.

Knowledge Bank said the tool would be particularly valuable for brokers handling unusual scenarios, where identifying a starting point can be a challenge, as well as for newer advisers who may benefit from additional guidance.

Knowledge Bank chief executive Nicola Firth said: “For the first time, brokers can harness AI directly within Knowledge Bank to streamline their process, improve accuracy and deliver an even better service to their clients.”

“We’re proud to be the first to bring this innovation to the market – and this is only the beginning. A whole series of AI-based releases are in development, designed to elevate the experience for both brokers and lenders.”


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