InfoTrack

All you need to know on upcoming webinars with InfoTrack

eCOS – AML via eCOS

Jan 16th, 2023 11:00am

Performing accurate, timely anti-money laundering (AML) checks is a key part of an efficient client onboarding process and lays the foundations for compliance across the conveyancing journey.

Managing AML through InfoTrack’s eCOS onboarding solution allows you to quickly and easily order an AML check to fulfil your KYC responsibilities with a single click of your mouse.

Join us on Monday, 16th January, as we demonstrate how the eCOS One-click AML:

  • Allows you to extract the client’s information directly from their identity document
  • Checks ID and PEP / Sanctions status against 12 official datasets
  • Complies with the latest EU 5th Directive requirements
  • Is HMRC Safe Harbour compliant
  • Provides ongoing monitoring and alerts for 12 months

Register now to learn more.

https://us02web.zoom.us/webinar/register/1716728334133/WN_KQIfmd1dSXml_Hka78FDUg

Property Report – Evolving the content library

Jan 17th, 2023 11:00am

Standardising your conveyancing processes and documents is a critical step in improving productivity, and improving the speed in which client matters are handled. But in a world where teams are increasingly dispersed, maintaining consistency can be a challenge.

Join us on Tuesday 17th January as we demonstrate how Property Report’s in-built content library assists firms in standardising their property reports, reducing time spent searching for and editing documents, by leveraging a compete content library.

Register today!

https://us02web.zoom.us/webinar/register/9716728335189/WN_k6o9DK1NRSGqXR1J4rD3Eg

Friction-Free Post-Completion

Jan 18th, 2023 11:00am

Post-completion is probably the area of conveyancing which has seen the most modernisation in recent years, thanks in part to government mandates for the digitisation of AP1s. But simply “going digital” doesn’t in itself guarantee improvements for staff or clients: there are many more factors to consider to really enjoy friction-free post-completion.

Join us on Wednesday, 18th January, as we explore the factors firms need to consider when digitising their post-completion processes, the potential roadblocks, and how they can be overcome through:

  • Integration with CMSs and Government portals
  • Automatic population of data
  • Automatic attachments of matter-related documents
  • Firm-wide dashboards and reporting
  • Intuitive platform design

Register now to learn more!

https://us02web.zoom.us/webinar/register/2716728336106/WN_5TVPIwfMTgqPDcvYxhK6tw

Commercial: Minimising Risk and Improving Efficiencies

Jan 19th, 2023 11:00am London

Maintaining regulatory compliance and minimising risk are two ongoing causes for concern for commercial conveyancers. Missteps at any point in a transaction have the potential to prove costly to both the firm and the client.

Join us on Thursday, 19th January and explore how InfoTrack’s purpose-built commercial conveyancing solutions help firms address these issues and enable you to manage multiple, large-scale transactions, with confidence, through:

  • Integration with Local Authorities, authorities and document management systems
  • Establishing a ‘single source of truth’ across all conveyancing forms and processes, with full audit trails
  • Intuitive dashboards and standardised documents and processes

Register today!

https://us02web.zoom.us/webinar/register/3616728337476/WN_bqEUWTxyQrCfHfSt68O7DA

LMS and Land Registry Integration

Jan 20th, 2023 11:00am

On a purchase it’s vital to ensure that the mortgage offer is received on time to prevent delay and that the lender’s requirements are met from instruction to post-completion, including verification of the other side’s solicitor and registration of the lender’s charge.

Join us on Friday 20th January to find out how you can streamline this process through integration with LMS:

  • View mortgage offers and save the documents straight to your matter
  • Quickly verify other law firms and their bank details via Confirmly
  • Automate submission of Land Registry documents to LMS

Don’t miss out on this webinar, register today!

https://us02web.zoom.us/webinar/register/6016728338809/WN_fLDd_YO8T6Sk2DMmLD5pAg

This article was submitted to be published by InfoTrack as part of their advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.

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