Streamline client onboarding with eCOS
Mar 6, 2023 11:00 AM
In an effort to make more information available to buyers upfront, part of a conveyancer’s onboarding responsibilities is the completion of Law Society TA forms, a process that can take a long time.
In this webinar, we’ll touch on how onboarding questionnaires, licensed Law Society TA forms, client care packs, can be managed within the eCOS platform, as well as reviewing how managing identity and financial checks are possible, all within a single platform.
Booking link: https://us02web.zoom.us/webinar/register/1316771514964/WN_UafwqDQrTumb8xDVCNGO_g
Evolving our content library – what’s new with Property Report content?
Mar 7, 2023 11:00 AM
Standardising your conveyancing processes and documents is critical in improving productivity and the speed at which client matters are handled. But in a world where teams are increasingly dispersed, maintaining consistency can be a challenge.
Join us on Tuesday, 7 March, 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.
Register today!
https://us02web.zoom.us/webinar/register/1116771517404/WN_6-Wlnn7xRTeYENfiHyMHKQ
Friction-free post-completion
Mar 8, 2023 11:00 AM
Post-completion is 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 guarantee improvements for staff or clients: there are many more factors to consider to enjoy friction-free post-completion.
Join us on Wednesday, 8 March, 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
Book your place today!
https://us02web.zoom.us/webinar/register/6716771523649/WN_sjW1FjfsTb-vS04Pf420gA
PII Renewal Support
Mar 10, 2023 11:00 AM
Professional Indemnity Insurance renewal can be stressful and usually involves significant resources to compile the data required by insurers. However, providing the insurer more information about your processes can significantly reduce your premiums.
Join us as we explore how InfoTrack can help through reporting’s extensive capabilities and integrations to simplify the renewal process, helping your team answer insurers’ questions quickly and confidently.
During this 30-minute session, we’ll touch on the following:
· Our PII-support report highlighting relevant processes and safeguards used to help keep you compliant across onboarding, post completion
· PII Data report providing an export of key risk factors (numbers of AML searches) for accurate renewal forms
· Real-time visibility of risk factors enables proactive management of issues as they occur
Register today!
https://us02web.zoom.us/webinar/register/5016771546552/WN_6gZlFB96QBeldnIyN5c-ZA
eCOS – AML via eCOS
Mar 13, 2023 11:00 AM
Performing accurate, timely 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, 13th March, 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 today!
https://us02web.zoom.us/webinar/register/1716728334133/WN_umu2AO2xRy-GpW9EkEr1vg
Property Report – Covenants, easements and rent charges
Mar 14, 2023 11:00 AM
Creating a report on title can be a time-consuming affair and one, when done manually, that’s open to error and, potentially, risk.
In this 30-minute webinar, we’ll explore how automation removes both the administrative burden and risk of error from your reports, meaning your clients receive the key information about their property swiftly and have total confidence in its accuracy.
Learn how Property Report:
· Automatically extracts data from your local authority, drainage and water, and environmental searches
· Highlights issues related to covenants, easements, rent charges and more
· Provides access to a shared content library, enabling consistency of reports across your firm
· Delivers complete reports on title in as little as 15 minutes
Register Today!
https://us02web.zoom.us/webinar/register/3016728340455/WN_E8yWaLmDQHaQ4FB9vn1iQA
PII Renewal Support
Mar 17, 2023 11:00 AM London
Professional Indemnity Insurance renewal can be stressful and usually involves significant resources to compile the data required by insurers. However, providing the insurer with more information about your processes can significantly reduce your premiums.
Join us as we explore how InfoTrack can help through reporting’s extensive capabilities and integrations to make the renewal process more straightforward, helping your team answer insurers’ questions with ease and confidence. During this 30-minute session, we’ll touch on the following:
· Our PII-support report highlighting relevant processes and safeguards used to help keep you compliant across onboarding, post-completion
· PII Data report providing an export of key risk factors (numbers of AML searches, the geographic split of customers) for accurate renewal forms
· Real-time visibility of risk factors enables proactive management of issues as they occur
Register Today!
https://us02web.zoom.us/webinar/register/7016728366984/WN_00yUn2FRRsSzDjYbgg8XtQ
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.
