Complete Digital Onboarding with Verification of Funds
27th March at 11.00 am (1 hour)
In this webinar, we’ll be exploring how onboarding your clients through InfoTrack’s eCOS solution can benefit fee earners and clients through:
· Remote ID verification through biometric checks
· More accurate, 5th directive-compliant AML checks leveraging open banking and multiple official data sources
· Pre-population and cross-checking of key data with relevant documents across the rest of the conveyancing journey
· Integration with over 15 leading CMS providers
https://us02web.zoom.us/webinar/register/9316793939805/WN_8fDT-vOpQEeAvdXE4SED2w
FREE Property Reports with InfoTrack
28 March at 11.00 am (30 minutes)
Remove the administrative burden and risk of error from your reports on title. InfoTrack’s Property Report solution allows you to send your clients key information about their property with total confidence in its accuracy, and at no extra cost.
Join us in this 30-minute session, to learn how Property Report facilitates:
· Automatic extraction of data from your local authority, drainage and water, and environmental searches
· Access to a shared content library, enabling consistency of reports across your firm
· Complete reports on title in as little as 15 minutes
· Risk assessment by highlighting issues related to covenants, easements, rentcharges and more
https://us02web.zoom.us/webinar/register/3016728340455/WN_uxF98HgnQjyxIqBdU2RICg
PII Renewal Support
30 March at 11.00 am (30 minutes)
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
https://us02web.zoom.us/webinar/register/5016771546552/WN_jKYSeq4WToK6cFBl2cW__w
eSignatures for Commercial Transactions
31 March at 11.00 am (1 hour)
From working out corporate structures and ownership to processing complex sites, commercial transactions can often be a juggling act with many elements to manage.
InfoTrack’s commercial offering provides you with an eSignatures service so that you can swiftly and efficiently obtain signatures without any extra work.
Join us on Friday, 31st March, as we demonstrate how you can complete your transactions wherever you are. Register now to learn more.
https://us02web.zoom.us/webinar/register/1316728304368/WN_2vPEoD-ZRiSXobeYU05nvA
2 weeks to 2 days with digital client onboarding
3 April at 11.00 am (1 hour)
In this webinar, we’ll be exploring how onboarding your clients through InfoTrack’s eCOS solution can benefit fee earners and clients by reducing onboarding from 2 weeks to 2 days.
Join us at 11 AM to discover the benefits of features like:
· Remote ID verification through biometric / RFID document checks
· More accurate, 5th directive-compliant AML checks leveraging open banking and multiple official data sources
· Pre-population and cross-checking of key data from VoI / AML results with relevant documents across the rest of the conveyancing journey
https://us02web.zoom.us/webinar/register/4316769007271/WN_PBHSxKNURp-VkACVbAVGDQ
Data driven Property Reports
4 April at 11.00 am (30 minutes)
Creating a report on title can be time-consuming and open to error and risk when done manually.
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, with 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
https://us02web.zoom.us/webinar/register/7716768972950/WN_5ktMM6-USIyRJPj-xuakxw
Digital Post-Completion with InfoTrack
5 April at 11.00 am (1 hour)
Post-completion has undergone a significant ‘digital shift’ in recent years, most recently with the switch to AP1 submissions. InfoTrack has been a key partner in many firms’ journey through digitisation with a platform that has significantly streamlined the post-completion processes.
Join us as we demonstrate how we help firms submit, manage and monitor post-completion tasks through:
· Integration with HMRC and HMLR
· Automatic pre-population of data for SDLTs (70% complete) and AP1s (90% complete), reducing errors and requisitions
· Up-to-date SRA information on the other side’s solicitors
· Easy-to-select Local Authority codes
· Automatic attachment of SDLT5s from the matter – removing duplication of effort
https://us02web.zoom.us/webinar/register/7916768975115/WN_DBEK37SoR4-VRHTZ4h31Eg
Enhanced compliance with SignIT for Deeds
6 April at 11.00 am (1 hour)
InfoTrack’s SignIT tool was designed to help firms obtain signatures and remove the risk associated with printing, scanning, and posting documents.
Join us on Thursday, 6 April, as we walk you through how to get the best out of the first HMLR-compliant solution for submitting electronically signed deeds, ensuring you are compliant with all Land Registry requirements, including:
• 6-digit OTP sent via SMS
• Providing conveyancer certification
• Witness statement and signature
• Time and date of the signatures
• The IP address of the devices used to sign electronically
https://us02web.zoom.us/webinar/register/4416776720004/WN_-wXAHLZmSHKxNbUpiH0v3g
Evolving our content library – what’s new with Property Report content?
11 April at 11.00 am (30 minutes)
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, 11 April, 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.
https://us02web.zoom.us/webinar/register/1116771517404/WN_66m7xETHQAq2WNyRYjzHag
Friction-free post-completion
12 April at 11.00 am (1 hour)
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.
There are many more factors to consider to enjoy friction-free post-completion.
Join us on Wednesday, 12 April, 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
https://us02web.zoom.us/webinar/register/6716771523649/WN_7iToGWTeQ1CXOfGne6-geQ
Market leading search indemnities from Aviva and CLS
13 April at 11.00 am (1 hour)
It’s important to protect your client when they purchase a property, which is why at InfoTrack, we offer a range of search indemnity and insurance products.
Join us on Thursday, 13 April, as we detail how our range of search indemnity and insurance products from Aviva and CLS provides you and your clients with the peace of mind required to buy confidently. In this session, we’ll be covering the following:
– The benefits of ordering indemnities through InfoTrack for your firm
– How InfoTrack comprehensively accounts for any risk that may arise in a transaction
– Bespoke indemnity policies
– Plans for the future
https://us02web.zoom.us/webinar/register/4516728306815/WN_uIC6nR31RRW5fBH354tGOw
2 weeks to 2 days with digital client onboarding
17 April at 11.00 am (1 hour)
In this webinar, we’ll be exploring how onboarding your clients through InfoTrack’s eCOS solution can benefit fee earners and clients by reducing onboarding from 2 weeks to 2 days.
Join us at 11:00 AM to discover the benefits of features like:
· Remote ID verification through biometric / RFID document checks
· More accurate, 5th directive-compliant AML checks leveraging open banking and multiple official data sources
· Pre-population and cross-checking of key data from VoI / AML results with relevant documents across the rest of the conveyancing journey
https://us02web.zoom.us/webinar/register/4316769007271/WN_YTK5IHPcRcCG5_L8Hivdmw
Property Report – Covenants, easements and rent charges
18 April at 11.00 am (30 minutes)
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
https://us02web.zoom.us/webinar/register/3016728340455/WN_qQYHHvLDTbOGUUm7-cTzhg
Reducing requisitions and expediting post-completion
19 April at 11.00 am (1 hour)
Requisitions are a source of frustration for all conveyancers. Without a doubt, you’ll receive them on a weekly basis and manage the communication back and forth with HMLR; even in the ‘new’ world of digital AP1s, this can be a time-consuming process.
We’ll explore how to reduce requisitions and areas where you can expedite the post-completion process through the InfoTrack platform. Join us to learn how you can:
· Reduce error through pre-population of data
· Manage requisitions through an intuitive chat portal
· Benefit from built-in validations from HMLR and our own experience of handling close to 1 million digital AP1s
· Reduce duplication of effort by sending multiple forms in a single submission
https://us02web.zoom.us/webinar/register/9016728341281/WN_x-9qSNtdQO6d_u4YXTFibQ
UK Finance Lender Handbook and CQS Requirements
20 April at 11.00 am (45 minutes)
Compliance and risk mitigation have become increasingly important in recent years. Still, with frequent changes to regulation and the mortgage market, staying on top of your obligations can be challenging.
Join us to find out how CQS and lender requirements can be supported in InfoTrack through the ability to:
· View Parts 1, 2 & 3 of the Lenders’ Handbook for all lenders in England and Wales
· Save a copy of all answers checked to your file
· Sign up to receive alerts when lenders make a change to Part 2
https://us02web.zoom.us/webinar/register/6616728333530/WN_B9qHT4DUT–ISsm0qEQWDg
AML via eCOS
24 April at 11.00 am (1 hour)
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 as we demonstrate how eCOS One-click AML:
• Allows you to extract the client’s information directly from their identity document
• ID and PEP / Sanctions checks 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
https://us02web.zoom.us/webinar/register/1716728334133/WN_2iRIdLjgQ_GbVhkh1sSJ9w
CQS Compliance and Property Report
25 April at 11.00 am (30 minutes)
How do you stay up to date on constantly changing guidance on where and when to provide advice to clients and maintain your firm’s compliance?
During this 30-minute webinar, we’ll demonstrate how InfoTrack’s award-winning solution not only simplifies and standardises the creation of your Reports on Title but supports your firm in understanding and fulfilling your responsibilities with regard to:
· Adherence to the SRA Principles
· Law Society best practice and the Conveyancing Protocol
· Navigating areas of high-risk litigation
https://us02web.zoom.us/webinar/register/9016728299701/WN_Jt37YBdhTBm46FQViad3Uw
CQS Compliance and Post-Completion
26 April at 11.00 am (30 minutes)
Managing post-completion through InfoTrack not only speeds up the application process for AP1s, it also adds compliance safeguards by automating key processes and minimising the risk of human error.
Join us as we explore how InfoTrack helps mitigate risk and improve CQS compliance through:
· Automatic population of data into AP1s
· Auto attachment of SDLTs
· Visibility of the status of every AP1 your firm has submitted
· Integration with LMS and all major Case Management Systems
https://us02web.zoom.us/webinar/register/2116728302525/WN_KsutDxqaQQmNLKQpBSnBmw
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.
