Upcoming events with InfoTrack

InfoTrack Commercial: Premium Portfolio Management

9 June 2023 – 11.00 am (1 hour)

InfoTrack’s commercial services provide the complete package, including a free portfolio management service, helping you obtain the information needed to complete transactions, while you focus on managing client relationships.

Join us as we detail how our powerful suite of commercial solutions can help your firm:

• Research and investigate assets owned by your clients
• Receive dedicated end-to-end project management
• Minimise risk with purpose-built dashboards
• Gain access to simplified commercial mapping and data layers
• Save time through bulk submission of OCE and OS Searches

https://us02web.zoom.us/webinar/register/5616813862929/WN_hcvzgL-SQDqICiYlm91MYg


An introduction to LMS Secure Link

15 June 2023 – 11.00 am (1 hour)

On Thursday, 15 June, Adam Naraine, Product Manager at InfoTrack will be joined by Travis Scholes, Commercial Director at LMS, who will be providing you with an insight into LMS’s Secure Link technology, more specifically the Redemption Statement feature, which you can access via InfoTrack.

This session will include:

– An overview of the LMS and InfoTrack partnership.
– An introduction to the current feature accessible through InfoTrack
– The key benefits of utilising the Redemption Statement solution
– The Secure Link roadmap, including future iterations
– Q&A

Book now to secure your place!

https://us02web.zoom.us/webinar/register/6016728338809/WN_zqhjBaIgTKSHKTEymEb9Jw


Enhanced Verification of Funds

19 June 2023 – 11.00 am (1 hour)

Join us as we showcase our newly enhanced Verification of Funds (VOF) solution. Learn how Enhanced VOF enables you to complete a full financial picture of your client’s source of funds and source of wealth quickly and easily.

In this webinar, we’ll explore how you can:
– Minimise the risk of financial fraud with a complete picture of your client’s financial history.

– Access the most up to date data about your client’s finances to ensure they are legitimate.

– Fulfil your compliance obligations with improved processes, data sources, advanced reporting and audit trails.

KYC starts with eCOS

Register today!

https://us02web.zoom.us/webinar/register/4316769007271/WN_Ed83iQ5dTsKFVYOVsaqwSg


Consistently brilliant Reports on Title

20 June 2023 – 11.00 am (1 hour)

Drafting reports on title is a time-consuming, monotonous, and inefficient use of your fee-earners time. It’s often an area of risk where data can easily be inputted incorrectly.

Join us as we cover how Property Report from InfoTrack:

· Gives your reports on title a standardised appearance and format

· Can save time with pre-populated information

· Provides a content library of up-to-date guidance

· Allows you to create your own content templates

· Reduces risk with a standardised report to improve consistency across your firm

https://us02web.zoom.us/webinar/register/8516728326199/WN_nx_Bky28R7mY_JDV4SYLnw

Digital Post Completion with InfoTrack

21 June 2023 – 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_ujprVn60S2WPLvyiWURJPg


Save time with enhanced Land Registry integration

22 June 2023 – 11.00 am (1 hour)

Land Registry services are an essential part of every conveyancing transaction to find information on a property. However, it’s not always a simple process to gather the information you need. A lot of time is spent on administrative tasks related to searching the HMLR portal to obtain the documents you need, saving files to your computer and then uploading to a matter. That opens up possibilities for error, delay and potentially, non-compliance.

Join us as we explore how InfoTrack streamlines your commercial or residential processes thanks to a direct connection to HMLR, which provides:

· Direct access to key searches and by-request services

· Saves documents and data directly to your corresponding matter

· Enables bulk extracts of key reports

https://us02web.zoom.us/webinar/register/4516728306815/WN_-LYijKrQT1O9SuWXSxfJyw

InfoTrack Commercial: Enhanced Data Mapping

23 June 2023 – 11.00 am (1 hour)

InfoTrack’s commercial solutions now include ForeSite, a mapping solution that grants you access to hundreds of essential data layers to identify and avoid any risks early.

Join us to learn how our new integrated tool can assist your commercial property transactions through:
• 100+ crucial data layers overlaid on street view, black and white, and colour maps.
• Early risk identification and extraction of all relevant hazards and digital data sets in just three clicks.
• A collaborative workspace to share with your developer clients.
• Digitised Title and Ownership information with illustrative maps using interactive visualisation for easy-to-view insight.

Register now!

https://us02web.zoom.us/webinar/register/6716768968206/WN_WjT-jwO7Ro2TUNkoflaHug

Enhanced Verification of Funds

26 June 2023 – 11.00 am (1 hour)

Join us as we showcase our newly enhanced Verification of Funds (VOF) solution. Learn how Enhanced VOF enables you to complete a full financial picture of your client’s source of funds and source of wealth quickly and easily.

In this webinar we will explore how you can:
– Minimise the risk of financial fraud with a complete picture of your client’s financial history.

– Access the most up to date data about your client’s finances to ensure they are legitimate.

– Fulfil your compliance obligations with improved processes, data sources, advanced reporting and audit trails.

Register today!

https://us02web.zoom.us/webinar/register/1716728334133/WN_aCskfPyhQ9SKJNyxJcpu-A


Smart, Accurate and Compliant Property Reports Every Time

27 June 2023 – 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_b2o78gcVQtexv8EpxjltgQ

Digital Post Completion with InfoTrack

28 June 2023 – 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_zFfrtm4HQE63mowEtmhHag

UK Finance Lender Handbook and CQS Requirements ​

29 June 2023 – 11.00 am (1 hour)

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_AV1irE3xSqG3tFtZ0FPOwQ

InfoTrack Commercial: Premium Portfolio Management

30 June 2023 – 11.00 am (1 hour)

Processing complex sites are notoriously time-consuming and costly project for firms.

InfoTrack’s commercial offering provides the complete package, including a portfolio management service, helping you obtain the information needed to complete transactions so that you can focus on managing client relationships.

Join us as we explore how our powerful suite of commercial solutions can help your firm:

• Research and investigate assets owned by your clients
• Receive dedicated end-to-end project management
• Minimise risk with purpose-built dashboards
• Gain access to simplified commercial mapping and data layers
• Save time through bulk submission of OCE and OS Searches

https://us02web.zoom.us/webinar/register/6716768968206/WN_GQSlDGcfRxmlYhRA85MKrA

PII – how your digital processes can support renewals

5 July 2023 – 2.00 pm (1 hour)

PII renewal is often a stressful time, particularly for firms who deal in conveyancing, which generates the highest volume of claims, leading to higher premiums. Getting all of the data together to submit a timely renewal application is key, and using the right technology in this area can not only save time, but potentially achieve savings as well.

InfoTrack’s Head of Product Development, Louise Edwardes, will be joined by Jenny Screech, Legal Professions Consultant at Howden Insurance Brokers, and together they will consider:
– What role does technology play when insurers review PII renewals?
– What particular technologies do PII insurers focus on at renewal and why?
– How important is a digital audit trail for law firms at renewal?
– How do insurers expect technology to evolve between PII providers and conveyancers?
– What technology firms should adopt to help with their PII renewals?

Register today to find out how technology can take the strain out of your PII renewal

https://us02web.zoom.us/webinar/register/7016831154185/WN_0LttbeirSBaA_xI5CbZG9A

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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