Contract of Sale: Send Contract Packs in Seconds!
3 April 2024 – 11.00 am (45 minutes)
Contract Packs can be unwieldy files to manage: Compiling multiple documents in one platform, saving to the matter and Case Management System, and then downloading to your desktop before emailing on to the purchaser’s solicitor doesn’t feel like an intuitive way of doing things…
Not only is this process slow and cumbersome, it also:
❌ Leaves files sitting unprotected on desktops
❌ Introduces the risk of the wrong files being sent to clients
❌ Means searching through email to prove that a pack has been sent
Join us on Wednesday 3 April to explore how InfoTrack’s new Contract Sharing functionality, enables you to send your Contract Pack directly from the Platform, meaning:
✅ Contract Packs arrive with purchasers’ solicitors more quickly
✅ You have a complete audit trail within InfoTrack,
✅ Your desktop stays free of unnecessary client files.
Register to learn more
https://us02web.zoom.us/webinar/register/1117107798334/WN_Yc-qz_3QRgOSJSkFoWAVeA
Mastering “review paragraph history” within Property Report, plus fresh content library updates!
10 April 2024 – 11.00 am (45 minutes)
Are you getting the most out of Property Report from InfoTrack? Join us to discover how the “review paragraph history” functionality within Property Report:
• allows users to view any changes made to editable text (as well as who made them, and when)
• allows department heads to review their team’s work
• helps maintain consistency and standardisation
• assists in training new users
• helps users track changes on shared reports
We’ll guide you through all the steps, and we’ll also talk about some of the latest updates being made to our Content Library, to ensure you’re always up to date.
Book now!
https://us02web.zoom.us/webinar/register/4417101744568/WN_LVRTOPBdQSWr7u5v9HkhFg
This article was 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.
