Upcoming webinars with InfoTrack

Companies House Corporate Services 

15 September 2023 – 11.00 am (45 minutes)

Understanding the true owners of a commercial property can be complicated, thanks to the corporate structure of many property owners.

In this webinar, we demonstrate how, with InfoTrack’s commercial tools, you can Search against companies and MR Filings, and drill down into ownership structures, all within one central platform. Understanding the true owners of commercial property and companies can a be complicated and time consuming process.

In this webinar, we demonstrate how, with InfoTrack’s commercial tools, you can Search against companies, conduct MR Filings, and drill down into ownership structures,  all within one central platform.

Book now!


Onboarding – Overcoming common challenges and optimising the client experience

18 September 2023 – 11.00 am (45 minutes)

Join us as we look at some of the common challenges clients face with onboarding, and share top tips on how to make the onboarding process as seamless as possible for both conveyancers and clients

Property Report – a user’s perspective

19 September 2023 – 11.00 am (1 hour)

With its compliance-driven approach, Property Report is designed to help you deliver more consistent, high-quality Reports on Title with ease.

In this session, we’ll be talking to some current users about their experiences with Property Report, and how it has made a difference to their firms and their clients.


Validating Deeds and Reducing Requisitions

20 September 2023 – 11.00 am (45 minutes)

Requisitions – we all hate them, and we all know the impact they have on the speed at which transactions get completed. And yet, around 20% of all transactions are affected by missing or incorrect information.

One of the most common causes of requisitions is incorrect or inconsistent information in deeds, where information such as borrowers’ names or lenders’ details may vary from those on the AP1.

Join us as we demonstrate how InfoTrack’s updated AP1 functionality helps you to validate key information in your deeds and transfer documents, reducing the risk of related requisitions. We’ll also show you how to:

• Regenerate and amend information relating to affected parties
• Manage and monitor requisitions directly through the platform
• Send messages and supporting information direct to your Land Registry case worker


Documents Generation, Contract of Sale, TA13, TR1

21 September 2023 – 11.00 am (45 minutes)

You will be familiar with much of the core functionality of the InfoTrack platform such as managing your onboarding or managing your post completion tasks. You may be less familiar with some of the seller-side functionality we also provide to reduce the friction of the conveyancing process for all parties.

Join us as we take a moment to explore how InfoTrack can help sellers’ conveyancers:

• Compile comprehensive Contract Packs that bundle together all key seller information, from EPCs and title plans to TA Forms
• Complete Land Registry TR1 documents within the InfoTrack platform
• Create and edit Law Society TA13 Completion information & Undertakings
• Save all relevant documents directly to your CMS


Onboarding – Capturing client information easily through eCOS

25 September 2023 – 11.00 am (45 minutes)

While much is made (not least by us) of the importance of slick verification of Identity and Funds during the onboarding process, one of the features of eCOS that gets the most praise from users is how we’ve made Protocol Forms easier to complete for your customers, and easier for you to manage.

Join us as we demonstrate how eCOS enables:

• Easy completion of personal details, seller questionnaires, and HMLR protocol forms
• Early identification of missing information,
• Automated reminders for documentation not received
• Firm-wide dashboard showing all outstanding documents and signatures
And more…


Blending your expertise with industry best practice

26 September 2023 – 11.00 am (45 minutes)

In conveyancing, there’s often a need to strike a balance between efficiency, and quality of service. We believe that there should be no need to sacrifice one for the other.

In this webinar, Roxanne Bailey, InfoTrack’s Property Report Product Manager, demonstrates how Property Report’s extensive content library, along with its ability to accommodate custom content, helps firms of all sizes create Reports in Title that provide housebuyers with the best advice from your conveyancers, while removing much of the administrative burden associated with checking best practice and reviewing the latest changes in guidance.


Populating AP1s from Deeds

27 September 2023 – 11.00 am (45 minutes)

With InfoTrack, your AP1 forms can now be effortlessly filled directly from Deeds.

Leveraging the latest AI and document analysis technology from Amazon Web Services, you can now seamlessly extract information from TR1s, TP1s, and Charges, subsequently populating and validating your AP1 forms. This process not only saves you time but also enhances accuracy.

Join us at 11:00 am to discover how you can:

– Quickly populate your AP1 form using data from your uploaded TR1, TP1 and Charge documents
– Eliminate errors by ensuring correct formatting of personal representatives, power of attorneys, and other party roles.
– Easily identify any inconsistencies between the deeds and the AP1 form through our validation tools.

Register now!


An introduction to LMS Secure Link

28 September 2023 – 11.00 am (45 minutes)

On Thursday, 28 September, Adam Naraine, Product Manager at InfoTrack 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!


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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