Digital Signatures for Commercial Transactions
29 September 2023 – 11.00 am (45 minutes)
Waiting for wet signatures can seriously hamper your ability to move with speed on commercial property projects.
With SignIT, InfoTrack have enabled Commercial teams to easily, confidently request electronic signatures and expedite signing processes. Join us to explore how InfoTrack enables:
• Multiple documents together within a single envelope
• Signers to nominate witnesses
• Workflows that collects signatures from signers and their nominated witnesses in order
• Push reminders to automatically chase unsigned documents
• Add notes and directions to signers, directing them which documents to sign, where.
https://us02web.zoom.us/webinar/register/6216881153961/WN_Z7L1qdxzRua0RhOPWIZsZA
eCOS – Introducing the eCOS Legal app
2 October 2023 – 11.00 am (45 minutes)
Onboarding your clients with eCOS just got even easier! Join us as we demonstrate how your clients can complete all onboarding tasks via the eCOS Legal mobile app.
We’ll demonstrate just how easy it is for anyone with an Android or Apple phone to complete:
· Onboarding forms
· Verification of Funds
· Verification of ID and AML
And validate submitted data with Signatures.
https://us02web.zoom.us/webinar/register/1716728334133/WN_ncUOMgnBTFqymoRL3TmQHQ
What’s hot in climate change?
3 October 2023 – 11.00 am (45 minutes)
From a structural and financial perspective, climate change and its impacts on property is becoming a significant concern for housebuyers.
Join us as we explore how Property Report aids conveyancers in providing their clients with vital climate-driven insights for their properties thanks to the inclusion of always up-to-date Climate Index information and a long list of other environmental considerations, including Flooding, Air pollution and EPCs.
https://us02web.zoom.us/webinar/register/2416881140708/WN_z6p0OJXdSl-qPh8trY6UEA
Validating Deeds and Reducing Requisitions
4 October 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
https://us02web.zoom.us/webinar/register/5116939194358/WN_c4voF07kT4yqRbLg0TDn8A
UK Finance Lender Handbook
5 October 2023 – 11.00 am (45 minutes)
Compliance and risk mitigation will always be high on the list of things keeping conveyancers awake at night. With changes to regulation and the mortgage market happening frequently, staying on top of your obligations can be stressful.
Join us to learn how InfoTrack helps you stay compliant with lenders’ latest requirements and Cor Practice Management Standards:
· 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_4tAQRWB_SPG9ydA-ODWHcA
Financial Crime Update – because it’s not just AML!
5 October 2023 – 2.00 pm (1 hour)
In this Autumn’s Financial Crime Update, Amy Bell returns to talk about the recent developments in the world of AML, Sanctions and Fraud. All three of these areas are evolving, meaning solicitors need to make sure they are up to date with legislation, so they can take the actions needed to ensure compliance.
In this session we’ll look at:
– The recent Consultation on the Legal Sector Supervision and what the future might look like
– The SRA’s recent Sectoral Risk Assessment
– The Economic Crime and Corporate Transparency Bill, including failure to prevent fraud offence
– The SRA Sanctions Guidance and how to demonstrate compliance
Amy Bell, founder of Teal Compliance, is a solicitor and chair of the Law Society’s Money Laundering Task Force and author of Solicitors and Money Laundering. She will be joined by David Rawson, eCOS Head of Product at InfoTrack, and together they will guide you through the changes.
Book now!
https://us02web.zoom.us/webinar/register/6216928055394/WN_GuwCQXDKTrG5Y7lvXExbwA
Commercial Land Registry Pre-Completion
6 October 2023 – 11.00 am (45 minutes)
Navigating Land Registry pre-completion often entails handling intricate legal documents and forms, a time-consuming process which when completed in bulk is prone to time-consuming errors.
Unlock a more efficient approach with InfoTrack’s innovative bulk management tools to drastically reduce processing time for multiple tasks at once. Join us as we explore how you can manage vital tasks in less time for your commercial property transactions. We’ll cover everything including:
• An overview of InfoTrack’s bulk management tools
• How to interrogate Corporate and Commercial Ownership data
• Submitting Land Registry Office Copies and OS Priorities all in bulk
Register now!
https://us02web.zoom.us/webinar/register/6716768968206/WN_rxV7gnW2SOCyUphFWgReuw
Onboarding – Overcoming common challenges and optimising the client experience
9 October 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.
https://us02web.zoom.us/webinar/register/8716939218404/WN_OGygXpdBQUms5tMUethlMA
Property Report – Delivering the essential content you need
10 October 2023 – 11.00 am (45 minutes)
At InfoTrack, our clients are always front and centre of everything we do. And now, our Property Report team want to hear from you.
Join our digital conveyancing specialists, Adam Naraine, Roxanne Bailey, and Amy Skidmore at 11:00 am on Tuesday, 10 October for an exclusive Property Report content drop-in session, where we’ll be:
– Setting out our plan to deliver new content that supports you in reporting on even more conveyancing scenarios
– Debating hot topics affecting purchase matters
– Listening to your suggestions for new content to scope, write and release
Register now!
https://us02web.zoom.us/webinar/register/2416881140708/WN_T3ehR0QRThed5xpUcjr45g
Planning risks for commercial real estate transactions – what you and your clients need to consider
10 October 2023 – 2.00 pm (1 hour)
With UK development targets for housing set at 300,000 new properties each year until 2025, it’s important to make sure you and your practice team are alert to development risks, as well as opportunities, on behalf of your client, particularly as nearly one-third of properties have a high risk of development within 75m.
We’ll be joined by Paul Addison, Managing Director of DevAssist, who will look at the challenges with identifying development risk and the implications for commercial property transactions, including:
• How a developer views land, and the very real impacts of construction on existing property
• How seemingly benign locations are transformed, leaving both lawyers and their clients exposed to financial damage
• National Planning Policy
• Five year housing supply and its importance
• Strategic Housing and Economic Land Availability Assessments (SHELAA)
Book now!
https://us02web.zoom.us/webinar/register/3016956504773/WN_x7NontntQ_anCJ9z_EYuCQ
Managing High Volume Post Completion
11 October 2023 – 11.00 am (45 minutes)
When it comes to standard residential property transactions, submitting post-completion tasks can be a smooth and straightforward process. However, things can get more challenging when dealing with a higher volume, such as in the case of new build properties.
That’s where InfoTrack comes in. Our platform is designed to support you with submitting your SDLT and AP1 for all types of properties, not just standard residential ones. Join us at 11:00 am to discover how our intuitive post-completion tool can assist you in handling high-volume post-completion tasks effectively.
During the session, we’ll cover how you can take advantage of the following features:
• Clone tool: Say goodbye to the effort of duplication with an advanced clone tool that makes it easier to handle multiple tasks.
• Dashboards: Stay on top of your tasks with a dedicated dashboard to keep track of the status of each task
• MI InfoTrack: Get access to a feature that can help you extract and compile reports to keep track of your orders
Register now!
https://us02web.zoom.us/webinar/register/7916768975115/WN_mB6nNU6ZQD2ObbP9T4cAow
Documents Generation, Contract of Sale, TA13, TR1
12 October 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
https://us02web.zoom.us/webinar/register/6016728338809/WN_LGDrcS0nT-aL_T4NnrbJmQ
Digital Data Layers
13 October 2023 – 11.00 am (45 minutes)
When it comes to identifying and mitigating risk, you can never have too much data. Knowing what to do with it is sometimes the challenge.
InfoTrack’s commercial property solutions provide over 100 data layers that can easily be added to your property maps for early warnings of:
• Environmental issues including flood risk, historic landfill and brownfield sites.
• Conservation areas, local planning applications & restrictions
• Public rights of way
• Major infrastructure projects
And much more.
Plus, we’ll demonstrate how our collaborative workspace enables you to easily share information with your clients, and drill down into title and ownership information to understand exactly who owns what.
https://us02web.zoom.us/webinar/register/6716768968206/WN_4dowQQfLSt2fJLCo0W6sfg
eCOS – TA Forms
16 October 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 protocol forms
• Early identification of missing information,
• Automated reminders for documentation not received
• Firm-wide dashboard showing all outstanding documents and signatures
And more…
https://us02web.zoom.us/webinar/register/4316769007271/WN_BZXz-VKpT_W_PwHI23PF4w
Reporting in Sections
17 October 2023 – 11.00 am (45 minutes)
The title report holds immense importance for home buyers throughout the entire transaction process.
Timely delivery is of utmost importance to homebuyers, as it enables them to assess the property’s legal standing and make informed decisions about their purchase. A delayed or incomplete title report can lead to uncertainty and may even jeopardise the entire transaction.
Join us at 11:00 am to discover how InfoTrack’s report on title solution can help you divide the report into sections, making it easier for homebuyers to review and understand the information. Discover how you can enhance the efficiency of your title report process, ensuring that buyers can promptly access the crucial details they need.
Register now!
https://us02web.zoom.us/webinar/register/2416881140708/WN_WNYWa5KmS6mzbcZTrwMhjw
Populating AP1s from Deeds
18 October 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!
https://us02web.zoom.us/webinar/register/7916768975115/WN_kQA-23YyQHmu3TSdj2bAbg
Improved CQS compliance through integration with InfoTrack
18 October 2023 – 2.00 pm (1 hour)
Integrating your Case Management System with other software solutions, such as InfoTrack, can play a significant role in helping law firms comply with the CQS Core Practice Management Standards.
Join InfoTrack’s National Sales Manager, Lisa Edwards, to explore how integrated systems enable your firm to:
– Automate workflows, reducing risk of error
– Centralise information management, establishing a single source of truth
– Get real-time updates and alerts when key tasks and deadlines are approaching
– Establish a clear audit trail across transactions
Book now and learn how to make your CQS journey that much more enjoyable to navigate and less painful to manage!
https://us02web.zoom.us/webinar/register/6016884802107/WN_-TQY4YDmSM6UKBWZgev9vA
UK Finance Lender Handbook
19 October 2023 – 11.00 am (45 minutes)
Compliance and risk mitigation will always be high on the list of things keeping conveyancers awake at night. With changes to regulation and the mortgage market happening frequently, staying on top of your obligations can be stressful.
Join us to learn how InfoTrack helps you stay compliant with lenders’ latest requirements and Core Practice Management Standards:
· 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_kVt3PjUEThCwQF5M3dPPag
Verification of Funds
23 October 2023 – 11.00 am (45 minutes)
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_-LEuBKYUQ_OHoZa-LeJDwQ
Property Report: A user’s perspective
24 October 2023 – 11.00 am (45 minutes)
Any solution you adopt to help you submit your Report on Title should take into consideration what you really need and what will work best for you. One effective way to determine the right fit is to experience firsthand how it supports you when completing this critical document.
In our upcoming session at 11:00 am, we’re providing you with that opportunity. Join us and witness how seamless Reporting on Title can be for law firms when utilising InfoTrack’s Property Report.
Discover the benefit of purpose-built features and capabilities like:
· Automatic extraction of data from your local authority, drainage and water, and environmental searches
· Alerts on issues related to covenants, easements, rent charges and more
· Access to an always up-to-date content library, enabling consistency of reports across your firm
https://us02web.zoom.us/webinar/register/2416881140708/WN_69hGvtVOTFuJcw5OoCDICw
Validating Deeds and Reducing Requisitions
25 October 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
https://us02web.zoom.us/webinar/register/2916883835122/WN_qYlsFsKsQy2R5NgxWAFaVQ
Protect your clients and your firm with Confirmly
26 October 2023 – 11.00 am (45 minutes)
In this webinar we explore how Confirmly can help protect both your clients and your firm from ‘Friday afternoon fraud’.
Confirmly is LMS’ secure identity-checking solution and is fully integrated into the InfoTrack platform, allowing you to carry out due diligence and mitigate risk easily.
Harnessing Panel Link data, Confirmly verifies a firm’s bank details and summarises legitimacy in seconds, allowing you to carry out due diligence and mitigate risk with ease.
In this session, we’ll go through:
– How to interpret Confirmly results
– How using Confirmly via InfoTrack supports you in meeting compliance obligations, and with PII renewals
– Future plans to return search results even faster
https://us02web.zoom.us/webinar/register/5016895959105/WN_zyVI6EoNTs6DMBN_1G_4Nw
Companies House Corporate Services
27 October 2023 – 11.00 am (45 minutes)
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!
https://us02web.zoom.us/webinar/register/6716768968206/WN_uVhZehpVQ3CptKlpJc7_Kg
eCOS – Introducing the eCOS Legal app
30 October 2023 – 11.00 am (45 minutes)
Onboarding your clients with eCOS just got even easier! Join us as we demonstrate how your clients can complete all onboarding tasks via the eCOS Legal mobile app.
We’ll demonstrate just how easy it is for anyone with an Android or Apple phone to complete:
· Onboarding forms
· Verification of Funds
· Verification of ID and AML
And validate submitted data with Signatures.
https://us02web.zoom.us/webinar/register/1716728334133/WN_3Yfw7TgwTXStpr0o2RbZEg
Blending your expertise with industry best practice
31 October 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.
https://us02web.zoom.us/webinar/register/2416881140708/WN_bYcduNz4TTiL8QDIT25XRA
