Upcoming webinars with InfoTrack

Digital Post Completion with LEAP and InfoTrack

7 February – 11.00 am (1 hour)

Requisitions caused by mismatched data across AP1s, TR1s and other key documents have long been a challenge for conveyancers, but that’s all about to change – forever!

By leveraging the latest AI and OCR document reading technology, we can now automatically extract from TR1s, TP1s and Charges. The InfoTrack platform will then populate and validate your AP1, with any discrepancies highlighted to enable swift reconciliation, and return it directly to your matter in LEAP. This means:

– Eradicating data mismatches between AP1s and TR1s and TP1s
– Over 95% of the AP1 form can now be populated for you
– Populate details of personal representatives, executors and all party types from Deeds
– Deeds are automatically cross-referenced for consistency across all documents

Book now to keep up to date on digital post completion solutions through integration with LEAP and InfoTrack.


Navigating Commercial Leases – Crucial tips for avoiding common traps

13 February – 11.00 am (1 hour)

Join us to explore some of the most persistent challenges facing property lawyers and clients when it comes to dealing with commercial leaseholds.

We’ll be joined by Ian Quayle of IQ Legal Training, as well as our own Ryan Cox, InfoTrack’s General Manager of Major Accounts, for this 60-minute session that examines key issues, including:

– Allowing the tenant into occupation – licences and tenancies at will
– Using the RICS model heads of term
– Problem clauses – break, rent suspension, repair and user
– Turnover and green leases – things to look out for
– Lessons from recent case law

As ever, Ian will be on hand at the end of the session to field any questions you may have regarding commercial leaseholds.

Book now to secure your place!


eCOS and Perfect Portal for SOS users – the complete onboarding solution!

20 February – 11.00 am (1 hour)

Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring you meet your KYC and AML requirements.

eCOS is one simple platform, for both you and your clients, that includes matter specific client questionnaires, digital ID and AML checks, and Source of Funds and Wealth information gathering.

Join Justin Sparey, Client Services Team Leader from SOS, Rob Lawson, Strategic Sales Manager from Perfect Portal and David Rawson, Head of Product, eCOS from InfoTrack, on Tuesday, 20 February, to explore the full range of digital onboarding features available through integration with InfoTrack, to allow your firm to exceed client expectations, whilst keeping all case details in one centralised place, including how eCOS:

• allows you to extract the client’s information directly from their identity document
• checks ID and PEP / Sanctions status 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

To learn more about the most convenient way to onboard, book now!


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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