Using the eCOS VOI and AML reports – a practical guide
6 February 2024 – 11.00 am (1 hour)
InfoTrack recently released a new format of VOI and AML reports for their award-winning onboarding solution, eCOS. The new reports are clearer and contain more information than before. But how best to use them in practice?
Join David Rawson, Head of eCOS Product at InfoTrack, for a deep dive into the reports and their contents, and get some practical tips on what to do when the report suggest you “Review” the information provided by your client. Together we’ll cover:
– What the software is looking for and how it generates results;
– Why the report might say “Review” but the picture of ID document looks fine – and what to do when that happens;
– What the new adverse media reports mean, and how to handle a potential match.
Book your place today to keep up to date!
https://us02web.zoom.us/webinar/register/1717060101582/WN_odw89XdBRg6G277BnrVd4w
Contract of Sale: Send Contract Packs in Seconds!
21 February 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 21 February 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/4917061154521/WN_hgoZtg0QRom85cVooiO-fw
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.
