Upcoming webinars with InfoTrack

Reduce risk with enhanced Land Registry integration

27 April at 11.00 am (1 hour)

Land Registry services are an essential part of every conveyancing transaction to find information on a property. However, it’s not always a simple process to gather the information you need. A lot of time is spent on administrative tasks related to searching the HMLR portal to obtain the documents you need, saving files to your computer and then uploading to a matter. That opens up possibilities for error, delay and potentially, non-compliance.

Join us as we explore how InfoTrack streamlines your commercial or residential processes thanks to a direct connection to HMLR, which provides:

· Direct access to key searches and by-request services

· Saves documents and data directly to your corresponding matter

· Enables bulk extracts of key reports

https://us02web.zoom.us/webinar/register/4516728306815/WN_tCRUIneSQkSzZgg7X_aJfQ

InfoTrack Commercial: Premium Portfolio Management

28 April 2023 (11.00 am – 1 hour)

InfoTrack’s commercial services provide the complete package, including a free portfolio management service, helping you obtain the information needed to complete transactions, while you focus on managing client relationships.

Join us as we detail how our powerful suite of commercial solutions can help your firm:

• Research and investigate assets owned by your clients
• Receive dedicated end-to-end project management
• Minimise risk with purpose-built dashboards
• Gain access to simplified commercial mapping and data layers
• Save time through bulk submission of OCE and OS Searches

https://us02web.zoom.us/webinar/register/5616813862929/WN_qujJBcffQeGKuKinE0B8-A


Standardised Reporting: Ensure firm wide consistency and branding

2 May 2023 (11.00 am – 1 hour)

Standardising your conveyancing processes and documents is critical in improving productivity and the speed at which client matters are handled. But in a world where teams are increasingly dispersed, maintaining consistency can be a challenge.

Join us as we demonstrate how Property Report’s in-built content library assists firms in standardising their property reports, reducing time spent searching for and editing documents. We’ll also explore how you can add your own personal touch to your report on titles to enhance branding.

https://us02web.zoom.us/webinar/register/1116771517404/WN_lqxQNHNgTsidqu9Dx0bnsA

Post-completion in 5 minutes

3 May 2023 (11.00 am – 1 hour)

Post-completion has undergone a significant ‘digital shift’ in recent years, most recently with the switch to AP1 submissions. InfoTrack has been a key partner in many firms’ journey through digitisation with a platform that has significantly streamlined the post-completion processes.

Join us as we demonstrate how we help firms submit, manage and monitor post-completion tasks in five minutes through:

· Integration with HMRC and HMLR
· Automatic pre-population of data for SDLTs (70% complete) and AP1s (90% complete), reducing errors and requisitions
· Up-to-date SRA information on the other side’s solicitors
· Easy-to-select Local Authority codes
· Automatic attachment of SDLT5s from the matter – removing duplication of effort

https://us02web.zoom.us/webinar/register/6716771523649/WN_6qzwmegCSvedaLgARngvtw

UK Finance Lender Handbook and CQS Requirements ​

4 May 2023 (11.00 am – 1 hour)

Compliance and risk mitigation have become increasingly important in recent years. Still, with changes to regulation and the mortgage market happening frequently, staying on top of your obligations can be hard.

Join us to see how CQS and lender requirements can be supported through InfoTrack:

· 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_ttdv4f8SQVuli1MytgV1jA

Minimise Risk, and Improve Efficiency in your Real Estate Transactions

5 May 2023 (11.00 am – 1 hour)

It’s essential to have systems in place that can help you navigate commercial real estate transaction challenges easily.

Join us on Friday, 5 May, at 11:00 AM to learn how InfoTrack can provide deep visibility and clear insight across every commercial property transaction. We’ll cover everything, including:

• Minimising risk with purpose-built dashboards
• Accessing simplified commercial mapping and data layers
• Saving time through bulk submission of OCE and OS Searches
• A single source of truth through integration with your DMS

https://us02web.zoom.us/webinar/register/6716768968206/WN_lJhqtGn6QfulW33ThZClQg

Property Report – Standardised Reporting

9 May 2023 (11.00 am – 1 hour)

Drafting reports on title is a time-consuming, monotonous, and inefficient use of your fee-earners time. It’s often an area of risk where data can easily be inputted incorrectly.

Join us as we cover how Property Report from InfoTrack:

· Gives your reports on title a standardised appearance and format

· How you can save time with pre-populated information

· Provides a content library of up-to-date guidance

· Allows you to create your own content templates

· Reduces risk with a standardised report to improve consistency across your firm

https://us02web.zoom.us/webinar/register/8516728326199/WN_vbXNLazBQG-7j4LrXTDOgA

Get 70% of forms prepopulated – Post Completion through InfoTrack

10 May 2023 (11.00 am – 1 hour)

On Wednesday, 25th January, we’ll explore how to reduce requisitions and where you can expedite the post-completion process through the InfoTrack platform. We’ll explore:

· Reducing error through pre-population of up to 70% of data from your matter

· Managing requisitions through an intuitive chat portal

· The power of built-in validations from HMLR and our own experience of handling close to 1 million digital AP1s

· Reducing duplication of effort by sending multiple forms in a single submission

https://us02web.zoom.us/webinar/register/9016728341281/WN_upfbtuCMSQa0MzZI5_rGLg

Market leading search indemnities from Aviva and CLS

11 May 2023 (11.00 am – 1 hour)

It’s important to protect your client when they purchase a property, which is why at InfoTrack, we offer a range of search indemnity and insurance products.

Join us as we detail how our range of search indemnity and insurance products from Aviva and CLS provides you and your clients with the peace of mind required to buy confidently. In this session, we’ll be covering the following:

– The benefits of ordering indemnities through InfoTrack for your firm
– How InfoTrack comprehensively accounts for any risk that may arise in a transaction
– Bespoke indemnity policies
– Plans for the future

https://us02web.zoom.us/webinar/register/4516728306815/WN_Oi5jFgvxRee2cLt2hCR6Ig

InfoTrack Commercial: Enhanced Data Mapping

12 May 2023 (11.00 am – 1 hour)

InfoTrack’s commercial solutions now include ForeSite, a mapping solution that grants you access to hundreds of essential data layers to identify and avoid any risks early.

Join us to learn how our new integrated tool can assist your commercial property transactions through:
• 100+ crucial data layers overlaid on street view, black and white, and colour maps.
• Early risk identification and extraction of all relevant hazards and digital data sets in just three clicks.
• A collaborative workspace to share with your developer clients.
• Digitised Title and Ownership information with illustrative maps using interactive visualisation for easy-to-view insight.

Register now!

https://us02web.zoom.us/webinar/register/6716768968206/WN_7Shn7leYQ5SDU1KygsfAsQ

Enhanced Verification of Funds

15 May 2023 (11.00 am – 1 hour)

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’ll 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/4316769007271/WN_TZK8jIumQAqE9bRMHCbbgA

Staying on top of regulatory change with Property Report

16 May 2023 (11.00 am – 1 hour)

Staying on top of regulatory changes can be challenging when creating Reports on Title. Manually updating reports, and knowing precisely where changes need to be applied takes time and presents significant risk.

Join us as we explore how changes in regulation and legislation can impact your Reports on Title, and how InfoTrack’s Property Report can assist you with overcoming many of the challenges that can occur.

https://us02web.zoom.us/webinar/register/5116768934470/WN_-V_RHpJOSDSUiyAn1JMdLA

CQS Compliance and Post-Completion

17 May 2023 (11.00 am – 1 hour)

Managing post-completion through InfoTrack not only speeds up the application process for AP1s, it also adds compliance safeguards by automating key processes and minimising the risk of human error.

Join us as we explore how InfoTrack helps mitigate risk and improve CQS compliance through:

· Automatic population of data into AP1s

· Auto attachment of SDLTs

· Visibility of the status of every AP1 your firm has submitted

· Integration with LMS and all major Case Management Systems

https://us02web.zoom.us/webinar/register/2116728302525/WN_ZnqA30inSBaROtlkiVnYrQ

LMS and Land Registry Integration

18 May 2023 (11.00 am – 1 hour)

On a purchase it’s vital to ensure that the mortgage offer is received on time to prevent delay and that the lender’s requirements are met from instruction to post-completion, including verification of the other side’s solicitor and registration of the lender’s charge.

Join us on Thursday, 18 May, to find out how you can streamline this process through integration with LMS:

· View mortgage offers and save the documents straight to your matter

· Quickly verify other law firms and their bank details via Confirmly

· Automate submission of Land Registry documents to LMS

https://us02web.zoom.us/webinar/register/6016728338809/WN_8NTGYyGyQzm590WQEQLx2w

InfoTrack Commercial: Premium Portfolio Management

19 May 2023 (11.00 am – 1 hour)

Processing complex sites are notoriously time-consuming and costly project for firms.

InfoTrack’s commercial offering provides the complete package, including a portfolio management service, helping you obtain the information needed to complete transactions so that you can focus on managing client relationships.

Join us as we explore how our powerful suite of commercial solutions can help your firm:

• Research and investigate assets owned by your clients
• Receive dedicated end-to-end project management
• Minimise risk with purpose-built dashboards
• Gain access to simplified commercial mapping and data layers
• Save time through bulk submission of OCE and OS Searches

https://us02web.zoom.us/webinar/register/6716768968206/WN_t_LYOrFlTIK6CPfDhDfrMQ

2 weeks to 2 days with digital client onboarding

22 May 2023 (11.00 am – 1 hour)

In this webinar, we’ll be exploring how onboarding your clients through InfoTrack’s eCOS solution can benefit fee earners and clients by reducing onboarding from 2 weeks to 2 days.

Join us at 11:00 AM to discover the benefits of features like:

· Remote ID verification through biometric / RFID document checks

· More accurate, 5th directive-compliant AML checks leveraging open banking and multiple official data sources

· Pre-population and cross-checking of key data from VoI / AML results with relevant documents across the rest of the conveyancing journey

https://us02web.zoom.us/webinar/register/4316769007271/WN_H7v7OD9tSm216FE1kiXlYg

Data driven Property Reports

23 May 2023 (11.00 am – 30 minutes)

 

Creating a report on title can be time-consuming and open to error and risk when done manually.

In this 30-minute webinar, we’ll explore how automation removes both the administrative burden and risk of error from your reports, meaning your clients receive the key information about their property swiftly, with total confidence in its accuracy.

Learn how Property Report:

· Automatically extracts data from your local authority, drainage and water, and environmental searches
· Highlights issues related to covenants, easements, rent charges and more
· Provides access to a shared content library, enabling consistency of reports across your firm
· Delivers complete reports on title in as little as 15 minutes

https://us02web.zoom.us/webinar/register/7716768972950/WN_94OQHfBWS0OPUrff0bd_rQ


Digital Post Completion with InfoTrack

24 May 2023 (11.00 am – 1 hour)

Post-completion has undergone a significant ‘digital shift’ in recent years, most recently with the switch to AP1 submissions. InfoTrack has been a key partner in many firms’ journey through digitisation with a platform that has significantly streamlined the post-completion processes.

Join us as we demonstrate how we help firms submit, manage and monitor post-completion tasks through:

· Integration with HMRC and HMLR
· Automatic pre-population of data for SDLTs (70% complete) and AP1s (90% complete), reducing errors and requisitions
· Up-to-date SRA information on the other side’s solicitors
· Easy-to-select Local Authority codes
· Automatic attachment of SDLT5s from the matter – removing duplication of effort

https://us02web.zoom.us/webinar/register/7916768975115/WN_CB_mb06BReC0WNYyazjGGA

Reduce risk with enhanced Land Registry integration

25 May 2023 (11.00 am – 1 hour)

Land Registry services are an essential part of every conveyancing transaction to find information on a property. However, it’s not always a simple process to gather the information you need. A lot of time is spent on administrative tasks related to searching the HMLR portal to obtain the documents you need, saving files to your computer and then uploading to a matter. That opens up possibilities for error, delay and potentially, non-compliance.

Join us as we explore how InfoTrack streamlines your commercial or residential processes thanks to a direct connection to HMLR, which provides:

· Direct access to key searches and by-request services

· Saves documents and data directly to your corresponding matter

· Enables bulk extracts of key reports

https://us02web.zoom.us/webinar/register/4516728306815/WN_UhPTB33IQDmoGm2eIP8phg

Minimise Risk, and Improve Efficiency in your Real Estate Transactions

26 May 2023 (11.00 am – 1 hour)

With market predictions and key legislative changes predicting new challenges for real estate lawyers throughout 2023, it’s essential to have systems in place that can help you navigate these challenges easily.

Join us at 11:00 AM to learn how InfoTrack can provide deep visibility and clear insight across every commercial property transaction. We’ll cover everything, including:

• Minimising risk with purpose-built dashboards
• Accessing simplified commercial mapping and data layers
• Saving time through bulk submission of OCE and OS Searches
• A single source of truth through integration with your DMS

https://us02web.zoom.us/webinar/register/6716768968206/WN_64Kz_1sNR7eBqOENPYQFuA

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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