Make Post Completion even more efficient! Latest functionality and best practices
5 July 2023 – 11.00 am (1 hour)
Many will be familiar with InfoTrack’s core functionality post completion. But you may not be aware of the many new features and functionality that we’ve added to the platform in recent months, that enable even easier management of your AP1 and SDLT submissions.
Join us on Wednesday, 5 July as we walk through the latest developments and demonstrate best practice approaches to submitting, managing and monitoring your post completion tasks in InfoTrack.
We’ll cover:
– Using new view options to further reduce errors in submissions
– The new “cloning” functionality and how it reduces repetitive tasks on bulk orders
– Monitoring your submissions through the AP1 dashboard
and more…
Register now!
https://us02web.zoom.us/webinar/register/7916768975115/WN_y5doISVbTTynXiaPZRkPWA
PII – How better digital processes can support renewals
5 July 2023 – 2.00 pm (1 hour)
PII renewal is often a stressful time, particularly for firms who deal in conveyancing, which generates the highest volume of claims, leading to higher premiums. Getting all of the data together to submit a timely renewal application is key, and using the right technology in this area can not only save time, but potentially achieve savings as well.
InfoTrack’s Head of Product Development, Louise Edwardes, will be joined by Jenny Screech, Legal Professions Consultant at Howden Insurance Brokers, and together they will consider:
– What role does technology play when insurers review PII renewals?
– What particular technologies do PII insurers focus on at renewal and why?
– How important is a digital audit trail for law firms at renewal?
– How do insurers expect technology to evolve between PII providers and conveyancers?
– What technology firms should adopt to help with their PII renewals?
Register today to find out how technology can take the strain out of your PII renewal
https://us02web.zoom.us/webinar/register/7016831154185/WN_0LttbeirSBaA_xI5CbZG9A
Electronic Signatures for Deeds
6 July 2023 – 11.00 am (30 minutes)
InfoTrack’s SignIT tool was designed to help swiftly and efficiently obtain signatures, speeding up transaction times by removing delays associated with printing, scanning, and posting documents.
Join us as we explore more about InfoTrack’s electronic signature service when it comes to its use in a land registry deed. We’ll cover the full process – on both the solicitor and signer’s side, and troubleshooting:
• The role of directors
• Signing order
• Expired eSignatures
• Producing a conveyance certificate compliant with Practice Guide 82
https://us02web.zoom.us/webinar/register/6616728333530/WN_TnYs4cZCSQOhsnqBczPZ0Q
Simpler, More Secure AML Checks with eCOS
10 July – 11.00 am (1 hour)
Anti Money Laundering is an increasingly important – and challenging – part of the client onboarding process. With eCOS, it really couldn’t be simpler.
Join us as we demonstrate how eCOS’ One-Click AML solution pulls data from existing documents to give you complete confidence that your client is who they say they are (or flag when information suggests they may not be…)
Join us at 11:00 am to discover the advantages 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
Book your place!
https://us02web.zoom.us/webinar/register/3216881139565/WN_iLWVy8ysTLCJEsj5cq2P2g
Staying on top of the Building Safety Act with Property Report
11 July 2023 – 11.00 am (1 hour)
Staying on top of changes to the Building Safety Act can be a challenge. How can you quickly, confidently ensure you’re providing the right guidance to each of your clients?
In this webinar we’ll demonstrate how Property Report helps overcome this challenge by providing up-to-date content that can be included verbatim – or edited to your requirements – at the click of a mouse.
We’ll also explore how Property Report more broadly helps the efficient, accurate creation of Reports on Title that clients will really value.
https://us02web.zoom.us/webinar/register/7716768972950/WN_AikLkwKRT9mqt6hddmeEeQ
Post Completion tips, tricks and ‘hidden’ functionality
12 July – 11.00 am (1 hour)
Join our Product Manager, Bella Fishwick as she shares her tips and tricks to submit and manage your AP1s and SDLTs even more easily through InfoTrack. We’ll also explore some of the tools that often get overlooked but can make a real difference to users of our tools.
Whether you’re a long-time user or a relative newbie, we’re sure you’ll pick up lots of helpful pointers from this session.
https://us02web.zoom.us/webinar/register/3216881154832/WN_lCdSbeamQmWvVelkvVQBtg
Electronic Signatures for Deeds
13 July – 11.00 am (1 hour)
InfoTrack SignIT tool was designed to help swiftly and efficiently obtain signatures, speeding up transaction times by removing delays associated with printing, scanning, and posting documents.
Join us as we explore more about InfoTrack’s electronic signature service when it comes to its use in a land registry deed. We’ll cover the full process – on both the solicitor and signer’s side, and troubleshooting:
• The role of directors
• Signing order
• Expired eSignatures
• Producing a conveyance certificate compliant with practice guide 82
https://us02web.zoom.us/webinar/register/4516728306815/WN_vZdH0fX0QW2qk6niNF8brA
Digital Signatures for Commercial Transactions
14 July – 11.00 am (1 hour)
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_b842nB1sTtSK2R9TH_5d1Q
eCOS – Your complete onboarding solution
17 July 2023 – 11.00 am (1 hour)
Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring that you meet your KYC and AML requirements.
Join us on Monday, 17th July, as we demonstrate how eCOS brings all your key onboarding tasks together in one platform that’s simple to use for you and your customers, including:
• Client care letters & terms of business
• Onboarding questionnaires tailored to your matter
• Law Society TA forms
• Verification of Identity (HM Land Registry Safe Harbour)
• AML checks
• Verification of Funds: Source of Funds & Wealth
• Electronic signatures
https://us02web.zoom.us/webinar/register/9016883831879/WN_DAdsJsIlS9C69if1nXCMSQ
Accessing Climate Change Content through Property Report
18 July 2023 – 11.00 am (1 hour)
Climate change and its impacts on property, from both a structural and financial perspective, is becoming a major concern for house buyers.
Join us as we explore how Property Report aids conveyancers in providing their clients with the correct climate-related guidance for their property, 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_8wARj92eSwO1cz9kdlxmLg
Beyond AP1 Submission – Managing and Monitoring your AP1s with InfoTrack
19 July 2023 – 11.00 am (1 hour)
Last year, much was made of the shift to digital AP1s (something we’d been advocating since 2016). But simply digitising one part of the process is unlikely to dramatically improve the speed and efficiency of your conveyancing practice.
Join us on Wednesday, 19 July as we explore how digital post completion goes much further than the submission of your AP1s and SDLTs.
https://us02web.zoom.us/webinar/register/2916883835122/WN_Ui-DxZtjQ16zxP3Gr8Vvzg
Cladding and Fire Safety in Property Report
25 July 2023 – 11.00 am (1 hour)
An increasing challenge for buyers and conveyancers dealing with leasehold properties in particular is that of cladding and fire safety.
Understandably, there has been an increasing focus on fire safety since 2017, and ensuring you’re providing the right guidance o your customers is essential.
Join us as our Reports on Title expert, Roxanne Bailey demonstrates how Property Report’s constantly updated content library saves you the burden of searching for and checking
the most recent guidance on Fire Safety, as well as many other considerations.
We’ll also explore how Property Report more broadly helps the efficient, accurate creation of Reports on Title that clients will really value.
https://us02web.zoom.us/webinar/register/5416883836515/WN_n2j0Sz7aQvCHBPun58_7iA
Managing Reports on Title – is there a better way?
8 August 2023 – 11.00 am (1 hour)
A Report on Title is a key milestone in the conveyancing process, and it’s importance to you and your clients cannot be understated. But is there an easier way to create them, that can be trusted?
Roxanne Bailey, Property Report Product Specialist at InfoTrack will be joined by David Opie, Managing Director of Today’s Media, and Amy Church, Managing Partner at Lucas & Wyllys, to discuss how technology can help create high quality, personalised reports on title, that are smart, accurate, compliant and tailored to your own firm’s reporting needs, saving valuable fee-earning time and ensuring high standards every time. In particular, we’ll focus on:
– how to balance accuracy with personal experience
– how your documents influence customers’ perceptions of your firm
– managing changes to guidance and regulation
– what else fee-earners could be doing with the time they save using technology
– first-hand feedback from Amy Church on her firm’s experience of embracing tech to do the heavy lifting
Learn how to make the most out of technology to support your processes. Book now!
https://us02web.zoom.us/webinar/register/1016872772941/WN_i_QRmwW2Q8irABurcog7wA
