Webinar | Enquiries update: connect with clients, third parties and beyond

InfoTrack enquiries are transforming how firms manage this vital stage of a transaction – now, it’s getting even better. Our latest enhancements make it easier to keep everyone involved in a transaction updated and responding in one place, without leaving the workspace to chase emails or copy in responses. 

Join Chris Watt, senior product manager at InfoTrack on Tuesday, 8th  September at 11:00am as he showcases the newest updates. This live demo and Q&A, Chris will walk you through:

  • Send to Client – forward an enquiry straight to your client; when they respond, their answer appears within your workspace.
  • Share updates with third parties – message estate agents and other parties to share progress, source documents and attachments, all without switching into email.
  • Enquiries Assistant & Smart Replies – get support finding and drafting enquiries, and respond even faster than before.
  • New source documents – FME1 is now live, with more to follow.
  • Document Loading & Default Precedents – we’ve improved how we work with your documents, personalising the content shown when you create enquiries.

Watch now to see how these updates build on linked enquiries, and how they can make handling enquiries – and everyone involved in them – smoother than ever.

Can’t attend live? register anyway to receive the recording on demand!

 


This article was submitted by InfoTrack as part of an advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the advertiser and not those of Today’s Conveyancer.

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