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InfoTrack and CLSQ invite you to Ask the Underwriter …

- Do you offer insurance to protect lenders for ground rent issues - Housing Act and Forfeiture? - Do you offer a policy to cover against estate rent charges? - If a property is having future works, can you still take out a Planning and Building Regulations policy? - How do you know if you're…

Using the eCOS VOI and AML reports – a practical guide

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,…

Digital Post Completion with LEAP and InfoTrack

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…

Navigating Commercial Leases – Crucial tips for avoiding common traps

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:…

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

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…

IQ Legal Training Webinar | Avoiding Negligence Claims in Residential Conveyancing

Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this FREE 1-hour webinar session suitable for residential conveyancers of all levels and experience and will explore the following: Scoping the retainer Problems with due diligence searches, enquiries and client inspection Avoiding claims by lenders Providing appropriate reports on title Complying with time…

Contract of Sale: Send Contract Packs in Seconds!

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: ❌…

10 Good Habits for Conveyancers Dealing with Risk – Fraud

Property search and data specialists, tmgroup and IQ Legal Training, are teaming up to deliver a suite of free webinars on the crucial topic of risk management for residential conveyancers, highlighting the key good habits conveyancers should adopt when dealing with fraud, claims and anti-money laundering. Each live webinar lasts one hour and will reveal…

How to manage your environmental risk

This session looks at what questions and tools you have available to help manage environmental risk in residential transactions. Conveyancing has become increasingly more complex as the years have gone on, with more information, more technology, and more tools. How do we make these tools work for you? What factors might you want to take…

The Building Safety Act 2022 and other Post-Grenfell Legislation

Navigating the complexities of the Building Safety Act, which has changed the nature of conveyancing for flats, can be challenging. Richard Snape, Head of Legal Training, Davitt Jones Bould, will join us to look at some of the key issues and other recent statutory changes. Topics covered include: • Building Safety Act 2022 and changes…

Anti-money laundering: Getting it right and making a difference

In 2023, anti-money laundering compliance experienced significant developments and legislative changes, encompassing updates in LSAG guidance and discrepancy reporting, and the handling of 'underground banking' risks. The heightened risks are underscored by the SRA's annual AML report, revealing that 51% of AML risk assessments were either partial or non-compliant. As fraud and money laundering continue…

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