The Conveyancing Association

Digital Signatures for Commercial Transactions
2023-08-04 11:00 - 12:00 (Europe/London) | Merseyside
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 to which documents to sign, where.

eCOS - Introducing the eCOS Legal app
2023-08-21 11:00 - 11:45, 2023-09-11 11:00 - 11:45 | Merseyside
Onboarding your clients with eCOS just got even easier! Join us as we demonstrate how your clients can complete all onboarding tasks via the eCOS Legal mobile app.
We’ll demonstrate just how easy it is for anyone with an Android or Apple phone to complete:
· Onboarding forms
· Verification of Funds
· Verification of ID and AML
And validate submitted data with Signatures.

Blending your expertise with industry best practice
2023-08-22 11:00 - 11:45 | Merseyside
In conveyancing, there’s often a need to strike a balance between efficiency, and quality of service. We believe that there should be no need to sacrifice one for the other.
In this webinar, Roxanne Bailey, InfoTrack’s Property Report Product Manager, demonstrates how Property Report’s extensive content library, along with its ability to accommodate custom content, helps firms of all sizes create Reports in Title that provide house buyers with the best advice from your conveyancers, while removing much of the administrative burden associated with checking best practice and reviewing the latest changes in guidance.

What conveyancers need to know for their next PII renewal
2023-08-22 14:00 - 15:00 | Merseyside
With approximately 50% of the profession due to renew their PII between now and the end of the year, this is a good time to shine the spotlight on what is happening in the insurance market.
Jenny Screech, Consultant at Howden Insurance Brokers, will update us on the solicitors’ PII market – and it’s not all bad news!
Jenny will highlight the conveyancing issues that underwriters are most concerned about, covering:
– market update
– what’s currently on your underwriter’s radar
– how to hit the right notes in your renewal submission to your underwriter
– using InfoTrack to support your renewal
Book now to prepare for your PII renewal!

Managing Reports on Title - is there a better way?
2023-08-23 14:00 - 15:00 | Merseyside
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!

eCOS – TA Forms
2023-08-28 11:00 - 11:45, 2023-09-04 11:00 - 11:45 | Merseyside
While much is made (not least by us) of the importance of slick verification of Identity and Funds during the onboarding process, one of the features of eCOS that gets the most praise from users is how we’ve made Protocol Forms easier to complete for your customers, and easier for you to manage.
Join us as we demonstrate how eCOS enables:
• Easy completion of personal details, seller questionnaires, and HMLR protocol forms
• Early identification of missing information,
• Automated reminders for documentation not received
• Firm-wide dashboard showing all outstanding documents and signatures
And more…

What’s hot in climate change?
2023-08-29 11:00 - 11:45 | Merseyside
From a structural and financial perspective, climate change and its impacts on property is becoming a significant concern for house buyers.
Join us as we explore how Property Report aids conveyancers in providing their clients with vital climate-driven insights for their properties 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.

Managing High Volume Post Completion
2023-08-30 11:00 - 11:45 | Merseyside
When it comes to standard residential property transactions, submitting post-completion tasks can be a smooth and straightforward process. However, things can get more challenging when dealing with a higher volume, such as in the case of new build properties.
That’s where InfoTrack comes in. Our platform is designed to support you with submitting your SDLT and AP1 for all types of properties, not just standard residential ones. Join us at 11:00 am to discover how our intuitive post-completion tool can assist you in handling high-volume post-completion tasks effectively.
During the session, we’ll cover how you can take advantage of the following features:
• Clone tool: Say goodbye to the effort of duplication with an advanced clone tool that makes it easier to handle multiple tasks.
• Dashboards: Stay on top of your tasks with a dedicated dashboard to keep track of the status of each task
• MI InfoTrack: Get access to a feature that can help you extract and compile reports to keep track of your orders
Register now!

Redemption Statements
2023-08-31 11:00 - 11:45 | Merseyside
Discover the benefit of LMS’s Secure Link technology, more specifically the Redemption Statement feature, which you can access via InfoTrack.
This session will include:
– An overview of the LMS and InfoTrack partnership.
– An introduction to the current feature accessible through InfoTrack
– The key benefits of utilising the Redemption Statement solution
Book now to secure your place!

Commercial Land Registry Pre-Completion
2023-09-01 11:00 - 12:00 | Merseyside
Navigating Land Registry pre-completion often entails handling intricate legal documents and forms, a time-consuming process which when completed in bulk is prone to time-consuming errors.
Unlock a more efficient approach with InfoTrack’s innovative bulk management tools to drastically reduce processing time for multiple tasks at once. Join us as we explore how you can manage vital tasks in less time for your commercial property transactions. We’ll cover everything including:
• An overview of InfoTrack’s bulk management tools
• How to interrogate Corporate and Commercial Ownership data
• Submitting Land Registry Office Copies and OS Priorities all in bulk
Register now!

What’s new in Fire Safety?
2023-09-05 11:00 - 11:45 | Merseyside
Fire safety is clearly a big topic for homebuyers, leaseholders, landlords and regulators. For conveyancers however, it can be a challenge to know exactly what guidance to offer to what customers.
Join Roxanne Bailey, InfoTrack’s resident Reports on Title expert, as she demonstrates how our Property Report solution:
• Provides always the most up-to-date guidance from the Building Safety Act and related regulations
• Pre-populates information where appropriate
• Flags relevant sections for conveyancers to check and approve easily
• Enables sections to be added and removed in a single mouse click

Populating AP1s from Deeds
2023-09-06 11:00 - 11:45 | Merseyside
With InfoTrack, your AP1 forms can now be effortlessly filled directly from Deeds.
Leveraging the latest AI and document analysis technology from Amazon Web Services, you can now seamlessly extract information from TR1s, TP1s, and Charges, subsequently populating and validating your AP1 forms. This process not only saves you time but also enhances accuracy.
Join us at 11:00 am to discover how you can:
– Quickly populate your AP1 form using data from your uploaded TR1, TP1 and Charge documents
– Eliminate errors by ensuring correct formatting of personal representatives, power of attorneys, and other party roles.
– Easily identify any inconsistencies between the deeds and the AP1 form through our validation tools.
Register now!

The importance of understanding easements for commercial property
2023-09-06 14:00 - 15:00 | Merseyside
The laws relating to easements are complicated, especially for commercial real estate transactions. Understanding and complying with the necessary legal formalities which apply to this area of law can be challenging.
Delivered by expert speakers Anthony O’Hanlon, Head of Customer Development and Chantelle Wren, Associate Underwriting Director from CLS Property Insight, we will take a deep dive into easements, highlighting key areas to be aware of, including:
• What is an easement, and why are they important?
• Types of easement and how they are created
• Prescriptive easements
• Ending an easement
• Commercial case studies, including Kingsgate Development Projects Ltd v Jordan
• CLS easement policies
Book now to stay up to date!

UK Finance Lender Handbook
2023-09-07 11:00 - 12:00 | Merseyside
Compliance and risk mitigation will always be high on the list of things keeping conveyancers awake at night. With changes to regulation and the mortgage market happening frequently, staying on top of your obligations can be stressful.
Join us to learn how InfoTrack helps you stay compliant with lenders’ latest requirements and Cor Practice Management Standards:
· 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

Digital Data Layers
2023-09-08 11:00 - 11:45 | Merseyside
When it comes to identifying and mitigating risk, you can never have too much data. Knowing what to do with it is sometimes the challenge.
InfoTrack’s commercial property solutions provide over 100 data layers that can easily be added to your property maps for early warnings of:
• Environmental issues including flood risk, historic landfill and brownfield sites.
• Conservation areas, local planning applications & restrictions
• Public rights of way
• Major infrastructure projects
And much more.
Plus, we’ll demonstrate how our collaborative workspace enables you to easily share information with your clients, and drill down into title and ownership information to understand exactly who owns what.

Reporting in Sections
2023-09-12 11:00 - 11:45 | Merseyside
The title report holds immense importance for home buyers throughout the entire transaction process.
Timely delivery is of utmost importance to homebuyers, as it enables them to assess the property’s legal standing and make informed decisions about their purchase. A delayed or incomplete title report can lead to uncertainty and may even jeopardise the entire transaction.
Join us at 11:00 am to discover how InfoTrack’s report on title solution can help you divide the report into sections, making it easier for homebuyers to review and understand the information. Discover how you can enhance the efficiency of your title report process, ensuring that buyers can promptly access the crucial details they need.
Register now!

The Digital Conveyancing Roadmap Roadshow, Newcastle
2023-09-13 09:30 - 16:30 | Royal Station Hotel, Neville Street, Newcastle upon Tyne, NE1 5DH, United Kingdom
★ Redbrick Solutions are delighted to present their 2023 CPD events exploring the Digital Conveyancing Roadmap ★
Join our fantastic partners Armalytix, CLS Property Insight, Groundsure, IQ Legal Training, LMS, and TM Group to discuss the future of conveyancing.
Our four roadshows exploring the digital conveyancing roadmap are located across the UK in Newcastle, London, Leeds, and Birmingham, so please choose a location that is most convenient for you. View the agenda below.
For a small cost of £20.00 per delegate you will benefit from a full CPD day of conveyancing discussions and networking, plus conveyancing and property law training from Ian Quayle, Chief Executive at IQ Legal Training, and Zoe Upson, Trainer at IQ Legal Training. Learn more about the trainers below.
Throughout the roadshows we will be joined by our partners discussing an array of informative subjects from, ‘The Evolution of Source of Funds Journeys’ to ‘The Impact of Japanese Knotweed’. View the jam-packed agenda for each location on the register links below.
Don’t miss out on a fantastic conveyancing event and register your place below at a venue that suits you.

Validating Deeds and Reducing Requisitions
2023-09-13 11:00 - 11:45, 2023-09-20 11:00 - 11:45 | Merseyside
Requisitions – we all hate them, and we all know the impact they have on the speed at which transactions get completed. And yet, around 20% of all transactions are affected by missing or incorrect information.
One of the most common causes of requisitions is incorrect or inconsistent information in deeds, where information such as borrowers’ names or lenders’ details may vary from those on the AP1.
Join us as we demonstrate how InfoTrack’s updated AP1 functionality helps you to validate key information in your deeds and transfer documents, reducing the risk of related requisitions. We’ll also show you how to:
• Regenerate and amend information relating to affected parties
• Manage and monitor requisitions directly through the platform
• Send messages and supporting information direct to your Land Registry case worker

Practical implications for practitioners on the Building Safety Act
2023-09-13 14:00 - 15:00 | Merseyside
The Building Safety Act incorporates Leaseholder Protection provisions relating to flats in buildings that meet the definition of a “Relevant Building”. The provisions in the Act and lenders requirements arising from it are resulting in significant issues for residential conveyancers and their clients.
We’ll be joined by David Keighley, solicitor, expert trainer and writer on residential property matters, who will cover issues arising from the Building Safety Act 2022, the updated Government guidance on the Act, and the UKFML Handbook Part 1 and Part 2 requirements, including:
• the meaning of the key terms in the BSA 2022, namely:
o Qualifying leases and leaseholders
o Relevant buildings
o Relevant defects
• Leaseholder and Landlords Deeds of Certificate
• UKFML Handbook Para 5.14.17: Building safety requirements
• Fire Safety (England) Regulations 2022 – duties of the “Responsible Person”
• Practical issues
Book now to learn more!

Legal, All Member Meeting and Networking Dinner
2023-09-14 | Principal York Hotel, Station Road, York, Yorkshire, YO24 1AA, United Kingdom
The Legal member meeting will be held at the Principal York Hotel, Station Road, York YO24 1AA starting at 12:00pm for Lunch
These quarterly meetings provide an opportunity to network with your fellow members, as well as a forum for sharing collective expertise and industry knowledge. Every meeting is an experience, enhancing your conveyancing and business skills while networking with the best that the industry has to offer.
The meeting agenda includes:
Building Safety Act
Conveyancing Vision
Member Workshop
The All-Member meeting will start at 15:00 pm
Continuing Competency
Continuing competence is a career-long enhancement of knowledge, skill and judgement, members can fulfil their annual training requirement, simply by attending our various events and reading our guidance notes.
Networking Dinner
Join your fellow attendees for a drink’s reception, followed by dinner at 7pm. This is the perfect opportunity to network and re-connect with your fellow members in a more relaxed setting.
We have negotiated a special accommodation rate of £99.50 plus VAT including breakfast.
Please book early to avoid disappointment.
We look forward to welcoming you!

Documents Generation, Contract of Sale, TA13, TR1
2023-09-14 11:00 - 11:45 | Merseyside
You will be familiar with much of the core functionality of the InfoTrack platform such as managing your onboarding or managing your post completion tasks. You may be less familiar with some of the seller-side functionality we also provide to reduce the friction of the conveyancing process for all parties.
Join us as we take a moment to explore how InfoTrack can help sellers’ conveyancers:
• Compile comprehensive Contract Packs that bundle together all key seller information, from EPCs and title plans to TA Forms
• Complete Land Registry TR1 documents within the InfoTrack platform
• Create and edit Law Society TA13 Completion information & Undertakings
• Save all relevant documents directly to your CMS

Companies House Corporate Services
2023-09-15 11:00 - 11:45 | Merseyside
Understanding the true owners of commercial property and companies can a be complicated and time consuming process.
In this webinar, we demonstrate how, with InfoTrack’s commercial tools, you can Search against companies, conduct MR Filings, and drill down into ownership structures, all within one central platform.
Book now!

Onboarding - Overcoming common challenges and optimising the client experience
2023-09-18 11:00 - 11:45 | Merseyside
Join us as we look at some of the common challenges clients face with onboarding, and share top tips on how to make the onboarding process as seamless as possible for both conveyancers and clients.

Property Report – a user’s perspective
2023-09-19 11:00 - 12:00 | Merseyside
With its compliance-driven approach, Property Report is designed to help you deliver more consistent, high-quality Reports on Title with ease.
In this session, we’ll be talking to some current users about their experiences with Property Report, and how it has made a difference to their firms and their clients.

The Digital Conveyancing Roadmap Roadshow, London
2023-09-20 09:30 - 16:30 | Woburn House, Conference Centre, 20-24 Tavistock Square, London, WC1H 9HQ, United Kingdom

Reporting on Title
2023-09-20 10:00 - 23:00 | Merseyside
Brought to the market by tmgroup and IQ Legal Training the session will cover reporting on title and take place at 10am on Wednesday 20th September.
This webinar is suitable for residential conveyancers of all levels and will explore –
>> The format of a Report on Title – how it should be structured and what it should contain
>> Tricky topics to report on – defective title insurance, co-ownership, the results of due diligence
>> Lessons from case law
>> Limitations and Exclusions
Extensive notes will be provided and time allocated for delegate questions
