CQS update - what's new in 2023
2023-09-21 14:00 - 15:00 (Europe/London)
A number of important changes to the CQS have been introduced by The Law Society this year which will impact on all CQS accredited firms, including:
• Compulsory SRO exam
• New Scheme rules
• New Application Portal
Given the strict timescales and processes that firms will need to comply with to ensure their CQS accreditation isn’t compromised, the CQS Application Portal will be of particular interest to CQS firms.
We’ll be joined by CQS Lead Assessor, Tracy Thompson, who will shed light on each of the changes, and explain how each will need to be complied with, as well as providing an update on the common assessment issues being encountered by CQS accredited practices.
Book now to keep up to date with all your CQS requirements.

Onboarding - Capturing client information easily through eCOS
2023-09-25 11:00 - 11:45
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…

IQ Legal Training Webinar | Building Safety Act 2022 Update
2023-09-25 12:30 - 13:30
Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this FREE 1-hour webinar session suitable for all residential conveyancers undertaking residential leasehold transactional work and will explore the following issues:
• Is it now safe to act for buyers, sellers and lenders where the BSA applies?
• Do we need a landlord certificate and/or a leaseholder deed of certificate when acting for a buyer?
• How do conveyancers acting for sellers and buyers deal with the revised TA 7 and LPE 1?
• What to look out for with lender instructions
• Lessons from case law an overview of the decision in Waite, Martensson and others v Kedai Limited
Extensive notes will be provided and there will be an opportunity for delegate questions. Register your place today. This webinar is sponsored by Redbrick Solutions and Conveyancing Data Services.

Blending your expertise with industry best practice
2023-09-26 11:00 - 11:45
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 housebuyers 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.

Top 3 Tips: How to unburden your staff through process improvements
2023-09-26 12:00 - 13:00
Join our panel of industry experts to hear what you can do to free up staff to spend their time where it’s most needed and generate cost-saving business efficiencies along the way. Everything from automation and achievable quick wins in technology adoption to simple process improvements and open API models
The discussion will take place at 12 noon on Tuesday 26h September giving advice on ‘How to unburden your staff through process improvements’.
Brought to the market by tmgroup, Conveyancing Data Services (CDS) and mio, host Paul Albone, COO & CTO of tmgroup will be joined by:
>> Luke Robinson, Eversheds
>> Chris Harris, Valafy
>> Maria Harris, PDTF
>> Jonny Field, PEXA
>> Travis Scholes, LMS
Verdi Taylor-Bishop, Marketing Director of tmgroup comments:
“Since being established in the midst of lockdown 2020, tm:tv has gone from strength to strength as an online debate series covering key topics impacting the property market – everything from market trends to the future hazards of climate change. It’s fantastic to see tm:tv continuing to bring so many property professionals together from across the industry to help drive positive change.”

New building regulations
2023-09-27 09:30 - 10:30
Brought to the market by tmgroup and IQ Legal Training the session will cover new building regulations and take place at 10am on Wednesday 27th September.
This webinar is suitable for residential conveyancers of all levels and will explore –
>> When are Building Regulations required – an overview
>> Scoping the retainer and the content of the Report on Title – how should buildings regulations be dealt with
>> TA forms, Local Land Charges, Enquiries of the Local Authority and Additional Enquiries – what will be revealed?
>> Lessons from case law
Extensive notes will be provided and time allocated for delegate questions

The Digital Conveyancing Roadmap Roadshow, Leeds
2023-09-27 09:30 - 16:30 | Royal Armouries Museum, Leeds, LS10 1LT, 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.

Populating AP1s from Deeds
2023-09-27 11:00 - 11:45, 2023-10-18 11:00 - 11:45
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!

HMLR: Local Land Charges update and the impact for conveyancers
2023-09-27 14:00 - 15:00
HM Land Registry is continuing to work with all local authorities in England and Wales to ensure the progression of digitisation and migration of their local land charges data into a single, centralised register.
We’ll be joined by Leanne Wright, Customer Delivery Manager and Gill Parish, Customer Account Manager, from HMLR’s Local Land Charges Programme, to provide an update on:
• where HMLR are with current migrations, as well as their plans for the future.
• major milestones for the programme.
• how HMLR are improving live service for their users.
• how the changes will affect conveyancers.
Book now to keep up to date with HM Land Registry’s work with local authorities.

An introduction to LMS Secure Link
2023-09-28 11:00 - 11:45
On Thursday, 28 September, Adam Naraine, Product Manager at InfoTrack will be providing you with an insight into 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
– The Secure Link roadmap, including future iterations
– Q&A
Book now to secure your place!

Digital Signatures for Commercial Transactions
2023-09-29 11:00 - 11:45
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.

eCOS - Introducing the eCOS Legal app
2023-10-02 11:00 - 11:45
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.

What’s hot in climate change?
2023-10-03 11:00 - 11:45
From a structural and financial perspective, climate change and its impacts on property is becoming a significant concern for housebuyers.
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.

Planning & Building Regulations: A guide for Conveyancers
2023-10-03 14:00 - 15:00
The ongoing evolution of housing, planning and development regulations in the UK means conveyancers need to stay up to date to keep transactions moving. InfoTrack is delighted to be joined by Anthony O’Hanlon, Head of Customer Development and Kelly McDonnell, National Sales Manager, at CLSQ, who will provide an informative and interactive webinar on Planning and Building regulations, their effect on the residential conveyancing process and the range of policies available to help progress property transactions.
Key topics covered in this 45-minute session include:
Part 1: Overview and key issues:
– Building Regulations
– Planning Permission
– Planning and Permitted Development FAQs
Part 2: Case Studies:
– Cottingham vs Attey Bower & Jones
– Enforcement on Conservatory
Part 3: Insurance Solution:
– Lack of Planning and/or Building Regulations Policy
– Insurance Policy FAQs
Book now to secure your place!

The Digital Conveyancing Roadmap Roadshow, Birmingham
2023-10-04 09:30 - 16:30 | Birmingham Repertory Theatre, Centenary Square, Broad Street, Birmingham, B1 2EP

Validating Deeds and Reducing Requisitions
2023-10-04 11:00 - 11:45
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

UK Finance Lender Handbook
2023-10-05 11:00 - 11:45
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

Financial Crime Update - because it's not just AML!
2023-10-05 14:00 - 15:00
In this Autumn’s Financial Crime Update, Amy Bell returns to talk about the recent developments in the world of AML, Sanctions and Fraud. All three of these areas are evolving, meaning solicitors need to make sure they are up to date with legislation, so they can take the actions needed to ensure compliance.
In this session we’ll look at:
– The recent Consultation on the Legal Sector Supervision and what the future might look like
– The SRA’s recent Sectoral Risk Assessment
– The Economic Crime and Corporate Transparency Bill, including failure to prevent fraud offence
– The SRA Sanctions Guidance and how to demonstrate compliance
Amy Bell, founder of Teal Compliance, is a solicitor and chair of the Law Society’s Money Laundering Task Force and author of Solicitors and Money Laundering. She will be joined by David Rawson, eCOS Head of Product at InfoTrack, and together they will guide you through the changes.
Book now!

Commercial Land Registry Pre-Completion
2023-10-06 11:00 - 11:45
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!

Onboarding - Overcoming common challenges and optimising the client experience
2023-10-09 11:00 - 11:45
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 - Delivering the essential content you need
2023-10-10 11:00 - 11:45
At InfoTrack, our clients are always front and centre of everything we do. And now, our Property Report team want to hear from you.
Join our digital conveyancing specialists, Adam Naraine, Roxanne Bailey, and Amy Skidmore at 11:00 am on Tuesday, 10 October for an exclusive Property Report content drop-in session, where we’ll be:
– Setting out our plan to deliver new content that supports you in reporting on even more conveyancing scenarios
– Debating hot topics affecting purchase matters
– Listening to your suggestions for new content to scope, write and release
Register now!

Managing High Volume Post Completion
2023-10-11 11:00 - 11:45
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!

Optimise your firms efficiency utilising tmgroup & InTouch
2023-10-11 11:00 - 12:00
This session will be a demonstration of InTouch’s conveyancing software and how the integration with tmgroup can make ordering searches quick and simple. InTouch will demonstrate their software features along with how you can onboard clients efficiently and order searches with all fees/charges coming back automatically through to InTouch accounts module keeping the client in the loop at all times.
If you would like to find out more about how InTouch and tmgroup integration can help support your firms efficiency please register today.

Documents Generation, Contract of Sale, TA13, TR1
2023-10-12 11:00 - 11:45
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

IQ Legal Training Webinar | Recent Developments in Land Registration
2023-10-12 12:30 - 13:30
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 examine:
• Electronic applications and signatures – tips and traps
• Dealing with notices and restrictions – what is best practice
• Adverse possession – what to look out for
• Boundary issues and land registration – explanation and advice for clients
Extensive notes will be provided and there will be an opportunity for delegate questions.
Register your place today.
This webinar is sponsored by Redbrick Solutions and Conveyancing Data Services.

Digital Data Layers
2023-10-13 11:00 - 11:45
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.

eCOS – TA Forms
2023-10-16 11:00 - 11:45
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 protocol forms
• Early identification of missing information,
• Automated reminders for documentation not received
• Firm-wide dashboard showing all outstanding documents and signatures
And more…

Reporting in Sections
2023-10-17 11:00 - 11:45
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!

Onboarding - Overcoming common challenges and optimising the client experience
2023-10-18 11:00 - 11:45
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
