Onboarding - Overcoming common challenges and optimising the client experience
2023-10-18 11:00 - 11:45 (Europe/London)
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

Populating AP1s from Deeds
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!

Improved CQS compliance through integration with InfoTrack
2023-10-18 14:00 - 15:00
Integrating your Case Management System with other software solutions, such as InfoTrack, can play a significant role in helping law firms comply with the CQS Core Practice Management Standards.
Join InfoTrack’s National Sales Manager, Lisa Edwards, to explore how integrated systems enable your firm to:
– Automate workflows, reducing risk of error
– Centralise information management, establishing a single source of truth
– Get real-time updates and alerts when key tasks and deadlines are approaching
– Establish a clear audit trail across transactions
Book now and learn how to make your CQS journey that much more enjoyable to navigate and less painful!

Improved CQS compliance through integration with InfoTrack
2023-10-18 14:00 - 15:00
Integrating your Case Management System with other software solutions, such as InfoTrack, can play a significant role in helping law firms comply with the CQS Core Practice Management Standards.
Join InfoTrack’s National Sales Manager, Lisa Edwards, to explore how integrated systems enable your firm to:
– Automate workflows, reducing risk of error
– Centralise information management, establishing a single source of truth
– Get real-time updates and alerts when key tasks and deadlines are approaching
– Establish a clear audit trail across transactions
Book now and learn how to make your CQS journey that much more enjoyable to navigate and less painful to manage!

UK Finance Lender Handbook
2023-10-19 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 Core 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

Commercial leases: what recent changes mean for you and your clients
2023-10-20 11:00 - 12:00
Commercial leases continue to undergo major changes. Richard Snape, Head of Legal Training at Davitt Jones Bould, will discuss some of the changes and their implications for busy real estate professionals, including:
– Recent case law on service charges
– Recent case law on heads of terms
– Tenancies at will
– Break clauses after the Court of Appeal case of Turner v Thomas
– Higher-risk buildings and mixed-use developments
– Recent developments on minimum efficiency standards
– High street rental auctions and the Levelling-up and Regeneration Bill 2022-23
Book now!

Verification of Funds
2023-10-23 11:00 - 11:45
Join us as we showcase our newly enhanced Verification of Funds (VOF) solution. Learn how Enhanced VOF enables you to complete a full financial picture of your client’s source of funds and source of wealth quickly and easily.
In this webinar we will explore how you can:
· Minimise the risk of financial fraud with a complete picture of your client’s financial history.
· Access the most up to date data about your client’s finances to ensure they are legitimate.
· Fulfil your compliance obligations with improved processes, data sources, advanced reporting and audit trails.
Register today!

Property Report: A user’s perspective
2023-10-24 11:00 - 11:45
Any solution you adopt to help you submit your Report on Title should take into consideration what you really need and what will work best for you. One effective way to determine the right fit is to experience firsthand how it supports you when completing this critical document.
In our upcoming session at 11:00 am, we’re providing you with that opportunity. Join us and witness how seamless Reporting on Title can be for law firms when utilising InfoTrack’s Property Report.
Discover the benefit of purpose-built features and capabilities like:
· Automatic extraction of data from your local authority, drainage and water, and environmental searches
· Alerts on issues related to covenants, easements, rent charges and more
· Access to an always up-to-date content library, enabling consistency of reports across your firm

Validating Deeds and Reducing Requisitions
2023-10-25 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

Protect your clients and your firm with Confirmly
2023-10-26 11:00 - 11:45
In this webinar we explore how Confirmly can help protect both your clients and your firm from ‘Friday afternoon fraud’.
Confirmly is LMS’ secure identity-checking solution and is fully integrated into the InfoTrack platform, allowing you to carry out due diligence and mitigate risk easily.
Harnessing Panel Link data, Confirmly verifies a firm’s bank details and summarises legitimacy in seconds, allowing you to carry out due diligence and mitigate risk with ease.
In this session, we’ll go through:
– How to interpret Confirmly results
– How using Confirmly via InfoTrack supports you in meeting compliance obligations, and with PII renewals
– Future plans to return search results even faster

Companies House Corporate Services
2023-10-27 11:00 - 11:45
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!

eCOS - Introducing the eCOS Legal app
2023-10-30 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.

Blending your expertise with industry best practice
2023-10-31 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 recruit, train & retain the best talent
2023-11-07 12:00 - 13:00
Listen to our industry experts provide their top tips on ways to improve staff retention and attract the leaders of tomorrow. Everything from well-being initiatives and benefits packages to tools to do the job, succession planning and training.
The discussion will take place at 12 noon on Tuesday 7th November giving advice on ‘How to recruit, train & retain the best talent’.
Brought to the market by tmgroup, Conveyancing Data Services (CDS) and mio, panelists include:
>> Rob Hailstone, Bold Legal Group
>> Sarah Edmondson, Agents Together
>> Natalie Moore, AConveyancing
more panelists will be announced shortly.
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.”

IQ Legal Training Webinar | Selling and Buying Online Auctions
2023-11-09 11:15 - 12:15
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:
• Acting for sellers in connection with online auctions – scoping the retainer, who is drafting the auction pack, check the auctions conditions
• Acting for the buyer – who is the client, scoping the retainer, is due diligence required and if so when, what should be contained in the report on title
• Problem areas – contractual disputes, dealing with defective title
• Relevant recent case law will be examined
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.

Post Completion Demonstration
2023-12-04 12:00 - 13:00
Join us at tmgroup for a demo on our Post Completion services. We understand how important Post Completion is for you and your clients. Errors and delays cost valuable time and money. In this FREE webinar we will demonstrate how our SDLT and AP1 solutions can reduce errors, rekeying, requisitions and stop missed deadlines.
Looking at:
• SDLT Calculator
• Smart Forms
• Dashboards
• Notifications and Reminders
• And more
Join us to see why you should be using tmgroup for your Post Completion services.

How to run more efficient conveyancing processes with InfoTrack and Clio
2023-12-06 14:00 - 15:30
Discover how InfoTrack and Clio can revolutionise your conveyancing processes, making them more efficient and compliant.
Join us for a webinar where we’ll explore the following key aspects:
• Harness the power of pre-populated data to establish a unified source of truth.
• Seamlessly integrate document, search, and information retrieval into your practice management system.
• Stay ahead of compliance requirements to ensure peace of mine.
Don’t miss this opportunity to delve deeper into this integration. Sign up now to expand your knowledge.
The landing page is: https://www.clio.com/uk/events/partner-spotlight-infotrack-and-clio/?utm_source=ccc&utm_medium=partner&utm_campaign=infotrackUK_partnerspotlight

Contract of Sale: Why your firm should be CARING about SHARING!
2023-12-07 11:00 - 11:45
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:
❌ Leaves files sitting unprotected on desktops
❌ Introduces the risk of the wrong files being sent to clients
❌ Means searching through email to prove that a pack has been sent
Join us on Thursday 7th December to explore how InfoTrack’s new Contract Sharing functionality, enables you to send your Contract Pack directly from the Platform, meaning:
✅ Contract Packs arrive with purchasers’ solicitors more quickly
✅ You have a complete audit trail within InfoTrack,
✅ Your desktop stays free of unnecessary client files.
Register to learn more!

Contract of Sale: Why your firm should be CARING about SHARING
2023-12-14 11:00 - 11:45
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:
❌ Leaves files sitting unprotected on desktops
❌ Introduces the risk of the wrong files being sent to clients
❌ Means searching through email to prove that a pack has been sent
Join us on Thursday 14th December to explore how InfoTrack’s new Contract Sharing functionality, enables you to send your Contract Pack directly from the Platform, meaning:
✅ Contract Packs arrive with purchasers’ solicitors more quickly
✅ You have a complete audit trail within InfoTrack,
✅ Your desktop stays free of unnecessary client files.
Register to learn more!

Planning risks for commercial real estate transactions - what you and your clients need to consider
2024-01-09 14:00 - 15:00
With UK development targets for housing set at 300,000 new properties each year until 2025, it’s important to make sure you and your practice team are alert to development risks, as well as opportunities, on behalf of your client, particularly as nearly one-third of properties have a high risk of development within 75m.
We’ll be joined by Paul Addison, Managing Director of DevAssist, who will look at the challenges with identifying development risk and the implications for commercial property transactions, including:
• How a developer views land, and the very real impacts of construction on existing property
• How seemingly benign locations are transformed, leaving both lawyers and their clients exposed to financial damage
• National Planning Policy
• Five year housing supply and its importance
• Strategic Housing and Economic Land Availability Assessments (SHELAA)
Book now!
https://us02web.zoom.us/webinar/register/2416956504826/WN_x7NontntQ_anCJ9z_EYuCQ

The LMS Charge Registration Process update
2024-01-16 14:00 - 14:45
The LMS Charge Registration process has changed … and we think you’re going to like it!
Join us on Tuesday, 16 January, at 2.00pm as Travis Scholes, Commercial Director at LMS, provides an update on the Charge Registration process and integration with HMLR. He’ll be joined by Adam Naraine, Product Manager at InfoTrack, and together they will show you how easy it is to access LMS via integration with InfoTrack, and cover some of the benefits, including:
– how LMS will continually poll HMLR for updates, which forms part of the MI updates required by lenders;
– how each linked AP1 provides both LMS and HMLR with the ABR required for updates when registered through InfoTrack;
– how LMS will update lenders on behalf of clients, helping reduce reminder emails!
We’ll be providing a demo of the new process, and walking you through the entire journey, from start to finish.
Book now to keep up to date with the latest changes!

Contract of Sale: Send contract packs in seconds
2024-01-17 11:00 - 11:45
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:
❌ Leaves files sitting unprotected on desktops
❌ Introduces the risk of the wrong files being sent to clients
❌ Means searching through email to prove that a pack has been sent
Join us on Wednesday 17th January as we explore how InfoTrack’s new Contract Sharing functionality, enables you to send your Contract Pack directly from the Platform, meaning:
✅ Contract Packs arrive with purchasers’ solicitors more quickly
✅ You have a complete audit trail within InfoTrack,
✅ Your desktop stays free of unnecessary client files.
Register to learn more!

InfoTrack and Advanced ALB - greater functionality, less admin
2024-01-23 14:00 - 15:00
Practice and case management system Advanced ALB, now fully integrates with InfoTrack with an enhanced two-way integration, leading to easier access to data, saving time and ensuring compliance.
Join us as we take a deep dive into the latest functionality and award-winning solutions which are now available to ALB users, through integration with InfoTrack, including:
– Full pre-population of data – enhance compliance across your firm, minimise risk to data and reduce admin time
– Document return – no more copying and pasting, or searching for individual documents
– Financial integration – with disbursements automatically created, ensure accurate and streamlined accounting processes
InfoTrack Head of Account Management, Tom Kerwin, will demo the integration, and he’ll be joined by Adrian Foulkes, Director and Chartered Legal Executive, at Milwyn Jenkins & Jenkins Solicitors, who will talk about his firm’s experience of the enhanced integration, and the benefits they have seen as a result.
Book now to discover the value of integration between Advanced ALB and InfoTrack!

Contract of Sale: Send Contract Packs in Seconds!
2024-01-24 11:00 - 11:45
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:
❌ Leaves files sitting unprotected on desktops
❌ Introduces the risk of the wrong files being sent to clients
❌ Means searching through email to prove that a pack has been sent
Join us on Wednesday 24th January to explore how InfoTrack’s new Contract Sharing functionality, enables you to send your Contract Pack directly from the Platform, meaning:
✅ Contract Packs arrive with purchasers’ solicitors more quickly
✅ You have a complete audit trail within InfoTrack,
✅ Your desktop stays free of unnecessary client files.
Register to learn more!

Property Trends Webinar: Exploring Key Data and Themes for 2024
2024-01-25 12:00 - 12:45
Discover the latest trends driving the residential property market in 2024 with Landmark’s “Property Trends” webinar series.
What to expect:
With access to the largest single source of property data across the whole market Landmark will reveal its latest deep-dive analysis to help industry business leaders start off this year on the right foot.
We’ll report on the latest volumes across the full breadth of the transaction pipeline (from listings, SSTC / SSTM, searches ordered and completions) and the all-important helicopter view: the current timeline between property transaction milestones, from instruction through to completion.
Other highlights include:

Data-driven insights: Dive deep into analytics and market data to better understand the complete residential market landscape for the year ahead.
Peer research: Hear the latest results from Landmark’s market research panel, featuring the top challenges and priorities for estate agents, conveyancers, lenders and surveyors.
Expert panel discussions: Engage with industry leaders, exploring strategies and tactics for success in the sector.
Q&A session: Get your burning questions answered by seasoned professionals, allowing you to compare your own strategic thinking.

Why attend?
In a rapidly evolving market, staying ahead is crucial. This webinar provides an unparalleled opportunity to let the largest source of data and expert thinking in the sector guide your thinking.

InfoTrack and CLSQ invite you to Ask the Underwriter ...
2024-01-30 14:00 - 15:00
– 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 being compliant with insurance legislation and the regulator’s requirements (SRA/CLC) when ordering legal indemnity insurance?
– Do you have to get multiple quotes when looking for legal indemnity insurance for your clients?
These are just a few of the questions regularly asked by law firms, which is why we’ve partnered with CLSQ’s Associate Director, Chantelle Wren, who will be joined by a Senior Underwriter, to answer all your challenging indemnity-related questions, enabling you to support your clients with knowledge and confidence. This is your opportunity to ask any questions in relation to indemnities that you never dared to ask before!
You are invited to submit your questions to faye.stenning@infotrack.co.uk, ahead of the webinar, so that Chantelle and the Senior Underwriter can provide answers.
Book now to secure your spot, and don’t forget to forward your questions!

Using the eCOS VOI and AML reports - a practical guide
2024-02-06 11:00 - 12:00
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, and get some practical tips on what to do when the report suggest you “Review” the information provided by your client. Together we’ll cover:
– What the software is looking for and how it generates results;
– Why the report might say “Review” but the picture of ID document looks fine – and what to do when that happens;
– What the new adverse media reports mean, and how to handle a potential match.
Book your place today to keep up to date!

Digital Post Completion with LEAP and InfoTrack
2024-02-07 11:00 - 12:00
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 your AP1, with any discrepancies highlighted to enable swift reconciliation, and return it directly to your matter in LEAP. This means:
– Eradicating data mismatches between AP1s and TR1s and TP1s
– Over 95% of the AP1 form can now be populated for you
– Populate details of personal representatives, executors and all party types from Deeds
– Deeds are automatically cross-referenced for consistency across all documents
Book now to keep up to date on digital post completion solutions through integration with LEAP and InfoTrack.

Navigating Commercial Leases - Crucial tips for avoiding common traps
2024-02-13 11:00 - 12:00
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:
– Allowing the tenant into occupation – licences and tenancies at will
– Using the RICS model heads of term
– Problem clauses – break, rent suspension, repair and user
– Turnover and green leases – things to look out for
– Lessons from recent case law
As ever, Ian will be on hand at the end of the session to field any questions you may have regarding commercial leaseholds.
Book now to secure your place!

Property Report: discover the Extract Text Tool and new updates to the Content Library
2024-02-15 11:00 - 11:45
The Extract Text Tool is one of the many ways Property Report makes reporting on a title so much more efficient. This tool reads the text in any PDF uploaded to the workspace, such as the title document or search results, giving you an accuracy rating, and allowing you to copy all or part of the text into the report.
Join us as we demonstrate how to use the Extract Text Tool to help you get the most out of Property Report. We will also run through some recent updates to the Content Library, including:
• Mortgage Final Note and Disclaimer
• Existing New Build Warranty
• Other New Build Warranty
• HMLR Delay Warning (Unregistered Property)
• Insurance Disclaimer
• Development Plan Designation Disclaimer
Register now!
