The Conveyancing Association

Data driven Property Reports
2023-04-04 11:00 - 11:30 (Europe/London)
Creating a report on title can be time-consuming and open to error and risk when done manually.
In this 30-minute webinar, we’ll explore how automation removes both the administrative burden and risk of error from your reports, meaning your clients receive the key information about their property swiftly, with total confidence in its accuracy.
Learn how Property Report:
· Automatically extracts data from your local authority, drainage and water, and environmental searches
· Highlights issues related to covenants, easements, rent charges and more
· Provides access to a shared content library, enabling consistency of reports across your firm
· Delivers complete reports on title in as little as 15 minutes

2 weeks to 2 days with digital client onboarding
2023-04-03 11:00 - 12:00
In this webinar, we’ll be exploring how onboarding your clients through InfoTrack’s eCOS solution can benefit fee earners and clients by reducing onboarding from 2 weeks to 2 days.
Join us at 11 AM to discover the benefits of features like:
· Remote ID verification through biometric / RFID document checks
· More accurate, 5th directive-compliant AML checks leveraging open banking and multiple official data sources
· Pre-population and cross-checking of key data from VoI / AML results with relevant documents across the rest of the conveyancing journey

eSignatures for Commercial Transactions
2023-03-31 11:00 - 12:00
From working out corporate structures and ownership to processing complex sites, commercial transactions can often be a juggling act with many elements to manage.
InfoTrack’s commercial offering provides you with an eSignatures service so that you can swiftly and efficiently obtain signatures without any extra work.
Join us on Friday, 31st March, as we demonstrate how you can complete your transactions wherever you are. Register now to learn more.

CQS in 2023: A look ahead and how to ensure compliance with InfoTrack
2023-03-29 14:00 - 15:00
Last year the Law Society introduced a number of changes to the Core Practice Management Standards (CPMS), as well as advising firms to be “assessment ready”, but what may be in store for 2023? We’re delighted to be joined by Tracy Thompson, Lead Assessor for CQS, who will recap on the changes introduced last year, and look ahead into 2023 to ensure firms who are CQS approved, or looking to become CQS approved, are equipped with the knowledge and tools available to ensure they meet their compliance responsibilities with ease.
As well as any changes, we’ll look at how technology can support and improve practices, through streamlined processes, making the CQS journey that much more enjoyable to navigate. With dynamic tools provided by InfoTrack, don’t miss this opportunity to find out how you can keep on track and stay focussed with our CQS compliance support.
Learn more and book your place NOW!

FREE Property Reports with InfoTrack
2023-03-28 11:00 - 11:30
Remove the administrative burden and risk of error from your reports on title. InfoTrack’s Property Report solution allows you to send your clients key information about their property with total confidence in its accuracy, and at no extra cost.
Join us in this 30-minute session, to learn how Property Report facilitates:
· Automatic extraction of data from your local authority, drainage and water, and environmental searches
· Access to a shared content library, enabling consistency of reports across your firm
· Complete reports on title in as little as 15 minutes
· Risk assessment by highlighting issues related to covenants, easements, rentcharges and more

Complete Digital Onboarding with Verification of Funds
2023-03-27 11:00 - 12:00
In this webinar, we’ll be exploring how onboarding your clients through InfoTrack’s eCOS solution can benefit fee earners and clients through:
· Remote ID verification through biometric checks
· More accurate, 5th directive-compliant AML checks leveraging open banking and multiple official data sources
· Pre-population and cross-checking of key data with relevant documents across the rest of the conveyancing journey
· Integration with over 15 leading CMS providers

Save thousands in overheads with InfoTrack Commercial
2023-03-24 11:00 - 12:00
The cost of running your commercial conveyancing operations can be high: committing to multiple annual subscriptions for your search tools, the burden of running and compiling various reports and staying on top of shifting regulations all take their toll on your bottom line.
Working on a Pay as You Go basis, InfoTrack replaces all your existing subscription-based conveyancing tools with a single invoice based only on what you use.
Join us at 11:00 AM to learn how InfoTrack can reduce your software overheads and bring in a host of additional features and functionality, including:
– Commercial mapping and data layers
– Pre-search screening reports
– Bulk submission of OCE and OS searches
– Illustrative plan functionality
– Integrations with your DMS

The Importance of Compliance with The Insurance Distribution Directive
2023-03-23 10:00 - 11:00
The Insurance Distribution Directive (IDD), which came into force on 1st October 2018, resulted in the SRA and CLC introducing new rules for law firms undertaking insurance distribution activities. To help law firms comply with the requirements of IDD, and understand the implications for themselves and their Insurance Distribution Officers (IDOs), we’ll be reviewing the main prerequisites of the Directive, together with requirements from the SRA and CLC.
Delivered by expert speakers Kelly McDonnell and Anthony O’Hanlon from CLS Property Insight, together with Tracey Calvert, Regulatory Compliance Specialist at Oakhalls Consultancy, we’ll take a deep dive into the IDD requirements to highlight the key areas firms need to be aware of, including:
• IDD background and overview
• The legislation and requirements
• The legal regulators’ stance on IDD
• The consequences of non-compliance
• The responsibility of the IDO
• Myths and misconceptions
Attendees will have the opportunity to ask questions at the end of the webinar and will also gain access to the detailed IDD research document compiled by CLS.
Ensure you meet your compliance responsibilities and book your place on this webinar today.

IQ Legal Training Webinar | Compliance and Source of Funds in Residential Conveyancing
2023-03-22 11:15 - 12:15
Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this FREE webinar session aimed at residential conveyancers of all levels, exploring:
• Onboarding clients – client verification, anti-money laundering, and risk assessing clients and transactions
• CQS compliance – things to watch out for
• Compliance and file management
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.

Invite to Speeding up the buying and selling process - the Upfront Information Roadshow Premiere
2023-03-21 11:00 - 12:00
Material Information legally must be produced on advertising a property because it could impact the transactional decision of the average consumer. We can also use this to streamline the process and facilitate real change in the industry.
The Upfront Information Working Group from the Home Buying and Selling Group have identified what documents need to be reviewed to identify the material information.
But what’s in it for you? Whether you are a conveyancing lawyer, estate agent, mortgage broker, surveyor, valuer, lender or even a home mover, come and join us to hear all about it and the opportunities which it presents to increase your profitability, reduce waste and improve the home moving process for all.
Limited spaces are available so be quick!
Date: 21st March 2023
Time: 10:00 – 12:00 presentation and expert panel Q&A session, with representatives from each sector, followed by networking and refreshments until 1pm for those able to attend in person, and in support of National Conveyancing Week.
Book your place to join us in person at 8 Northumberland Avenue, London, WC2N 5BY by clicking here or join us on line by booking your space here

CQS Compliance and Property Report
2023-03-21 11:00 - 12:00
How do you stay up-to-date on changing guidance related to where and when you need to provide advice to clients in order to maintain your firm’s compliance?
During this 30-minute webinar, we’ll demonstrate how InfoTrack’s award-winning solution not only simplifies and standardises the creation of your Reports on Title but supports your firm in understanding and fulfilling your responsibilities concerning:
· Adherence to the SRA Principles
· Law Society best practice and Conveyancing Protocol
· Navigating areas of high-risk litigation

eCOS – Digital Verification of Identity
2023-03-20 11:00 - 12:00
Ensuring your clients are who they say they are is a critical first step in client onboarding and one which, in the past, was laborious for conveyancers and clients.
With eCOS, there’s no longer any need for clients to provide their identity in-person or hard copies of documents to prove their identity, and there’s no need to download and access separate applications to verify identity or source of funds.
Join us on Monday 20, March as we explore how eCOS from InfoTrack delivers:
· Time savings through integrations with 13 trusted datasets
· Automated document authentication of passport/driving licence/ID card
· AI-powered Liveness check to confirm the person presenting the ID document owns it
· Two electronic address checks to confirm the person presenting the ID is the property owner
· Additional alerts and warnings (PEPs and sanctions checks)

PII Renewal Support
2023-03-17 11:00 - 12:00
Professional Indemnity Insurance renewal can be stressful and usually involves significant resources to compile the data required by insurers. However, providing the insurer with more information about your processes can significantly reduce your premiums.
Join us as we explore how InfoTrack can help through reporting’s extensive capabilities and integrations to make the renewal process more straightforward, helping your team answer insurers’ questions with ease and confidence. During this 30-minute session, we’ll touch on the following:
· Our PII-support report highlighting relevant processes and safeguards used to help keep you compliant across onboarding, post-completion
· PII Data report providing an export of key risk factors (numbers of AML searches, the geographic split of customers) for accurate renewal forms
· Real-time visibility of risk factors enables proactive management of issues as they occur
Register Today!

Property Report – Covenants, easements and rent charges
2023-03-14 11:00 - 12:00
Creating a report on title can be a time-consuming affair and one, when done manually, that’s open to error and, potentially, risk.
In this 30-minute webinar, we’ll explore how automation removes both the administrative burden and risk of error from your reports, meaning your clients receive the key information about their property swiftly and have total confidence in its accuracy.
Learn how Property Report:
· Automatically extracts data from your local authority, drainage and water, and environmental searches
· Highlights issues related to covenants, easements, rent charges and more
· Provides access to a shared content library, enabling consistency of reports across your firm
· Delivers complete reports on title in as little as 15 minutes
Register Today!

eCOS - AML via eCOS
2023-03-13 10:00 - 12:00
Performing accurate, timely AML checks is a key part of an efficient client onboarding process and lays the foundations for compliance across the conveyancing journey.
Managing AML through InfoTrack’s eCOS onboarding solution allows you to quickly and easily order an AML check to fulfil your KYC responsibilities with a single click of your mouse.
Join us on Monday, 13 March, as we demonstrate how the eCOS One-click AML:
• Allows you to extract the client’s information directly from their identity document
• Checks ID and PEP / Sanctions status against 12 official datasets
• Complies with the latest EU 5th Directive requirements
• Is HMRC Safe Harbour compliant
• Provides ongoing monitoring and alerts for 12 months
Register today!

PII Renewal Support
2023-03-10 11:00 - 12:00
Professional Indemnity Insurance renewal can be stressful and usually involves significant resources to compile the data required by insurers. However, providing the insurer more information about your processes can significantly reduce your premiums.
Join us as we explore how InfoTrack can help through reporting’s extensive capabilities and integrations to simplify the renewal process, helping your team answer insurers’ questions quickly and confidently.
During this 30-minute session, we’ll touch on the following:
· Our PII-support report highlighting relevant processes and safeguards used to help keep you compliant across onboarding, post completion
· PII Data report providing an export of key risk factors (numbers of AML searches) for accurate renewal forms
· Real-time visibility of risk factors enables proactive management of issues as they occur
Register today!

Friction-free post-completion
2023-03-08 11:00 - 12:00
Post-completion is the area of conveyancing which has seen the most modernisation in recent years, thanks in part to government mandates for the digitisation of AP1s.
But simply ‘going digital’ doesn’t guarantee improvements for staff or clients: there are many more factors to consider to enjoy friction-free post-completion.
Join us on Wednesday, 8 March, as we explore the factors firms need to consider when digitising their post-completion processes, the potential roadblocks, and how they can be overcome through:

Integration with CMSs and Government portals
Automatic population of data
Automatic attachments of matter-related documents
Firm-wide dashboards and reporting
Intuitive platform design

Book your place today!

Evolving our content library - what's new with Property Report content?
2023-03-07 11:00 - 12:00
Standardising your conveyancing processes and documents is critical in improving productivity and the speed at which client matters are handled. But in a world where teams are increasingly dispersed, maintaining consistency can be a challenge.
Join us on Tuesday, 7 March, as we demonstrate how Property Report’s in-built content library assists firms in standardising their property reports, reducing time spent searching for and editing documents.
Register today!

Streamline client onboarding with eCOS
2023-03-06 11:00 - 12:00
In an effort to make more information available to buyers upfront, part of a conveyancer’s onboarding responsibilities is the completion of Law Society TA forms, a process that can take a long time.
In this webinar, we’ll touch on how onboarding questionnaires, licensed Law Society TA forms, client care packs, can be managed within the eCOS platform, as well as reviewing how managing identity and financial checks are possible, all within a single platform.

IQ Legal Training Webinar | Professional Negligence and Conveyancing
2023-02-23 11:30 - 12:30
Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this FREE webinar session aimed at residential conveyancers of all levels, exploring:
• Protecting your firm by scoping and managing the retainer
• Acting for the seller – what can cause claims?
• Acting for the buyer – due diligence and reporting on title
• What is effective client communication?
• What can we learn from case law?
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.

How will climate change affect heat stress
2023-02-15 09:00 - 09:30
On 20th July 2022, the UK recorded its hottest day ever, topping at 40.3°C. As a country, we aren’t prepared for such temperatures and long periods of droughts which lead to heat stress and can cause wildfires to start. On 14th August 2022, the chair of the National Fire Chiefs Council said that the hot and dry conditions in 2022 had resulted in a 200% increase in the number of wildfires compared to the previous year. In June 2022, the Buildings Regulations were expanded to include ventilation improvements in newly built homes. This is designed to reduce overheating, particularly in those buildings which house the vulnerable. As such its clear heat stress is an important component of any climate change reporting, and this session will help you understand what those risks are, how you can find out how it will impact a property, and what advice to give clients.
The benefits to you:

Understand how climate change will affect heat stress
What the government has planned to reduce the risk from heat stress
Learn how you can identify if and to what extend temperatures may change in your client’s area
Understand what advise you may wish to provide clients

PI Renewal Support
2023-02-10 11:00 - 12:00
Professional Indemnity Insurance renewal can be stressful and usually involves significant resources to compile the data required by insurers. However, providing the insurer more information about your processes can significantly reduce your premiums.
Join us as we explore how InfoTrack can help through reporting’s extensive capabilities and integrations to make the renewal process more straightforward, helping your team answer insurers’ questions with ease and confidence. During this 30-minute session, we’ll touch on the following:

Our PI-support report highlighting relevant processes and safeguards used to help keep you compliant across onboarding, post completion etc
PII Data report providing an export of key risk factors (numbers of AML searches, the geographic split of customers etc.) for accurate renewal forms
Real-time visibility of risk factors enables proactive management of issues as they occur

Register Today!

Armalytix Source of Funds - How does it work?
2023-02-09 11:00 - 23:30
Sheryl Hodgson, Head of Customer Success at Armalytix will be discussing what makes Armalytix best in class as a Source of Funds partner, and how using open banking technology intelligently can drive efficiencies in your firm. Armalytix is all about reducing the amount of time it takes your client to get evidence back to you, and reducing the amount of time it takes to make a decision on the evidence.
Join our webinar on Thursday 9th February at 11am to find out how Armalytix in partnership with Redbrick Solutions can help your firm.

Commercial: Premium Portfolio Management
2023-02-09 11:00 - 12:00
Processing multiple or complex sites are notoriously time-consuming and costly project for firms. InfoTrack’s commercial offering provides a portfolio service that ensures you can spend your time managing client relationships while we obtain the information you need to complete your transactions.
Join us on Thursday, 9th February, as we demonstrate how our portfolio management team provide assistance:

Researching and investigating assets owned by your clients
Managing and processing bulk Land Registry orders and reporting
End-to-end project management

Register Today!

Post-Completion in 5 Minutes
2023-02-08 11:00 - 12:00
What could your team be doing with the time they currently spend on monotonous post-completion tasks? Having pioneered the digitisation of SDLTs and AP1s back in 2016, InfoTrack has continually developed our tools to the extent that users can now complete their AP1s in as little as 5 minutes, freeing them up to work on higher-value tasks.
Join us on Wednesday, 8th February, as we demonstrate how we deliver this through:

Automatic linking of returned SDLT5s to your AP1
Inbuilt data mapping that pre-populates up to 90% of your AP1 form for you
CMS integrations that reduce the need for rekeying data and minimises the risk of human error

Register Today!

How will climate change affect subsidence and coastal erosion
2023-02-08 09:00 - 09:30
Recent projections from the Met Office have concluded that in general UK winters are going to get warmer and wetter whilst UK summers are likely to become hotter and drier. In addition, other potential impacts of climate change include sea level rise, and storm event intensity. These factors may affect the rates of coastal erosion, soil moisture and subsequent subsidence. This session will help you understand what ground stability, is, how climate change may impact the level of risk, and how you can find more information about it for property due diligence.
The benefits to you:

Understand what ground instability is
Gain a greater understanding of how climate change may impact ground instability rates
Learn how you can identify if climate change will impact the property
How you can advise your clients on the risks

Industry Update: A review of 2022 and what to expect from 2023
2023-02-07 11:00 - 12:30
It’s that time of year when we look back at another busy year and give you an overview of all the updates, news and latest legislations that took place in the property and conveyancing industry. We will also look at the year ahead of us and what we can expect from 2023. Don’t miss this popular webinar and sign up today!

Property Report – Standardised Reporting
2023-02-07 11:00 - 12:00
Drafting reports on title is a time-consuming, monotonous, and inefficient use of your fee-earners time. It’s often an area of risk where data can easily be inputted incorrectly.
Join us on Tuesday 7th, February as we cover how Property Report from InfoTrack:

Gives your reports on title a standardised appearance and format
How you can save time with pre-populated information
Provides a content library of up-to-date guidance
Allows you to create your own content templates
Reduces risk with a standardised report to improve consistency across your firm

Register Today!

Annual Conference 2023
2023-02-07
Join us for the Conveyancing Association’s Annual Conference 2023, where we take stock of the unprecedented times in the Conveyancing World . Post pandemic our industry is battered and bruised but still standing.
As we start to emerge from the pandemic, we have been deeply affected outside our control and with acute and continued recruitment issues we are facing an uncertain future of increased customer demands and stakeholder expectations.

eCOS – Safe harbour compliant ID verification
2023-02-06 11:00 - 12:00
Since its introduction in 2021, Safe Harbour compliance has become increasingly important for conveyancers and their clients. While a mandatory measure, meeting Safe Harbour requirements provides additional protection to firms should a client’s digital identity prove to be different to that claimed.
Join us on Monday, 6th February, as we explore the requirements for conveyancers to meet Safe Harbour standards, and demonstrate how eCOS from InfoTrack helps achieve this through:

Biometric ID verification using facial recognition to compare against digitally held passport / driving licence images
Document verification through scanning RFID -chipped documents.
Liveness checks matching document photographs with the person presenting the information.
Interrogation of multiple address databases to verify that the transferor, borrower, or lessor is the same person or entity as the owner.

Register Today!
