The Conveyancing Association

eCOS – Digital Verification of Identity
2023-01-30 11:00 - 12:00 (Europe/London)
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 30th, January 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)

Register Today!

Risk and Compliance: Market leading search indemnities from Aviva and CLS
2023-01-27 11:00 - 12:00
It’s important to protect your client when they purchase a property, which is why at InfoTrack, we offer a range of search indemnity and insurance products.
Join us on Friday, 27th January, as we detail how our range of search indemnity and insurance products from Aviva and CLS provide you and your clients with the peace of mind required to buy with confidence, including indemnities around:

Absence of Easement
Freehold rent charge insurance
Mineral Rights
Bespoke policies

Register Today!

Commercial - Enhanced Data Mapping
2023-01-26 11:00 - 12:00
It is essential to easily locate and define a search boundary when ordering searches. But in a commercial context, in particular, searches often need to go beyond boundaries, with clients needing a full picture of exposure to a number of other factors.
Join us as we demonstrate how InfoTrack’s platform not only provides swift search, location, and mapping of property boundaries, thanks to our unique Land Registry integration, but also provides access to 34 datasets enabling a complete picture to be built of key factors affecting a site’s value and development suitability, including:

Land Registry
Local Authority Planning
Environmental
Transport and Highways
Mining
Heritage
Google Street View”

register today!

Reducing requisitions and expediting post-completion
2023-01-25 11:00 - 12:00
Requisitions are a source of frustration for all conveyancers. Without a doubt, you’ll receive them on a weekly basis and manage the communication back and forth with HMLR; even in the ‘new’ world of digital AP1s, this can be a time-consuming process.
On Wednesday, 25th January, we’ll be exploring how to reduce requisitions and other areas where you can expedite the post-completion process through the InfoTrack platform. We’ll explore:

Reducing error through pre-population of data
Managing requisitions through an intuitive chat porta
The power of built-in validations from HMLR and our own experience of handling close to 1 million digital AP1s
Reducing duplication of effort by sending multiple forms in a single submission

Register today!

Unrivalled client onboarding - gain confidence in compliance through eCOS from InfoTrack
2023-01-24 14:00 - 15:00
Money laundering risks remain a constant concern for law firms, with ID fraud being of particular concern for conveyancers. As more firms onboard their clients digitally, the importance of understanding the associated due diligence obligations increase. Join us as we take a deep dive into digital client onboarding, and explore how onboarding your clients through InfoTrack’s eCOS solution can benefit both fee-earners and clients through:

Remote ID verification including biometric/RFID document checks;
Enhanced, safe harbour-compliant and 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.

We will be joined by Amy Bell, Director and Founder of Teal Compliance, who wrote the Law Society’s Anti-Bribery Toolkit and their Anti-Money Laundering training courses. Amy will discuss the key take-aways from the 5th AML Directive and provide guidance and how to apply it, as well as an understanding of what Safe Harbour is and how digital onboarding supports a compliant digital ID journey.
Book your place today!

Property Report – Covenants, easements and rent charges
2023-01-24 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 via LEAP
2023-01-23 11:00 - 12:00
If you’re a LEAP user, you’re likely to have already experienced some of the benefits of integration with InfoTrack when conducting searches or during the post-completion stages of a transaction.
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 / 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

Register now to learn more.

LMS and Land Registry Integration
2023-01-20 11:00 - 12:30
On a purchase it’s vital to ensure that the mortgage offer is received on time to prevent delay and that the lender’s requirements are met from instruction to post-completion, including verification of the other side’s solicitor and registration of the lender’s charge.
Join us on Friday, 20th January, to find out how you can streamline this process through integration with LMS:
· View mortgage offers and save the documents straight to your matter
· Quickly verify other law firms and their bank details via Confirmly
· Automate submission of Land Registry documents to LMS
Don’t miss out on this webinar, register today!
https://us02web.zoom.us/webinar/register/1116728338269/WN_fLDd_YO8T6Sk2DMmLD5pAg

Commercial: Minimising Risk and Improving Efficiencies
2023-01-19 11:00 - 12:30
Maintaining regulatory compliance and minimising risk are two ongoing causes for concern for commercial conveyancers. Missteps at any point in a transaction have the potential to prove costly to both the firm and the client.
Join us on Thursday, 19th January and explore how InfoTrack’s purpose-built commercial conveyancing solutions help firms address these issues and enable you to manage multiple, large-scale transactions, with confidence, through:
· Integration with Local Authorities, authorities and document management systems
· Establishing a ‘single source of truth’ across all conveyancing forms and processes, with full audit trails
· Intuitive dashboards and standardised documents and processes
Register today!
https://us02web.zoom.us/webinar/register/8616728337292/WN_bqEUWTxyQrCfHfSt68O7DA

Friction-Free Post-Completion
2023-01-18 11:00 - 12:30
Post-completion is probably 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 in itself guarantee improvements for staff or clients: there are many more factors to consider to really enjoy friction-free post-completion.
Join us on Wednesday, 18th January, 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
Register now to learn more!
https://us02web.zoom.us/webinar/register/2316728335960/WN_5TVPIwfMTgqPDcvYxhK6tw

Property Report - Evolving the content library
2023-01-17 11:00 - 12:30
Standardising your conveyancing processes and documents is a critical step in improving productivity, and improving the speed in which client matters are handled. But in a world where teams are increasingly dispersed, maintaining consistency can be a challenge.
Join us on Tuesday 17th January 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, by leveraging a compete content library
Register today!
https://us02web.zoom.us/webinar/register/9016728334816/WN_k6o9DK1NRSGqXR1J4rD3Eg

eCOS - AML via eCOS
2023-01-16 11:00 - 12:30
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, 16th January, 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 now to learn more.
https://us02web.zoom.us/webinar/register/6916728334292/WN_KQIfmd1dSXml_Hka78FDUg

Dye & Durham Webinar
2022-12-07 10:00 - 11:00
Join leading Environmental Barrister Stephen Tromans KC of 39 Essex Chambers, Solicitor and Legal Trainer Ian Quayle of IQ Legal Training, and Environmental Consultant and Commercial Director, Tim Champney of Dye & Durham next Wednesday 7th December at 10am as we explore climate change risks. This is set to be a very interesting session. Read more and register here: https://register.gotowebinar.com/register/6168908270978920718

Review of the Year for Residential Conveyancers
2022-11-30 11:00 - 12:30
Changes to CQS guidance came into effect in May 2022. With the year coming to a close, conveyancers must remain vigilant of the changes to meet key requirements of the 2022 Core Practice Management Standard (CPMS) this year and beyond.
Ian Quayle, Chief Executive of IQ Legal Training, will join InfoTrack to review the key issues residential conveyancers need to be aware of, exploring the cases decided in 2022 and changes in practice and procedure.
The webinar will examine:
• The significance of the changes to CQS guidance in May 2022
• Limiting the scope of the retainer – lessons learned from case law
• Effective communication with clients – explaining the bigger picture in leasehold transactions and explaining key features of the conveyancing process to all clients
• Residential Leasehold Conveyancing – the implications of changes to the law on ground rents, service charges and decisions of the First Tier Tribunal that impact residential conveyancers
• Changes to Land Registry Practice
• The recent developments in negligence claims and client complaints in residential transactions.
Ensure you understand the changes by booking your place today.
https://us02web.zoom.us/webinar/register/9016659979674/WN_REBRfpmdQKqK0dLTidh_eA

Back to basics - Commercial Compliance
2022-11-29 11:00 - 12:00
Join Strategic Account Manager Iryna Minimurzina and go back to basics with Commercial Compliance. In this session, Iryna will cover the following:
– Key areas of a commercial report, touching in the various guidance and practice notes relevant for the given sections.
– Key differences between Groundsure Commercial report offerings and when you might choose to use each one.
– Key next steps and recommendations from those reports.
– ClimateIndex information included in Groundsure Commercial reports.
Register to attend https://attendee.gotowebinar.com/register/1434412297817348109

Member Event
2022-11-16 12:00 - 23:00 | Queen Mary Undercroft,, Queen Mary Undercroft, Old Royal Naval College, London, SE10 9NN
The Legal member meeting will be held at the Queen Mary Undercroft, Old Royal Naval College, London SE10 9NN 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:
DLUCH Update on Building Safety Regulations – Membership Workshop
DLUCH will provide attendees with an insight into the latest building safety regulations and how these changes will impact the conveyancing industry
Member Workshop
The All-Member meeting will start at 15:00 pm
Keynote Speaker: Chris Moon MBE
‘Challenging our Concept of Limitation and Resilience’
Chris Moon is the luckiest person to be alive that you’re likely to meet and when it comes to challenging the concept of limitation, he literally walks the talk. He’s a former army officer who left to work for a charity clearing landmines and is one of the few westerners to survive as a prisoner of the Khmer Rouge, negotiating his release and that of his two Cambodian colleagues. He was blown up in 1995 walking in a safe area losing his right arm and leg. He survived against all odds, taught himself to run again and became the world’s first amputee ultra-distance runner. Chris will share his experiences on the balance of life and death and the limits of human endurance in a humorous and uplifting way, to illustrate the principles that we can use in our daily lives to become happier, healthier and more effective, and in turn make the best of our lives.
We look forward to welcoming you!
Cutty Sark Dinner
Join your fellow attendees onboard the Cutty Sark for a drink’s reception on the top deck, 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 look forward to welcoming you!
Event Sponsor
Howden is delighted to be sponsoring this event at such a historic venue. We look forward to seeing you

Book your place.

Member meeting | 16th September 2022

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Commercial Real Estate and Climate Change: What law firms need to know
2022-11-15 11:00 - 12:00
In this brand new webinar, hear from our guest speaker, Environmental Lawyer Stephen Sykes, who will take a look at climate change and the impact it is having and will have on the Commercial property space.
During this session, Stephen will cover:
– Climate change – what impact is it having / going to have on UK land and buildings?
– Compliance – your legal duties to warn clients about climate impacts and disclose information to clients – leading KC opinion & GC article; Law Society guidance
– ‘Market Regulation’ – pressure on property lawyers and conveyancers from lenders and PI insurers & the relevance of ESG
– How to discharge your climate duties – introducing ClimateIndexTM – property specific climate analysis, integrated into standard environmental searches at no extra cost for clients
– Q&A: a great opportunity for you to ask questions you may have.
To attend sign up here:
https://attendee.gotowebinar.com/register/7442229593892350222

Which report for which scenario? Commercial
2022-11-08 11:00 - 12:00
In this Groundsure webinar, Strategic Account Manager Nick Treble, will take a closer look at our range of Commercial reports. In this session Nick will take you through what data is included in each report, what risks are covered, what are the benefits of having our environmental consultants’ recommendations. Nick will also highlight which report applies best to which situation. Everything you need to know about our Commercial reports is included in this webinar. Don’t miss out and sign up now!
https://attendee.gotowebinar.com/register/712526842297606925

How is supplier collaboration driving efficiency within the sector?
2022-11-07 11:00 - 12:30
Successful integrations should ensure that firms can collaborate and increase efficiency with minimal risk.
Join us to discover more about the LMS mortgage offer and charge registration integration. In this 45-minute webinar, Travis Scholes, Commercial Director at LMS, will explore:
– How law firms and lenders can benefit from registration integration to drive efficiency in the industry
– The importance of collaboration and the benefits
– How law firms can play their part in encouraging collaboration
Joining Travis will be Annabella Barker, Product Manager at InfoTrack, who will demonstrate the key features of the integration between InfoTrack and LMS and how to access it.
Book your place today!
https://us02web.zoom.us/webinar/register/7516657530823/WN_6UNUYdC0Qn2Iv03EDAA3gQ

IQ Legal Training Webinar | Effective Reporting on Title for Residential Conveyancers
2022-10-12 11:15 - 12:15
Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this 60-minute webinar session aimed at residential conveyancers of all levels, exploring:
o The need to ascertain client objective
o The format of the Report on Title
o Limitations and Exclusions
o Providing information, explanation and advice
o Explaining the bigger picture – defects and problems with title defective title insurance, the differences between leasehold and freehold
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, Conveyancing Data Services and Groundsure.
Click here to register

Redbrick Solutions and Perfect Portal Webinar | Digital Onboarding
2022-09-29 10:00 - 17:00
Managing workloads and time constraints has increased dramatically in the conveyancing legal sector and for many the stress of managing clients’ timescale expectations, along with providing exceptional customer service can impact efficiency and productivity.
Maximising productivity and exceeding client expectations is key for many firms and sourcing an adaptable and cost-effective case management solution, like Redbrick Solutions, to support the quality of their conveyancing services can make a valuable difference. Additionally, fully integrated into Redbrick, Perfect Portal offers a digital client onboarding solution providing law firms with the tools to enhance their client experience with a fully branded mobile app. The app includes integrated features such as VOI, VOF, payment on account, e-signatures, matter updates, and the completion of TA forms.
Unlock the power of digital and become a client-centered law firm with Redbrick Solutions and Perfect Portal. To learn more then join our live webinar on Thursday 29th September at 10:00am.
Click here to register

InfoTrack - The Digital Conveyancing Summit
2022-09-28 08:30 - 17:00
The inaugural Digital Conveyancing Summit will tackle the most interesting topics and biggest issues faced by conveyancers in their quest to modernise their practices and improve the service they provide to their clients. The seismic shift in the adoption of technology over the last five years, and the pace at which change is continuing to move, places this event in the ‘must-see category’ for anyone in the industry.
We’ll explore the effects of digital conveyancing on regulation, risk and compliance, the people you employ and the ones you want to hire, your business performance, and your clients. Joining us at this event will be representatives from across the industry including government agencies, regulators, industry associations, major lenders, insurers, technology specialists, and of course, leading law firms.
Places will be limited so reserve your place now.

Redbrick Solutions and Conveyancing Data Services | Efficient, Productive Conveyancing Webinar
2022-09-27 11:00 - 11:30
Workloads for conveyancing firms have seen a dramatic increase and many firms are turning away work as they struggle to clear the backlog and handle the spike in new matters. As client expectation has increased to meet the now standard two-to-three-month timescale, the speed of work is essential along with providing excellent client care.
Maximising both efficiency and productivity are key for law firms and sourcing an adaptable, user-friendly, and cost-effective case management solution to support the quality of their conveyancing services can make a valuable difference. Redbrick’s comprehensive functionality provides countless benefits, including seamless integrations with our partners such as property search provider, Conveyancing Data Services, who offer reliable, fast and accurate conveyancing searches.
Discover how working with Redbrick Solutions can benefit you and your firm in our 30-minute live webinar demonstrating the high level of service you can offer to your clients.
To join our 30-minute session on Tuesday 27th September at 11am, then please register below.
Click here to register

Demonstrating compliance with the CQS Core Practice Management Standard 2022
2022-09-26 09:00 - 11:00
The Law Society recently announced the launch of the new CQS Core Practice Management Standard which became compulsory for CQS accredited practices to follow from 1st May 2022.
In addition, the highly anticipated date for the formal commencement of onsite CQS Assessments was also announced as being in effect from 1st May 2022 with firms being advised to be ‘assessment ready’ from this date.
This live session presented by CQS Lead Assessor Tracy Thompson will look in detail at the key requirements of the 2022 Core Practice Management Standard (CPMS) and what firms will need to have in place to demonstrate compliance with the 40 individual requirements.
This 3 hour in-depth webinar is aimed at Conveyancing Partners, SRO’s, Heads of Conveyancing, Practice Managers, Compliance Managers and will also be useful to Conveyancing fee earners who wish to learn more about the Core Practice Management Standard. This course is limited to 150 attendees.
Book your place today!
https://us02web.zoom.us/webinar/register/6316601250282/WN_TAUkmvDyQiiFiz5vwlBMbA

IQ Legal Training Webinar | Due Diligence in Residential Conveyancing
2022-09-22 11:00 - 12:00
Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this 60-minute webinar session aimed at residential conveyancers of all levels, exploring:
o Dealing with TA forms and raising additional enquiries – advising the buyer
o Searches – essential searches, necessary searches, explaining to buyer clients choices, identifying and quantifying risk
o Client inspection – actual notice, constructive notice, imputed notice and the risk associated with overriding interests
o Advising on surveys and valuations
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, Conveyancing Data Services and Groundsure.
Click here to register

SDLT updates and insights with Sean Randall
2022-09-20 11:00 - 12:30
InfoTrack is delighted to welcome back Sean Randall, Partner at Blick Rothenberg and self-described “stamp duty guru” to provide insight into the latest SDLT updates. Focussing on the most important changes to stamp duty that law firms need to know about, he will help ensure you’re up to date with the most relevant SDLT changes for the remainder of 2022 and beyond.
In this 45-minute webinar, Sean will cover key topics including:
– A summary of the latest relevant case law for conveyancers – both recent and forthcoming;
– The new SDLT/ATED relief for Homes for Ukraine scheme; and
– What to expect in the Budget, including changes on multiple dwellings relief and mixed-use transactions.
Book your place now for this not-to-be-missed webinar!
https://us02web.zoom.us/webinar/register/8216588273562/WN_0igv7KPCQyCplT4xNJOrjg

InfoTrack's upcoming webinar - Bankruptcy, Liquidation & The Insolvency Act – property transaction risk and solutions
2022-09-13 11:00 - 12:30
This 45-minute webinar with Steve Johnson, Business Development Director, at CLS Property Insights will provide conveyancers with a valuable overview of the protection for transactions being set aside under the Insolvency Act 1986.
To give conveyancers an understanding of the risks involved when dealing with the Insolvency Act 1986, Steve will cover:
– What conveyancing risk is associated with the Insolvency Act 1986
– The key terminology, e.g. Bankruptcy and Insolvency, Liquidation v Administration
– Types of Transactions, including Deeds of Gift and Transactions at an Undervalue
– What is caught by the Act?
– ‘Bank of Mum and Dad’
– Potential Insurance Claims Scenarios
– CLS Insolvency Act Policies review
Book your place today!
https://us02web.zoom.us/webinar/register/2916605678238/WN_awUeYP3NR2WQdhGzhV4FyA

Leasehold reform in England and Wales - implementing the legislation, its impact, and options for further reform
2022-09-09 09:00 - 13:00
Westminster Legal Policy Forum seminar
This conference focuses on leasehold reform in England and Wales.
Following the passage of the Leasehold Reform (Ground Rent) Act 2022, the conference will bring together stakeholders and policymakers to examine issues going forward, including dispute resolution, the implementation of ground rent reforms and the impacts on markets, landlords and developers.
Areas of focus include:
next stages of the Government’s legislative programme – evaluating proposed reforms: enfranchisement valuation – premiums and processes – the marriage value – ground rent cap for existing leases
improving the buyer and seller process for commonhold – options for simplifying conversion and association processes – increasing engagement – priorities for building lender, developer and investor confidence
stakeholder and market impact – the potential impact of new and proposed reforms, with growing concerns about affordability in the housing market and house-building falling behind national need
We are pleased to be able to include keynote contributions from Judge Siobhan McGrath, President, First Tier Tribunal (Property Chamber), Courts and Tribunals Judiciary; and Professor Susan Bright, Professor of Land Law, University of Oxford. The chairs are Lord Berkeley, Officer, All-Party Parliamentary Group for Infrastructure; and Sir Peter Bottomley MP, Chair, All-Party Parliamentary Group on Leasehold and Commonhold Reform.
The conference will be an opportunity for stakeholders to consider the issues alongside key policy officials who are due to attend from the Home Office and the Welsh Government – as well as parliamentary pass-holders from the House of Lords.
Book your place here

Professional Indemnity Insurance - how your firm can take control and influence the opportunities
2022-09-06 11:00 - 12:30
Professional Indemnity Insurance (PII) continues to be one of the top three costs for most firms, and one you cannot operate without. Lisa Summerton, Head of Strategic Partnerships at InfoTrack, is delighted to be joined by Caspar Rogers, Account Executive, and Ryan Senior, Senior Vice President, from Paragon International Insurance Brokers, who will talk about how your firm can take control and influence the opportunities to find the cover you need, as well as what you can do to make your risk profile more attractive to an insurer.
This 45-minute interactive webinar with Paragon will cover:
– How you should approach your renewal – what to review and when?
– How to make the best impression for your insurer
– Topical claims and how to avoid them.
Sign up today to learn how you can take control of your PII.
Please use this URL for the booking link: https://us02web.zoom.us/webinar/register/9616611638533/WN_NEqxl2-xSKqATF_Me-Mx2Q

Dye & Durham | New build plot compliance and efficiencies
2022-07-19 11:00 - 12:30
Join Neil Wood, Senior Key Relationship Manager, Dye & Durham Insight & Data as he explores:
– The standard way new builds are treated with environmental search data
– The appropriate way to review new build plots
– Plot sales for new build development, self-build and homeowner purchase all need greater individual scrutiny
– Case study – Bradford development next to Landfill branded “worthless”
– How FCI treat plot sales searches
– Benefits to clients: developers and homebuyers
Click here to register
