The Conveyancing Association

Property Report: A user’s perspective
2023-10-24 11:00 - 11:45 (Europe/London)
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!

eCOS and Perfect Portal for SOS users - the complete onboarding solution!
2024-02-20 11:00 - 12:00
Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring you meet your KYC and AML requirements.
eCOS is one simple platform, for both you and your clients, that includes matter specific client questionnaires, digital ID and AML checks, and Source of Funds and Wealth information gathering.
Join Justin Sparey, Client Services Team Leader from SOS, Rob Lawson, Strategic Sales Manager from Perfect Portal and David Rawson, Head of Product, eCOS from InfoTrack, on Tuesday, 20 February, to explore the full range of digital onboarding features available through integration with InfoTrack, to allow your firm to exceed client expectations, whilst keeping all case details in one centralised place, including how eCOS:
• 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
To learn more about the most convenient way to onboard, book now!

IQ Legal Training Webinar | Avoiding Negligence Claims in Residential Conveyancing
2024-02-20 11:30 - 12:30
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 explore the following:

Scoping the retainer
Problems with due diligence searches, enquiries and client inspection
Avoiding claims by lenders
Providing appropriate reports on title
Complying with time limits
Problems with exchange and completion
Claims and land registration
Property fraud and negligence claims

Extensive notes will be provided and there will be an opportunity for delegate questions.

Contract of Sale: Send Contract Packs in Seconds!
2024-02-21 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 21 February 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!

10 Good Habits for Conveyancers Dealing with Risk – Fraud
2024-02-21 11:15 - 12:15
Property search and data specialists, tmgroup and IQ Legal Training, are teaming up to deliver a suite of free webinars on the crucial topic of risk management for residential conveyancers, highlighting the key good habits conveyancers should adopt when dealing with fraud, claims and anti-money laundering.
Each live webinar lasts one hour and will reveal the most effective approaches to managing risk during the residential transaction with greater clarity and confidence.
What’s included?

What sort of fraud can conveyancers encounter – seller fraud, buyer fraud, lender fraud and professional fraud – an overview
Fraud prevention – CQS, Law Society Guidance and other professional guidance
Fraud and negligence claims’ lessons from case law
Tips, traps and best practice

The webinar offers the perfect opportunity for residential conveyancers of all levels to stay informed and up-to-date, and will include extensive delegate notes and time for questions. Places are limited, so book now to avoid disappointment.

How to manage your environmental risk
2024-02-27 11:00 - 12:00
This session looks at what questions and tools you have available to help manage environmental risk in residential transactions.
Conveyancing has become increasingly more complex as the years have gone on, with more information, more technology, and more tools. How do we make these tools work for you? What factors might you want to take into consideration? What parts of an environmental search are worth highlighting to a client? What tools do you have once the report has been ordered and is in your possession?
This session will try to answer all those questions, show you what’s in your environmental reports based on your due diligence requirements, and how to make reporting to your client simple and straightforward.

The Building Safety Act 2022 and other Post-Grenfell Legislation
2024-02-28 14:00 - 15:00
Navigating the complexities of the Building Safety Act, which has changed the nature of conveyancing for flats, can be challenging.
Richard Snape, Head of Legal Training, Davitt Jones Bould, will join us to look at some of the key issues and other recent statutory changes. Topics covered include:
• Building Safety Act 2022 and changes to building regulations;
• Leaseholder protections: problems with qualifying leaseholders, landlord’s certificates and leaseholder deeds of certificate;
• Changes to lease extensions as of December 26th 2023;
• Higher-risk buildings and registration by October 1st 2023;
• Higher-risk buildings requirements as of April 2024;
• The Fire Safety Act 2021;
• Changes to the Fire Safety Order 2005 as of October 1st 2023.
Register now to book your place!

Anti-money laundering: Getting it right and making a difference
2024-03-13 11:00 - 11:30
In 2023, anti-money laundering compliance experienced significant developments and legislative changes, encompassing updates in LSAG guidance and discrepancy reporting, and the handling of ‘underground banking’ risks. The heightened risks are underscored by the SRA’s annual AML report, revealing that 51% of AML risk assessments were either partial or non-compliant.
As fraud and money laundering continue to grow in the UK, it’s more important than ever for legal professionals to stay well-informed, maintain compliance, and foster professional collaboration.
Property search and data specialists, tmgroup, and anti-money laundering experts, Thirdfort, are teaming up to present a special training webinar to help law firms understand how to get their anti-money laundering practices right.
The free, live webinar lasts 30 minutes and will give legal practitioners best practice guidance on AML and fighting financial fraud.
Hosted by tmgroup and presented by Harriet Holmes, AML Services Manager at Thirdfort, the session will provide tips and guidance on conducting client due diligence, identifying red flags and implementing effective anti-money laundering procedures.
For details of tmgroup’s full range of risk management training webinars, or to learn more about their residential conveyancing risk management solutions, click here.
