Streamline client onboarding with eCOS
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…
Events List
12 events found.
Evolving our content library – what’s new with Property Report content?
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…
Friction-free post-completion
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’…
PII Renewal Support
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…
eCOS – AML via eCOS
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…
Property Report – Covenants, easements and rent charges
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…
PII Renewal Support
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…
eCOS – Digital Verification of Identity
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…
CQS Compliance and Property Report
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…
Invite to Speeding up the buying and selling process – the Upfront Information Roadshow Premiere
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…
IQ Legal Training Webinar | Compliance and Source of Funds in Residential Conveyancing
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,…
The Importance of Compliance with The Insurance Distribution Directive
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…