CQS Compliance and Property Report
2023-03-21 11:00 - 12:00 (Europe/London)
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

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

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.

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.

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

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

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

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!

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.

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

Data driven Property Reports
2023-04-04 11:00 - 11:30
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

Digital Post-Completion with InfoTrack
2023-04-05 11:00 - 12:00
Post-completion has undergone a significant ‘digital shift’ in recent years, most recently with the switch to AP1 submissions. InfoTrack has been a key partner in many firms’ journey through digitisation with a platform that has significantly streamlined the post-completion processes.
Join us as we demonstrate how we help firms submit, manage and monitor post-completion tasks through:
· Integration with HMRC and HMLR
· Automatic pre-population of data for SDLTs (70% complete) and AP1s (90% complete), reducing errors and requisitions
· Up-to-date SRA information on the other side’s solicitors
· Easy-to-select Local Authority codes
· Automatic attachment of SDLT5s from the matter – removing duplication of effort

Enhanced compliance with SignIT for Deeds
2023-04-06 11:00 - 12:00
InfoTrack’s SignIT tool was designed to help firms obtain signatures and remove the risk associated with printing, scanning, and posting documents.
Join us on Thursday, 6 April, as we walk you through how to get the best out of the first HMLR-compliant solution for submitting electronically signed deeds, ensuring you are compliant with all Land Registry requirements, including:
• 6-digit OTP sent via SMS
• Providing conveyancer certification
• Witness statement and signature
• Time and date of the signatures
• The IP address of the devices used to sign electronically

Evolving our content library - what's new with Property Report content
2023-04-11 11:00 - 11:30
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, 11 April, 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.

Friction-free post-completion
2023-04-12 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.
There are many more factors to consider to enjoy friction-free post-completion.
Join us on Wednesday, 12 April, 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

Market leading search indemnities from Aviva and CLS
2023-04-13 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 Thursday, 13 April, as we detail how our range of search indemnity and insurance products from Aviva and CLS provides you and your clients with the peace of mind required to buy confidently. In this session, we’ll be covering the following:
– The benefits of ordering indemnities through InfoTrack for your firm
– How InfoTrack comprehensively accounts for any risk that may arise in a transaction
– Bespoke indemnity policies
– Plans for the future

2 weeks to 2 days with digital client onboarding
2023-04-17 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 11:00 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

Property Report – Covenants, easements and rent charges
2023-04-18 11:00 - 11:30
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

Reducing requisitions and expediting post-completion
2023-04-19 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.
We’ll explore how to reduce requisitions and areas where you can expedite the post-completion process through the InfoTrack platform. Join us to learn how you can:
· Reduce error through pre-population of data
· Manage requisitions through an intuitive chat portal
· Benefit from built-in validations from HMLR and our own experience of handling close to 1 million digital AP1s
· Reduce duplication of effort by sending multiple forms in a single submission

UK Finance Lender Handbook and CQS Requirements
2023-04-20 11:00 - 11:45
Compliance and risk mitigation have become increasingly important in recent years. Still, with frequent changes to regulation and the mortgage market, staying on top of your obligations can be challenging.
Join us to find out how CQS and lender requirements can be supported in InfoTrack through the ability to:
· 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

Conveyancing Map Webinar | Practical ways data can improve your business performance
2023-04-20 11:30 - 12:00
Conveyancing Map provides authenticated data on residential property transactions and associates both the purchasing conveyancer and the selling agent with each transaction to create powerful insights.
Learn more about the benefits of using Conveyancing Map in our 30-minute live webinar on Thursday 20th April at 11:30am.
The session will explore:
• Filling the “data vacuum” that plagues the industry’s decision-making
o Explore or monitor every geography of interest
o Profile and track in detail the competition
o Understand your own KPIs for market share, case volumes, operational efficiency
• Shaping powerful, objective factual marketing messages
• Profiling the estate agency market • Bringing client retention schemes to life to generate new instructions
Register your FREE place today!

AML via eCOS
2023-04-24 11:00 - 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 as we demonstrate how eCOS One-click AML:
• Allows you to extract the client’s information directly from their identity document
• ID and PEP / Sanctions checks 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

CQS Compliance and Property Report
2023-04-25 11:00 - 11:30
How do you stay up to date on constantly changing guidance on where and when to provide advice to clients and 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 with regard to:
· Adherence to the SRA Principles
· Law Society best practice and the Conveyancing Protocol
· Navigating areas of high-risk litigation

IQ Legal Training Webinar | The Building Safety Act 2022 - Acting for buyers and service charge problems
2023-04-25 11:00 - 12:00
Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this FREE webinar session aimed at residential conveyancers of all levels.
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.

CQS Compliance and Post-Completion
2023-04-26 11:00 - 11:30
Managing post-completion through InfoTrack not only speeds up the application process for AP1s, it also adds compliance safeguards by automating key processes and minimising the risk of human error.
Join us as we explore how InfoTrack helps mitigate risk and improve CQS compliance through:
· Automatic population of data into AP1s
· Auto attachment of SDLTs
· Visibility of the status of every AP1 your firm has submitted
· Integration with LMS and all major Case Management Systems

CLS Webinar | The Impact of Japanese Knotweed on Conveyancing Transactions
2023-04-27 11:00 - 12:00
Join our live webinar aimed to help property lawyers understand their options in addressing the issue of Japanese Knotweed on behalf of their clients.
The session will explore:

Law Society TA6 property information form guidance
Understanding Japanese Knotweed, a surveyors perspective
What to do if the seller answers ‘Not Known’
CLS Japanese Knotweed Indemnity Policy what is covered

Register for your FREE place today.

Top 3 tips: How to win in a volatile market
2023-05-04 12:00 - 13:00
Join our industry experts as they provide their top practical tips on how to set yourself apart and win new business in this changeable market. Looking at everything from Marketing initiatives and data-led insight to network leveraging and fee structures

AGM, Legal Member and All Member Meeting
2023-05-15 12:00 - 19:00 | Howden Group Holdings, Howden Group Offices ,1 Creechurch Place, London, EC2A 5AF, United Kingdom
The Legal member meeting and AGM will be held at Howden Group Holdings, 1 Creechurch Place, London, EC3A 5AF 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:
Lender Engagement Panel
Future Vison of Digital Conveyancing, Material Information, and a Consumer Centric Home Moving Process Member Workshop
Campaign Update
The All-Member meeting will start at 15:00 pm
We look forward to welcoming you!

Legal Members Meeting on the 15th May 2023

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CLS Webinar | Search Insurance: The 3 Cs Cover, Claims & Common Misconceptions
2023-05-23 11:00 - 12:00
Join our live webinar to delve into CLS’ Search Insurance offering with a focus on what they cover, examples of claims and addressing some common misconceptions.
The session will explore:

Why consider Search Insurance?
Which searches are covered?
Claims examples

Register for your FREE place today.

Consistently brilliant Reports on Title
2023-05-30 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 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
