Friction-free post-completion
2023-04-12 11:00 - 12:00 (Europe/London)
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, 2023-06-07 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

Navigating Japanese Knotweed concerns in conveyancing
2023-05-30 14:00 - 15:00
Japanese Knotweed is the UK’s most invasive plant, and due to the legal framework in place to protect homebuyers, it is an issue that conveyancers often need to confront. The risks the plant presents both to the property and the transaction itself are well documented, but what recent developments do conveyancers need to know about?
Anthony O’Hanlon, Head of Customer Development at CLSQ will be joining Adam Naraine, Product Manager at InfoTrack, to provide an informative session to help property lawyers understand their options in addressing the issue of Japanese Knotweed on behalf of their clients. Amongst the topics we’ll be covering will be:
– Japanese Knotweed – what is it and how to spot it
– Understanding Japanese Knotweed, including latest RICS guidance
– Law Society TA6 property information form – knotweed guidance for sellers, buyers and their legal representatives
– CLSQ Japanese Knotweed Indemnity Policy – what risks and loss events are covered
– Recent cases and how these impact on conveyancers
– Updates to our Japanese Knotweed policy to help conveyancers and lenders in practice.
Book your place today!

Friction-free post-completion
2023-05-31 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 31 May, 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

UK Finance Lender Handbook and CQS Requirements
2023-06-01 11:00 - 12:00
Compliance and risk mitigation have become increasingly important in recent years. Still, with changes to regulation and the mortgage market happening frequently, staying on top of your obligations can be hard.
Join us to see how CQS and lender requirements can be supported through InfoTrack:
· 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

eCOS - AML via eCOS
2023-06-05 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 on Monday, 5 June, 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

Top 3 tips: How to stop the blame game
2023-06-06 12:00 - 17:00
Listen to our property experts from across the industry share practical tangible tips on how we can stop talking about collaborating and actually do it. Everything from National conveyancing week and upfront information to building trust, understanding one another’s processes, and mandatory training.
The discussion will take place at 12 noon on Tuesday 6th June giving advice on ‘How to stop the blame game’.
Brought to the market by tmgroup, Conveyancing Data Services (CDS) and mio,
Host Matt Joy, Sales & Marketing Director of tmgroup will be joined by:

Alan Millstein, Residential Property Surveyors Association
Jo Hodges, Redbrick Solutions UK Ltd
Rob Hailstone, Bold Legal Group
Nick Battrick, DWF Law LLP
Alistair Trippett, Heywoods Estate Agents

Joe Pepper, CEO 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.” If you have any questions, please get in touch with Martin Beard, Senior Marketing Executive at tmgroup on martin.beard@tmgroup.co.uk.

Register here.

Commercial Real Estate: environmental factors and climate change
2023-06-07 14:00 - 15:00
Climate change is the number one risk facing commercial real estate portfolios, and is already significantly impacting on property and infrastructure assets, investment portfolios, and lending and insurance markets.
Ryan Cox, General Manager of Major Accounts will be joined by Andrew Crawshaw, Senior Account Manager from Groundsure, and together they will outline all the potential environmental risks that could affect asset values, and provide comprehensive and clear guidance for navigating the challenges that climate change brings, including:
– Understanding climate change
– Why climate change matters to commercial real estate firms
– ClimateIndexTM
– What the future looks like
Book now!

InfoTrack Commercial: Premium Portfolio Management
2023-06-09 11:00 - 12:00
InfoTrack’s commercial services provide the complete package, including a free portfolio management service, helping you obtain the information needed to complete transactions, while you focus on managing client relationships.
Join us as we detail how our powerful suite of commercial solutions can help your firm:
• Research and investigate assets owned by your clients
• Receive dedicated end-to-end project management
• Minimise risk with purpose-built dashboards
• Gain access to simplified commercial mapping and data layers
• Save time through bulk submission of OCE and OS Searches

Navigating Toxic Leasehold Contracts
2023-06-14 14:00 - 15:00
An estimated 100,000 properties affected by toxic leaseholds in England and Wales. This, coupled with lenders tightening their requirements and the introduction of the Building Safety Act 2022, means dealing with leasehold transactions is more challenging than ever before, leaving some firms wondering if they should stop working on leasehold transactions altogether.
Ian Quayle, Chief Executive of IQ Legal Training, will join InfoTrack to cover the practical tips and essential risks that conveyancers need to be aware of.
Residential conveyancers won’t want to miss this 1 hour webinar, where Ian will explore:
– tightening leasehold requirements by lenders
– anticipating problems and how to effectively deal with them
– acting for leasehold sellers
– updates to terms, policies and reports
– implications for CQS firms
Book now to learn more!

An introduction to LMS Secure Link
2023-06-15 11:00 - 12:00
On Thursday, 15 June, Adam Naraine, Product Manager at InfoTrack will be joined by Travis Scholes, Commercial Director at LMS, who will be providing you with an insight into LMS’s Secure Link technology, more specifically the Redemption Statement feature, which you can access via InfoTrack.
This session will include:
– An overview of the LMS and InfoTrack partnership.
– An introduction to the current feature accessible through InfoTrack
– The key benefits of utilising the Redemption Statement solution
– The Secure Link roadmap, including future iterations
– Q&A
Book now to secure your place!

Enhanced Verification of Funds
2023-06-19 11:00 - 12:00
Join us as we showcase our newly enhanced Verification of Funds (VOF) solution. Learn how Enhanced VOF enables you to complete a full financial picture of your client’s source of funds and source of wealth quickly and easily.
In this webinar, we’ll explore how you can:
– Minimise the risk of financial fraud with a complete picture of your client’s financial history.
– Access the most up to date data about your client’s finances to ensure they are legitimate.
– Fulfil your compliance obligations with improved processes, data sources, advanced reporting and audit trails.
KYC starts with eCOS
Register today!

Consistently brilliant Reports on Title
2023-06-20 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
· 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

Digital Post Completion with InfoTrack
2023-06-21 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
