The Conveyancing Association

IQ Legal Training Webinar | Professional Negligence and Conveyancing
2023-02-23 11:30 - 12:30 (Europe/London)
Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this FREE webinar session aimed at residential conveyancers of all levels, exploring:
• Protecting your firm by scoping and managing the retainer
• Acting for the seller – what can cause claims?
• Acting for the buyer – due diligence and reporting on title
• What is effective client communication?
• What can we learn from case law?
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.

How will climate change affect heat stress
2023-02-15 09:00 - 09:30
On 20th July 2022, the UK recorded its hottest day ever, topping at 40.3°C. As a country, we aren’t prepared for such temperatures and long periods of droughts which lead to heat stress and can cause wildfires to start. On 14th August 2022, the chair of the National Fire Chiefs Council said that the hot and dry conditions in 2022 had resulted in a 200% increase in the number of wildfires compared to the previous year. In June 2022, the Buildings Regulations were expanded to include ventilation improvements in newly built homes. This is designed to reduce overheating, particularly in those buildings which house the vulnerable. As such its clear heat stress is an important component of any climate change reporting, and this session will help you understand what those risks are, how you can find out how it will impact a property, and what advice to give clients.
The benefits to you:

Understand how climate change will affect heat stress
What the government has planned to reduce the risk from heat stress
Learn how you can identify if and to what extend temperatures may change in your client’s area
Understand what advise you may wish to provide clients

PI Renewal Support
2023-02-10 11:00 - 12:00
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 reduce your premiums.
Join us as we explore how InfoTrack can help through reporting’s extensive capabilities and integrations to make the renewal process more straightforward, helping your team answer insurers’ questions with ease and confidence. During this 30-minute session, we’ll touch on the following:

Our PI-support report highlighting relevant processes and safeguards used to help keep you compliant across onboarding, post completion etc
PII Data report providing an export of key risk factors (numbers of AML searches, the geographic split of customers etc.) for accurate renewal forms
Real-time visibility of risk factors enables proactive management of issues as they occur

Register Today!

Armalytix Source of Funds - How does it work?
2023-02-09 11:00 - 23:30
Sheryl Hodgson, Head of Customer Success at Armalytix will be discussing what makes Armalytix best in class as a Source of Funds partner, and how using open banking technology intelligently can drive efficiencies in your firm. Armalytix is all about reducing the amount of time it takes your client to get evidence back to you, and reducing the amount of time it takes to make a decision on the evidence.
Join our webinar on Thursday 9th February at 11am to find out how Armalytix in partnership with Redbrick Solutions can help your firm.

Commercial: Premium Portfolio Management
2023-02-09 11:00 - 12:00
Processing multiple or complex sites are notoriously time-consuming and costly project for firms. InfoTrack’s commercial offering provides a portfolio service that ensures you can spend your time managing client relationships while we obtain the information you need to complete your transactions.
Join us on Thursday, 9th February, as we demonstrate how our portfolio management team provide assistance:

Researching and investigating assets owned by your clients
Managing and processing bulk Land Registry orders and reporting
End-to-end project management

Register Today!

Post-Completion in 5 Minutes
2023-02-08 11:00 - 12:00
What could your team be doing with the time they currently spend on monotonous post-completion tasks? Having pioneered the digitisation of SDLTs and AP1s back in 2016, InfoTrack has continually developed our tools to the extent that users can now complete their AP1s in as little as 5 minutes, freeing them up to work on higher-value tasks.
Join us on Wednesday, 8th February, as we demonstrate how we deliver this through:

Automatic linking of returned SDLT5s to your AP1
Inbuilt data mapping that pre-populates up to 90% of your AP1 form for you
CMS integrations that reduce the need for rekeying data and minimises the risk of human error

Register Today!

How will climate change affect subsidence and coastal erosion
2023-02-08 09:00 - 09:30
Recent projections from the Met Office have concluded that in general UK winters are going to get warmer and wetter whilst UK summers are likely to become hotter and drier. In addition, other potential impacts of climate change include sea level rise, and storm event intensity. These factors may affect the rates of coastal erosion, soil moisture and subsequent subsidence. This session will help you understand what ground stability, is, how climate change may impact the level of risk, and how you can find more information about it for property due diligence.
The benefits to you:

Understand what ground instability is
Gain a greater understanding of how climate change may impact ground instability rates
Learn how you can identify if climate change will impact the property
How you can advise your clients on the risks

Industry Update: A review of 2022 and what to expect from 2023
2023-02-07 11:00 - 12:30
It’s that time of year when we look back at another busy year and give you an overview of all the updates, news and latest legislations that took place in the property and conveyancing industry. We will also look at the year ahead of us and what we can expect from 2023. Don’t miss this popular webinar and sign up today!

Property Report – Standardised Reporting
2023-02-07 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 on Tuesday 7th, February 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

Register Today!

Annual Conference 2023
2023-02-07
Join us for the Conveyancing Association’s Annual Conference 2023, where we take stock of the unprecedented times in the Conveyancing World . Post pandemic our industry is battered and bruised but still standing.
As we start to emerge from the pandemic, we have been deeply affected outside our control and with acute and continued recruitment issues we are facing an uncertain future of increased customer demands and stakeholder expectations.

eCOS – Safe harbour compliant ID verification
2023-02-06 11:00 - 12:00
Since its introduction in 2021, Safe Harbour compliance has become increasingly important for conveyancers and their clients. While a mandatory measure, meeting Safe Harbour requirements provides additional protection to firms should a client’s digital identity prove to be different to that claimed.
Join us on Monday, 6th February, as we explore the requirements for conveyancers to meet Safe Harbour standards, and demonstrate how eCOS from InfoTrack helps achieve this through:

Biometric ID verification using facial recognition to compare against digitally held passport / driving licence images
Document verification through scanning RFID -chipped documents.
Liveness checks matching document photographs with the person presenting the information.
Interrogation of multiple address databases to verify that the transferor, borrower, or lessor is the same person or entity as the owner.

Register Today!

Risk & Compliance - Land Registry Integration
2023-02-03 11:00 - 12:00
Land Registry services are an essential part of every conveyancing transaction to find information on a property. However, it’s not always a simple process to gather the information you need. A lot of time is spent on administrative tasks related to searching the HMLR portal to obtain the documents you need, saving files to your computer and then uploading to a matter. That opens up possibilities for error, delay and potentially, non-compliance.
Join us on Friday, 3rd February, as we explore how InfoTrack streamlines your commercial or residential processes thanks to a direct connection to HMLR, which provides:

Direct access to key searches and by-request services
Saves documents and data directly to your corresponding matter
Enables bulk extracts of key reports

Register Today!

Commercial – UK Company PN1 Data
2023-02-02 11:00 - 12:00
Pulling together PN1 data can add days, if not weeks to large commercial conveyancing projects.
Thankfully there are easier ways of doing things. Join us on Thursday, 2nd February, as we demonstrate how InfoTrack’s free UK Company PN1 data and extract report:

Gathers the information you need and helps you present it with easy-to-use visualisation tools
Provides instant access to UK Company PN1 data and extract reports.
Removes the need for manual collation of data
Enables easy presentation of data through our data visualisation tool.
Enables bulk official copies to be obtained and bulk priority searches to be submitted in minutes.

Register Today!

IQ Legal Training Webinar | Onboarding residential clients and meeting client expectations
2023-01-31 10:00 - 11:00
Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this 60-minute webinar session aimed at all conveyancers and all members of staff who onboard or assist in onboarding clients, exploring:
• Verifying client identity
• Risk assessing clients and transactions
• Information and explanation – what to provide clients when taking on work
• Setting realistic client expectations
• What do clients really require?
• What can we learn from case law?
Extensive notes will be provided and there will be an opportunity for delegate questions.
Register your place today!

eCOS – Digital Verification of Identity
2023-01-30 11:00 - 12:00
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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