Friction-free post-completion
2023-05-31 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 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.

Reducing requisitions and expediting post-completion
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

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, 2023-06-28 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

Save time with enhanced Land Registry integration
2023-06-22 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 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

InfoTrack Commercial: Enhanced Data Mapping
2023-06-23 11:00 - 12:00
InfoTrack’s commercial solutions now include ForeSite, a mapping solution that grants you access to hundreds of essential data layers to identify and avoid any risks early.
Join us to learn how our new integrated tool can assist your commercial property transactions through:
• 100+ crucial data layers overlaid on street view, black and white, and colour maps.
• Early risk identification and extraction of all relevant hazards and digital data sets in just three clicks.
• A collaborative workspace to share with your developer clients.
• Digitised Title and Ownership information with illustrative maps using interactive visualisation for easy-to-view insight.
Register now!

Enhanced Verification of Funds
2023-06-26 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 will 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.
Register today!

Smart, Accurate and Compliant Property Reports Every Time
2023-06-27 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

UK Finance Lender Handbook and CQS Requirements
2023-06-29 11:00 - 12:00
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

InfoTrack Commercial: Premium Portfolio Management
2023-06-30 11:00 - 12:00
Processing complex sites are notoriously time-consuming and costly project for firms.
InfoTrack’s commercial offering provides the complete package, including a portfolio management service, helping you obtain the information needed to complete transactions so that you can focus on managing client relationships.
Join us as we explore 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

Groundsure Webinar | Understanding climate risks and how to advise your client in the property transaction
2023-07-05 11:00 - 12:00
With the recent publication of the Law Society Guidance on climate risks, it is important to translate the findings from climate analysis in our environmental searches to actionable advice.
At the end of this webinar, you will:

Understand the scale of climate risks in the future
Understand your climate duties
Know how you can discharge your duties and advise your client
Understand what tools are available to help you advise your client
Understand ClimateIndex, a comprehensive climate and environmental offering on the market

Register your FREE place today.

Make Post Completion even more efficient! Latest functionality and best practices
2023-07-05 11:00 - 12:00
Many will be familiar with InfoTrack’s core functionality post completion. But you may not be aware of the many new features and functionality that we’ve added to the platform in recent months, that enable even easier management of your AP1 and SDLT submissions.
Join us on Wednesday, 5 July as we walk through the latest developments and demonstrate best practice approaches to submitting, managing and monitoring your post completion tasks in InfoTrack.
We’ll cover:
– Using new view options to further reduce errors in submissions
– The new “cloning” functionality and how it reduces repetitive tasks on bulk orders
– Monitoring your submissions through the AP1 dashboard
and more…
Register now!

PII - how your digital processes can support renewals
2023-07-05 14:00 - 15:00
PII renewal is often a stressful time, particularly for firms who deal in conveyancing, which generates the highest volume of claims, leading to higher premiums. Getting all of the data together to submit a timely renewal application is key, and using the right technology in this area can not only save time, but potentially achieve savings as well.
InfoTrack’s Head of Product Development, Louise Edwardes, will be joined by Jenny Screech, Legal Professions Consultant at Howden Insurance Brokers, and together they will consider:
– What role does technology play when insurers review PII renewals?
– What particular technologies do PII insurers focus on at renewal and why?
– How important is a digital audit trail for law firms at renewal?
– How do insurers expect technology to evolve between PII providers and conveyancers?
– What technology firms should adopt to help with their PII renewals?
Register today to find out how technology can take the strain out of your PII renewal

PII - How better digital processes can support renewals
2023-07-05 14:00 - 15:00

Electronic Signatures for Deeds
2023-07-06 11:00 - 11:30
InfoTrack’s SignIT tool was designed to help swiftly and efficiently obtain signatures, speeding up transaction times by removing delays associated with printing, scanning, and posting documents.
Join us as we explore more about InfoTrack’s electronic signature service when it comes to its use in a land registry deed. We’ll cover the full process – on both the solicitor and signer’s side, and troubleshooting:
• The role of directors
• Signing order
• Expired eSignatures
• Producing a conveyance certificate compliant with Practice Guide 82

Simpler, More Secure AML Checks with eCOS
2023-07-10 11:00 - 12:00
Anti Money Laundering is an increasingly important – and challenging – part of the client onboarding process. With eCOS, it really couldn’t be simpler.
Join us as we demonstrate how eCOS’ One-Click AML solution pulls data from existing documents to give you complete confidence that your client is who they say they are (or flag when information suggests they may not be…)
Join us at 11:00 am to discover the advantages 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
Book your place!

Staying on top of the Building Safety Act with Property Report
2023-07-11 11:00 - 12:00
Staying on top of changes to the Building Safety Act can be a challenge. How can you quickly, confidently ensure you’re providing the right guidance to each of your clients?
In this webinar we’ll demonstrate how Property Report helps overcome this challenge by providing up-to-date content that can be included verbatim – or edited to your requirements – at the click of a mouse.
We’ll also explore how Property Report more broadly helps the efficient, accurate creation of Reports on Title that clients will really value.

tmtv: Top 3 tips: How to drive material
2023-07-11 12:00 - 13:30
Hear our panel of experts’ views on how we can best educate consumers, our peers and the Government in order to drive trust, understanding, confidence, and investment in the property industry for the benefit of all. Everything from training, CPD and consumer campaigns to speaking with one voice and which legislative reform should be prioritised to help shift the needle towards a ‘new world’ of transacting on properties.
The discussion will take place at 12 noon on Tuesday 11th July giving advice on ‘How to drive material change’.
Brought to the market by tmgroup, Conveyancing Data Services (CDS) and mio, host Matt Joy, Sales & Marketing Director of tmgroup will be joined by:

Beth Rudolf, Home Buyers & Sellers Group
David Opie, Today’s Conveyancer
Emma Cooke, Trading Standards
Marion Ellis, Love Surveying Ltd

More panelists to be announced.
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.

IQ Legal Training Webinar | Law Society Guidance on Climate Change and a Building Safety Act 2022 Update
2023-07-11 14:00 - 15:00
We are delighted to be joined by Ian Quayle, Chief Executive at IQ Legal Training on Tuesday 11th July at 2:00pm to present a FREE webinar exploring ‘Law Society Guidance on Climate Change and a Building Safety Act 2022 Update.’
The 1-hour session will cover:

The Law Society Guidance on climate change – scoping the retainer, reporting on title, and the provision of information, explanation and advice
The BSA 2022 acting for leaseholders and landlords tips, traps and an update

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 tips, tricks and 'hidden' functionality
2023-07-12 11:00 - 12:00
Join our Product Manager, Bella Fishwick as she shares her tips and tricks to submit and manage your AP1s and SDLTs even more easily through InfoTrack. We’ll also explore some of the tools that often get overlooked but can make a real difference to users of our tools.
Whether you’re a long-time user or a relative newbie, we’re sure you’ll pick up lots of helpful pointers from this session.
