UK Finance Lender Handbook and CQS Requirements
2023-06-29 11:00 - 12:00 (Europe/London)
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.

Electronic Signatures for Deeds
2023-07-13 11:00 - 12:00
InfoTrack 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

inCase Webinar: Utilising Tech when Renewing Professional Indemnity Insurance: Strategies for Law Firms
2023-07-13 15:00 - 15:45
As the renewal season for Professional Indemnity Insurance approaches, it’s crucial for law firms to optimise their coverage and save money.
Join our experts as they share valuable insights and strategies to help you navigate the renewal process, whether you’re a solo practitioner or part of a larger firm.
This webinar will provide actionable tips to help you secure the best deal possible utilising technology and making the most of your coverage.
Don’t miss out on this valuable opportunity – register now to secure your spot!

Digital Signatures for Commercial Transactions
2023-07-14 11:00 - 12:00
Waiting for wet signatures can seriously hamper your ability to move with speed on commercial property projects.
With SignIT, InfoTrack have enabled Commercial teams to easily, confidently request electronic signatures and expedite signing processes.
Join us to explore how InfoTrack enables:
– Multiple documents together within a single envelope
– Signers to nominate witnesses
– Workflows that collects signatures from signers and their nominated witnesses in order
– Push reminders to automatically chase unsigned documents
– Add notes and directions to signers, directing them which documents to sign, where.

eCOS - Your complete onboarding solution
2023-07-17 11:00 - 12:00
Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring that you meet your KYC and AML requirements.
Join us on Monday, 17th July, as we demonstrate how eCOS brings all your key onboarding tasks together in one platform that’s simple to use for you and your customers, including:
• Client care letters & terms of business
• Onboarding questionnaires tailored to your matter
• Law Society TA forms
• Verification of Identity (HM Land Registry Safe Harbour)
• AML checks
• Verification of Funds: Source of Funds & Wealth
• Electronic signatures

Thirdfort webinar | AML tools - together, we can make the difference
2023-07-18 11:00 - 11:30
Did you know that economic crime costs the UK up to £350 billion per year? While staggering, financial losses and economic collapse aren’t the only cause for concern. Economic crime can have a profound emotional and psychological impact on everyone involved, including the victims’ friends, family, and colleagues. Financial crime will never cease completely, but as a community, we can work together to fight money laundering.
With a massive range of products available, it’s crucial to know what to look for and which features will genuinely enhance your AML toolkit. Join Harriet, an expert in Anti Money Laundering, on Tuesday 18th July at 11:00am as she discusses this in more detail.
Register your FREE webinar place today.

Accessing Climate Change Content through Property Report
2023-07-18 11:00 - 12:00
Climate change and its impacts on property, from both a structural and financial perspective, is becoming a major concern for house buyers.
Join us as we explore how Property Report aids conveyancers in providing their clients with the correct climate-related guidance for their property, thanks to the inclusion of always up-to-date Climate Index information, and a long list of other environmental considerations, including Flooding, Air pollution and EPCs.18

Beyond AP1 Submission - Managing and Monitoring your AP1s with InfoTrack
2023-07-19 11:00 - 12:00
Last year, much was made of the shift to digital AP1s (something we’d been advocating since 2016). But simply digitising one part of the process is unlikely to dramatically improve the speed and efficiency of your conveyancing practice.
Join us on Wednesday, 19 July as we explore how digital post completion goes much further than the submission of your AP1s and SDLTs.

"Friday afternoon fraud": Protect your clients and your firm with Confirmly
2023-07-20 11:00 - 12:00
In this webinar we explore how Confirmly can help protect both your clients and your firm from ‘Friday afternoon fraud’.
Confirmly is LMS’ secure identity-checking solution and is fully integrated into the InfoTrack platform, allowing you to carry out due diligence and mitigate risk easily.
Harnessing Panel Link data, Confirmly verifies a firm’s bank details and summarises legitimacy in seconds, allowing you to carry out due diligence and mitigate risk with ease.
In this session, we’ll go through:
– How to interpret Confirmly results
– How using Confirmly via InfoTrack supports you in meeting compliance obligations, and with PII renewals
– Future plans to return search results even faster

InfoTrack Commercial: Enhanced Data Mapping
2023-07-21 11:00 - 11:45
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!

Verification of Funds
2023-07-24 11:00 - 11:45
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!

Cladding and Fire Safety in Property Report
2023-07-25 11:00 - 12:00
An increasing challenge for buyers and conveyancers dealing with leasehold properties in particular is that of cladding and fire safety.
Understandably, there has been an increasing focus on fire safety since 2017, and ensuring you’re providing the right guidance o your customers is essential.
Join us as our Reports on Title expert, Roxanne Bailey demonstrates how Property Report’s constantly updated content library saves you the burden of searching for and checking
the most recent guidance on Fire Safety, as well as many other considerations.
We’ll also explore how Property Report more broadly helps the efficient, accurate creation of Reports on Title that clients will really value.

Make Post Completion even more efficient! Latest functionality and best practices
2023-07-26 11:00 - 11:45
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 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!

An introduction to LMS Secure Link
2023-07-27 11:00 - 11:45
On Thursday, 27 July, Adam Naraine, Product Manager at InfoTrack 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!

Minimise Risk, and Improve Efficiency in your Real Estate Transactions
2023-07-28 11:00 - 12:00
It’s essential to have systems in place that can help you navigate commercial real estate transaction challenges easily.
Join us at 11:00 AM to learn how InfoTrack can provide deep visibility and clear insight across every commercial property transaction. We’ll cover everything, including:
• Minimising risk with purpose-built dashboards
• Accessing simplified commercial mapping and data layers
• Saving time through bulk submission of OCE and OS Searches
• A single source of truth through integration with your DMS

Digital Signatures for Commercial Transactions
2023-08-04 11:00 - 12:00
Waiting for wet signatures can seriously hamper your ability to move with speed on commercial property projects.
With SignIT, InfoTrack have enabled Commercial teams to easily, confidently request electronic signatures and expedite signing processes.
Join us to explore how InfoTrack enables:
– Multiple documents together within a single envelope
– Signers to nominate witnesses
– Workflows that collects signatures from signers and their nominated witnesses in order
– Push reminders to automatically chase unsigned documents
– Add notes and directions to signers, directing them to which documents to sign, where.

eCOS - Introducing the eCOS Legal app
2023-08-21 11:00 - 11:45
Onboarding your clients with eCOS just got even easier! Join us as we demonstrate how your clients can complete all onboarding tasks via the eCOS Legal mobile app.
We’ll demonstrate just how easy it is for anyone with an Android or Apple phone to complete:
· Onboarding forms
· Verification of Funds
· Verification of ID and AML
And validate submitted data with Signatures.

Blending your expertise with industry best practice
2023-08-22 11:00 - 11:45
In conveyancing, there’s often a need to strike a balance between efficiency, and quality of service. We believe that there should be no need to sacrifice one for the other.
In this webinar, Roxanne Bailey, InfoTrack’s Property Report Product Manager, demonstrates how Property Report’s extensive content library, along with its ability to accommodate custom content, helps firms of all sizes create Reports in Title that provide house buyers with the best advice from your conveyancers, while removing much of the administrative burden associated with checking best practice and reviewing the latest changes in guidance.

What conveyancers need to know for their next PII renewal
2023-08-22 14:00 - 15:00
With approximately 50% of the profession due to renew their PII between now and the end of the year, this is a good time to shine the spotlight on what is happening in the insurance market.
Jenny Screech, Consultant at Howden Insurance Brokers, will update us on the solicitors’ PII market – and it’s not all bad news!
Jenny will highlight the conveyancing issues that underwriters are most concerned about, covering:
– market update
– what’s currently on your underwriter’s radar
– how to hit the right notes in your renewal submission to your underwriter
– using InfoTrack to support your renewal
Book now to prepare for your PII renewal!
