The Conveyancing Association

inCase Webinar: Utilising Tech when Renewing Professional Indemnity Insurance: Strategies for Law Firms
2023-07-13 15:00 - 15:45 (Europe/London)
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, 2023-09-11 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!

Managing Reports on Title - is there a better way?
2023-08-23 14:00 - 15:00
A Report on Title is a key milestone in the conveyancing process, and it’s importance to you and your clients cannot be understated. But is there an easier way to create them, that can be trusted?
Roxanne Bailey, Property Report Product Specialist at InfoTrack will be joined by David Opie, Managing Director of Today’s Media, and Amy Church, Managing Partner at Lucas & Wyllys, to discuss how technology can help create high quality, personalised reports on title, that are smart, accurate, compliant and tailored to your own firm’s reporting needs, saving valuable fee-earning time and ensuring high standards every time. In particular, we’ll focus on:
– how to balance accuracy with personal experience
– how your documents influence customers’ perceptions of your firm
– managing changes to guidance and regulation
– what else fee-earners could be doing with the time they save using technology
– first-hand feedback from Amy Church on her firm’s experience of embracing tech to do the heavy lifting
Learn how to make the most out of technology to support your processes. Book now!

eCOS – TA Forms
2023-08-28 11:00 - 11:45, 2023-09-04 11:00 - 11:45
While much is made (not least by us) of the importance of slick verification of Identity and Funds during the onboarding process, one of the features of eCOS that gets the most praise from users is how we’ve made Protocol Forms easier to complete for your customers, and easier for you to manage.
Join us as we demonstrate how eCOS enables:
• Easy completion of personal details, seller questionnaires, and HMLR protocol forms
• Early identification of missing information,
• Automated reminders for documentation not received
• Firm-wide dashboard showing all outstanding documents and signatures
And more…

What’s hot in climate change?
2023-08-29 11:00 - 11:45
From a structural and financial perspective, climate change and its impacts on property is becoming a significant concern for house buyers.
Join us as we explore how Property Report aids conveyancers in providing their clients with vital climate-driven insights for their properties 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.

Managing High Volume Post Completion
2023-08-30 11:00 - 11:45
When it comes to standard residential property transactions, submitting post-completion tasks can be a smooth and straightforward process. However, things can get more challenging when dealing with a higher volume, such as in the case of new build properties.
That’s where InfoTrack comes in. Our platform is designed to support you with submitting your SDLT and AP1 for all types of properties, not just standard residential ones. Join us at 11:00 am to discover how our intuitive post-completion tool can assist you in handling high-volume post-completion tasks effectively.
During the session, we’ll cover how you can take advantage of the following features:
• Clone tool: Say goodbye to the effort of duplication with an advanced clone tool that makes it easier to handle multiple tasks.
• Dashboards: Stay on top of your tasks with a dedicated dashboard to keep track of the status of each task
• MI InfoTrack: Get access to a feature that can help you extract and compile reports to keep track of your orders
Register now!

Redemption Statements
2023-08-31 11:00 - 11:45
Discover the benefit of 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
Book now to secure your place!

Commercial Land Registry Pre-Completion
2023-09-01 11:00 - 12:00
Navigating Land Registry pre-completion often entails handling intricate legal documents and forms, a time-consuming process which when completed in bulk is prone to time-consuming errors.
Unlock a more efficient approach with InfoTrack’s innovative bulk management tools to drastically reduce processing time for multiple tasks at once. Join us as we explore how you can manage vital tasks in less time for your commercial property transactions. We’ll cover everything including:
• An overview of InfoTrack’s bulk management tools
• How to interrogate Corporate and Commercial Ownership data
• Submitting Land Registry Office Copies and OS Priorities all in bulk
Register now!

What’s new in Fire Safety?
2023-09-05 11:00 - 11:45
Fire safety is clearly a big topic for homebuyers, leaseholders, landlords and regulators. For conveyancers however, it can be a challenge to know exactly what guidance to offer to what customers.
Join Roxanne Bailey, InfoTrack’s resident Reports on Title expert, as she demonstrates how our Property Report solution:
• Provides always the most up-to-date guidance from the Building Safety Act and related regulations
• Pre-populates information where appropriate
• Flags relevant sections for conveyancers to check and approve easily
• Enables sections to be added and removed in a single mouse click

Populating AP1s from Deeds
2023-09-06 11:00 - 11:45
With InfoTrack, your AP1 forms can now be effortlessly filled directly from Deeds.
Leveraging the latest AI and document analysis technology from Amazon Web Services, you can now seamlessly extract information from TR1s, TP1s, and Charges, subsequently populating and validating your AP1 forms. This process not only saves you time but also enhances accuracy.
Join us at 11:00 am to discover how you can:
– Quickly populate your AP1 form using data from your uploaded TR1, TP1 and Charge documents
– Eliminate errors by ensuring correct formatting of personal representatives, power of attorneys, and other party roles.
– Easily identify any inconsistencies between the deeds and the AP1 form through our validation tools.
Register now!

The importance of understanding easements for commercial property
2023-09-06 14:00 - 15:00
The laws relating to easements are complicated, especially for commercial real estate transactions. Understanding and complying with the necessary legal formalities which apply to this area of law can be challenging.
Delivered by expert speakers Anthony O’Hanlon, Head of Customer Development and Chantelle Wren, Associate Underwriting Director from CLS Property Insight, we will take a deep dive into easements, highlighting key areas to be aware of, including:
• What is an easement, and why are they important?
• Types of easement and how they are created
• Prescriptive easements
• Ending an easement
• Commercial case studies, including Kingsgate Development Projects Ltd v Jordan
• CLS easement policies
Book now to stay up to date!

UK Finance Lender Handbook
2023-09-07 11:00 - 12:00
Compliance and risk mitigation will always be high on the list of things keeping conveyancers awake at night. With changes to regulation and the mortgage market happening frequently, staying on top of your obligations can be stressful.
Join us to learn how InfoTrack helps you stay compliant with lenders’ latest requirements and Cor Practice Management Standards:
· 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

Digital Data Layers
2023-09-08 11:00 - 11:45
When it comes to identifying and mitigating risk, you can never have too much data. Knowing what to do with it is sometimes the challenge.
InfoTrack’s commercial property solutions provide over 100 data layers that can easily be added to your property maps for early warnings of:
• Environmental issues including flood risk, historic landfill and brownfield sites.
• Conservation areas, local planning applications & restrictions
• Public rights of way
• Major infrastructure projects
And much more.
Plus, we’ll demonstrate how our collaborative workspace enables you to easily share information with your clients, and drill down into title and ownership information to understand exactly who owns what.
