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…
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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…