In an effort to make more information available to buyers upfront, part of a conveyancer's onboarding responsibilities is the completion of Law Society TA forms, a process that can take a long time. In this webinar, we'll touch on how onboarding questionnaires, licensed Law Society TA forms, client care packs, can be managed within the…
Standardising your conveyancing processes and documents is critical in improving productivity and the speed at which client matters are handled. But in a world where teams are increasingly dispersed, maintaining consistency can be a challenge. Join us on Tuesday, 7 March, as we demonstrate how Property Report’s in-built content library assists firms in standardising their…
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. But simply ‘going digital’ doesn’t guarantee improvements for staff or clients: there are many more factors to consider to enjoy friction-free post-completion. Join us on Wednesday, 8 March, as…
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 simplify the renewal process, helping your…
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…
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…
Professional Indemnity Insurance renewal can be stressful and usually involves significant resources to compile the data required by insurers. However, providing the insurer with 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…
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…
Material Information legally must be produced on advertising a property because it could impact the transactional decision of the average consumer. We can also use this to streamline the process and facilitate real change in the industry. The Upfront Information Working Group from the Home Buying and Selling Group have identified what documents need to…
How do you stay up-to-date on changing guidance related to where and when you need to provide advice to clients in order to maintain your firm’s compliance? During this 30-minute webinar, we’ll demonstrate how InfoTrack’s award-winning solution not only simplifies and standardises the creation of your Reports on Title but supports your firm in understanding…
Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this FREE webinar session aimed at residential conveyancers of all levels, exploring: • Onboarding clients - client verification, anti-money laundering, and risk assessing clients and transactions • CQS compliance - things to watch out for • Compliance and file management Extensive notes will…
The Insurance Distribution Directive (IDD), which came into force on 1st October 2018, resulted in the SRA and CLC introducing new rules for law firms undertaking insurance distribution activities. To help law firms comply with the requirements of IDD, and understand the implications for themselves and their Insurance Distribution Officers (IDOs), we’ll be reviewing the…
The cost of running your commercial conveyancing operations can be high: committing to multiple annual subscriptions for your search tools, the burden of running and compiling various reports and staying on top of shifting regulations all take their toll on your bottom line. Working on a Pay as You Go basis, InfoTrack replaces all your…
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 checks · More accurate, 5th directive-compliant AML checks leveraging open banking and multiple official data sources · Pre-population and cross-checking of key data with relevant documents across the…
Remove the administrative burden and risk of error from your reports on title. InfoTrack's Property Report solution allows you to send your clients key information about their property with total confidence in its accuracy, and at no extra cost. Join us in this 30-minute session, to learn how Property Report facilitates: · Automatic extraction of…
Last year the Law Society introduced a number of changes to the Core Practice Management Standards (CPMS), as well as advising firms to be “assessment ready”, but what may be in store for 2023? We’re delighted to be joined by Tracy Thompson, Lead Assessor for CQS, who will recap on the changes introduced last year,…
From working out corporate structures and ownership to processing complex sites, commercial transactions can often be a juggling act with many elements to manage. InfoTrack’s commercial offering provides you with an eSignatures service so that you can swiftly and efficiently obtain signatures without any extra work. Join us on Friday, 31st March, as we demonstrate…