InfoTrack announces latest webinars for March

InfoTrack have announced their latest set of six free webinars that are available for booking for the duration of March 2023.

eCOS – Digital Verification of Identity
    • Date: 20 March 2023
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Content:

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 need to download and access separate applications to verify identity or source of funds.

Join us on Monday 20, March as we explore how eCOS from InfoTrack delivers:

* Time savings through integrations with 13 trusted datasets

* Automated document authentication of passport/driving licence/ID card

* AI-powered Liveness check to confirm the person presenting the ID document owns it

* Two electronic address checks to confirm the person presenting the ID is the property owner

* Additional alerts and warnings (PEPs and sanctions checks)

 

CQS Compliance and Property Report
    • Date: 21 March 2023
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Content:

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 and fulfilling your responsibilities concerning:

* Adherence to the SRA Principles

* Law Society best practice and Conveyancing Protocol

* Navigating areas of high-risk litigation

 

The Importance of Compliance with The Insurance Distribution Directive
    • Date: 23 March 2023
    • Time: 10:00 a.m.
    • Duration: 1 hour
    • Content:

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 main prerequisites of the Directive, together with requirements from the SRA and CLC.

Delivered by expert speakers Kelly McDonnell and Anthony O’Hanlon from CLS Property Insight, together with Tracey Calvert, Regulatory Compliance Specialist at Oakhalls Consultancy, we’ll take a deep dive into the IDD requirements to highlight the key areas firms need to be aware of, including:

* IDD background and overview

* The legislation and requirements

* The legal regulators’ stance on IDD

* The consequences of non-compliance

* The responsibility of the IDO

* Myths and misconceptions

Attendees will have the opportunity to ask questions at the end of the webinar and will also gain access to the detailed IDD research document compiled by CLS.

Ensure you meet your compliance responsibilities and book your place on this webinar today.

 

Save thousands in overheads with InfoTrack Commercial
    • Date: 24 March 2023
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Content:

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 existing subscription-based conveyancing tools with a single invoice based only on what you use

Join us at 11:00 AM to learn how InfoTrack can reduce your software overheads and bring in a host of additional features and functionality, including:

* Commercial mapping and data layers

* Pre-search screening reports

* Bulk submission of OCE and OS searches

* Illustrative plan functionality

* Integrations with your DMS

 

CQS in 2023: A look ahead and how to ensure compliance with InfoTrack
    • Date: 29 March 2023
    • Time: 2:00 p.m.
    • Duration: 1 hour
    • Content:

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, and look ahead into 2023 to ensure firms who are CQS approved, or looking to become CQS approved, are equipped with the knowledge and tools available to ensure they meet their compliance responsibilities with ease.

As well as any changes, we’ll look at how technology can support and improve practices, through streamlined processes, making the CQS journey that much more enjoyable to navigate. With dynamic tools provided by InfoTrack, don’t miss this opportunity to find out how you can keep on track and stay focused with our CQS compliance support.

 

Kindly shared by InfoTrack

Main article photo courtesy of Pixabay