InfoTrack announces additional webinars for the August and September 2023

InfoTrack has announced more additions to its list of webinars that are scheduled to take place in August and September 2023.

 

Managing High Volume Post Completion
    • Date: 9 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

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

 

Documents Generation, Contract of Sale, TA13, TR1
    • Date: 10 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

You will be familiar with much of the core functionality of the InfoTrack platform such as managing your onboarding or managing your post completion tasks. You may be less familiar with some of the seller-side functionality we also provide to reduce the friction of the conveyancing process for all parties.

Join us as we take a moment to explore how InfoTrack can help sellers’ conveyancers:

* Compile comprehensive Contract Packs that bundle together all key seller information, from EPCs and title plans to TA Forms

* Complete Land Registry TR1 documents within the InfoTrack platform

* Create and edit Law Society TA13 Completion information & Undertakings

* Save all relevant documents directly to your CMS

 

Digital Data Layers
    • Date: 11 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

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.

 

Verification of Funds
    • Date: 14 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

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.

 

Property Report: A user’s perspective
    • Date: 15 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

Any solution you adopt to help you submit your Report on Title should take into consideration what you really need and what will work best for you. One effective way to determine the right fit is to experience firsthand how it supports you when completing this critical document.

In our upcoming session at 11:00 am, we’re providing you with that opportunity. Join us and witness firsthand how seamless Reporting on Title can be for law firms when utilising InfoTrack’s Property Report.

Discover the benefit of purpose-built features and capabilities like:

* Automatic extraction of data from your local authority, drainage and water, and environmental searches

* Alerts on issues related to covenants, easements, rent charges and more

* Access to an always up-to-date content library, enabling consistency of reports across your firm

 

Stress-Free Digital AP1 Submissions: Navigating Shared Ownership Properties, Deeds of Variations, and Restrictions
    • Date: 16 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

Residential transactions come in all shapes and sizes, each presenting its own set of challenges. It’s crucial to be able to address even the most challenging scenarios with finesse in your digital post completion tool. These include transactions where clients wish to purchase additional shares in a shared ownership property or navigating through trickier deals involving properties with restrictions.

With InfoTrack’s digital post completion tool, handling these complex transactions needn’t present a challenge. Join us at 11:00 am to discover how to overcome these situations to promptly submit your AP1 form.

During the session, we’ll share valuable insights, including:

* How to effectively register and remove restrictions using InfoTrack

* Understanding the various stages of the staircasing process and successfully submitting applications in InfoTrack

* What tools you can use in InfoTrack to help you submit Deeds of Variation

 

UK Finance Lender Handbook
    • Date: 17 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

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

 

Commercial Post Completion – Managing Complex Projects
    • Date: 18 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

Navigating the world of digital AP1s may seem like a breeze for common submissions, but what about those times when things get a little more intricate? InfoTrack’s leading post-completion technology can help you manage all scenarios, including submitting multiple complex digital AP1s.

Learn everything you need to know about submitting multiple complex digital AP1s via InfoTrack, including utilising features like:

* Priority application ordering

* Assignment of roles – Including pairings

* Filling out an associate application

* The ‘Lodging conveyancer’ role

* Utilising FAQ’s dashboard

* Ability to request HMLR action

 

eCOS – Introducing the eCOS Legal app
    • Date: 21 August 2023
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

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
    • Date: 22 August 2023
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

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
    • Date: 22 August 2023
    • Time: 2:00 p.m.
    • Duration: 1 hour
    • Webinar content:

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

 

Validating Deeds and Reducing Requisitions
    • Date: 23 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

Requisitions – we all hate them, and we all know the impact they have on the speed at which transactions get completed. And yet, around 20% of all transactions are affected by missing or incorrect information.

One of the most common causes of requisitions is incorrect or inconsistent information in deeds, where information such as borrowers’ names or lenders’ details may vary from those on the AP1.

Join us as we demonstrate how InfoTrack’s updated AP1 functionality helps you to validate key information in your deeds and transfer documents, reducing the risk of related requisitions.

We’ll also show you how to:

* Regenerate and amend information relating to affected parties

* Manage and monitor requisitions directly through the platform

* Send messages and supporting information direct to your Land Registry case worker

 

Managing Reports on Title – is there a better way?

* Note, this webinar was originally booked for 8 August, but has been moved.

    • Date: 23 August 2023
    • Time: 2:00 p.m.
    • Duration: 1 hour
    • Webinar content:

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.

 

Documents Generation, Contract of Sale, TA13, TR1
    • Date: 24 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

You will be familiar with much of the core functionality of the InfoTrack platform such as managing your onboarding or managing your post completion tasks. You may be less familiar with some of the seller-side functionality we also provide to reduce the friction of the conveyancing process for all parties.

Join us as we take a moment to explore how InfoTrack can help sellers’ conveyancers:

* Compile comprehensive Contract Packs that bundle together all key seller information, from EPCs and title plans to TA Forms

* Complete Land Registry TR1 documents within the InfoTrack platform

* Create and edit Law Society TA13 Completion information & Undertakings

* Save all relevant documents directly to your CMS

 

Digital Signatures for Commercial Transactions
    • Date: 25 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

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 – TA Forms
    • Date: 28 August 2023
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

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?
    • Date: 29 August 2023
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

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 
    • Date: 30 August 2023
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

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

 

Redemption Statements
    • Date: 31 August 2023
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

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

 

Practical implications for practitioners on the Building Safety Act
    • Date: 13 September 2023
    • Time: 2:00 p.m.
    • Duration: 1 hour
    • Webinar content:

The Building Safety Act incorporates Leaseholder Protection provisions relating to flats in buildings that meet the definition of a “Relevant Building”. The provisions in the Act and lenders requirements arising from it are resulting in significant issues for residential conveyancers and their clients.

We’ll be joined by David Keighley, solicitor, expert trainer and writer on residential property matters, who will cover issues arising from the Building Safety Act 2022, the updated Government guidance on the Act, and the UKFML Handbook Part 1 and Part 2 requirements.

These will include:

* the meaning of the key terms in the BSA 2022, namely:

* Qualifying leases and leaseholders

* Relevant buildings

* Relevant defects

* Leaseholder and Landlords Deeds of Certificate

* UKFML Handbook Para 5.14.17: Building safety requirements

* Fire Safety (England) Regulations 2022 – duties of the “Responsible Person”

* Practical issues

 

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