InfoTrack announces additional webinars for June 2024

InfoTrack announces further additions to their list of webinars that are scheduled to take place in the month of May and June 2024.

InfoTrack announces additional webinars for May 2024

 

Exchanging Contracts: Key challenges, and the potential impact of the Law Society Draft Code
    • Date: 9 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Join us as we explore some of the most persistent challenges facing residential conveyancers when it comes to exchanging contracts.

We’ll be joined by Ian Quayle of IQ Legal Training for this 60-minute session that examines key issues, including:

* advising clients on exchange with online and traditional auctions

* issues with reduced deposits

* varying contracts before and at exchange – tips and traps

* is it necessary to protect the contract? – lessons from case law

When it comes to the Law Society draft Code, we’ll consider:

* is the Code likely to be implemented and, if so, when?

* what can firms do to prepare for the implementation of the Code and the new Protocols?

* what will the implementation of the Code mean?

Extensive notes will be provided, and there will be time allocated for questions.

 

Complaints, errors and claims and how to successfully manage them
    • Date: 14 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Preventing and managing complaints can prove challenging, which is why we’ll be joined by Phil Edwards, Managing Director at Quality PI, and Business Consultant Lisa Summerton, who together will help you with essential strategies for preventing and effectively managing complaints, including:

* understanding the difference between complaints, circumstances and claims

* recognising the precursors to a claim, and what to do about it

* understanding where claims are likely to come from, and why

* identifying potential complaints early on and implementing proactive measures to mitigate them compliantly

* understanding the importance of fitting in with your insurer’s policy wordings

* learning and improving from past mistakes

Don’t miss this opportunity to enhance your skills in complaint management, whilst bolstering client satisfaction.

 

Contract of Sale: Send Contract Packs in Seconds! 
    • Date: 15 May 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

Contract Packs can be unwieldy files to manage: Compiling multiple documents in one platform, saving to the matter and Case Management System, and then downloading to your desktop before emailing on to the purchaser’s solicitor doesn’t feel like an intuitive way of doing things…

Not only is this process slow and cumbersome, it also:

❌ Leaves files sitting unprotected on desktops

❌ Introduces the risk of the wrong files being sent to clients

❌ Means searching through email to prove that a pack has been sent

Join us on Wednesday 15 May to explore how InfoTrack’s new Contract Sharing functionality, enables you to send your Contract Pack directly from the Platform, meaning:

✅ Contract Packs arrive with purchasers’ solicitors more quickly

✅ You have a complete audit trail within InfoTrack,

✅ Your desktop stays free of unnecessary client files.

 

Take a tour of the new eCOS customer portal
    • Date: 16 May 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

Join eCOS Head of Product David Rawson for a demo of the newly released eCOS customer portal.

Discover a streamlined, intuitive interface that simplifies the entire onboarding experience.

We’ll look at mobile and desktop journeys, showing how we can get your client to verify their identity and their funds – and provide you with the key information you need to get started with a matter … faster than ever before!

 

Forfeiture of Lease (Housing Act) & Rent charges indemnity insurance
    • Date: 21 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Forfeiture can be a technical and complex aspect of landlord and tenant law, with a number of potential risks.

We’ll be joined by CLS Property Insight, to explore the challenges posed by forfeiture and provide insights that will help you better understand, and address issues related to it in your day-to-day work. They will also explore options for insuring your firm against those risks.

During this 60-minute webinar, we will focus on two types of legal indemnity insurance to provide understanding and insight for property lawyers:

* Forfeiture of Lease (Housing Act): a policy protecting lenders against losses in the event of repossession; and

* Rent Charges: a policy providing protection in the event of unpaid rent charges.

 

Is your firm prepared for an SRA audit?
    • Date: 22 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Due to the Economic Crime and Corporate Transparency Act, the Solicitors Regulation Authority (SRA) now has unlimited fining powers, prompting law firms to review their processes and procedures when it comes to their regulatory obligations.

In this live webinar, presented by HiveRisk’s founder & CEO, Kate Burt, you will receive practical advice and insights to ensure your law firm’s preparedness for an SRA visit regarding AML compliance.

In this session, Kate will cover:

* AML Insights: Explore the latest Regulatory AML obligations affecting law firms within scope

* SRA Firm Visits: Understand expectations and nuances surrounding proactive visits from the SRA

* Visit Preparation: Learn practical strategies to prepare for and manage SRA visits efficiently

* Audit Readiness Strategies: Discover how your firm can adopt and maintain strategies to stay audit-ready

* Technology’s Role: Uncover the impact of technology, including MLRO firm-wide oversight, ongoing monitoring, and comprehensive audit trails on risk and compliance.

 

The Leasehold and Freehold Reform Bill 2023-2024
    • Date: 28 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

The Leasehold and Freehold Reform Bill is one of the most significant pieces of legislation in a generation for conveyancers, with a number of potential issues and consequences that need to be considered carefully.

Richard Snape, Head of Legal Training, Davitt Jones Bould, will join us to look at some of the key issues, including:

* Permitted new leasehold houses

* The future of ground rents

* Changes to enfranchisement and lease extensions

* Changes to service charges and administration charges

* Changes to rent charges

* Sales information requests

 

AP1s from Deeds – one step closer to requisition free post-completion?
    • Date: 29 May 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

During this webinar, we will demonstrate how our technology automatically extracts data from TR1s, TP1s, and Charges to accurately populate your AP1s. You’ll discover how discrepancies are effortlessly highlighted for quick rectification.

Key advantages include:

* Eliminating data mismatches between AP1s, TR1s, and TP1s.

* Automating over 95% of AP1 form population.

* Streamlining the inclusion of details from Deeds, including personal representatives and executors.

* Consistency across all documents with automated cross-referencing.

 

Take a tour of the new eCOS customer portal
    • Date: 5 June 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

Join eCOS Head of Product David Rawson for a demo of the newly released eCOS customer portal.

Discover a streamlined, intuitive interface that simplifies the entire onboarding experience.

We’ll look at mobile and desktop journeys, showing how we can get your client to verify their identity and their funds – and provide you with the key information you need to get started with a matter … faster than ever before!

 

Property Report Search Refresh
    • Date: 12 June 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

Property Report from InfoTrack allows you to produce high-quality, personalised reports on title that are smart, accurate, compliant and tailored to your reporting needs.

Join us as we demonstrate how you can do the following using Property Report:

* order searches on a matter and start a report without having to wait for the results

* benefit from the search information populating into the existing report once the results return

* report as the matter progresses, supporting the CQS requirement to ensure clients are kept informed at every stage of the conveyancing process

 

AP1s from Deeds – one step closer to requisition free Post Completion?
    • Date: 19 June 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

During this webinar, we will demonstrate how our technology automatically extracts data from TR1s, TP1s, and Charges to accurately populate your AP1s.

You’ll discover how discrepancies are effortlessly highlighted for quick rectification.

Key advantages include:

* Eliminating data mismatches between AP1s, TR1s, and TP1s.

* Automating over 95% of AP1 form population.

* Streamlining the inclusion of details from Deeds, including personal representatives and executors.

* Consistency across all documents with automated cross-referencing.

 

Renewing your PII – where should your focus be?
    • Date: 25 June 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

PII renewals can be a time consuming and stressful process for conveyancers, with property transactions deemed a high-risk area by underwriters.

We’ll be joined by Jenny Screech, Consultant at Howden Insurance Brokers, and our own Lisa Edwards, as we look at renewals from an underwriter’s perspective and provide some pointers designed to make your renewals process less stressful and, potentially, less expensive!

We’ll explore:

* what to expect from the PII market

* current claims activity

* conveyancing-related issues on your underwriter’s radar

* pre-renewal housekeeping

* making your renewal submission the best it can be

 

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