InfoTrack announce additional webinars for April 2024

InfoTrack announces further additions to their list of webinars that are scheduled to take place in the months of March and April 2024.

 

AP1s from Deeds – one step closer to requisition free post completion?
    • Date: 21 March 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.

 

Slicker workflows, smarter decisions: Data-driven solutions to commercial property challenges
    • Date: 26 March 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

Discover the power of InfoTrack’s Real Estate platform, designed to streamline your workflows and provide you with comprehensive insights. From property searches to due diligence, our platform is engineered to elevate efficiencies and decision making processes.

What will be included:

* Uncover the true potential of your property data with advanced mapping tools, allowing you to spot market trends, identify opportunities and gain a competitive edge with interactive maps that make complex information accessible and actionable

* Witness the future of real estate intelligence with Foresite, our state of the art predictive analytics tool, allowing you to leverage data-driven insights to anticipate market movements, assess risks and make informed decisions.

Don’t miss this opportunity to revolutionise your approach to real estate. Secure your place today, and unlock the potential of InfoTrack’s Real Estate platform, enhanced mapping tools and Foresite technology.

 

Spring Financial Crime Update
    • Date: 27 March 2024
    • Time: 11:00 a.m.
    • Webinar content:

The Economic Crime and Corporate Transparency Act 2023 has granted the SRA extended fining powers and a wider scope of responsibilities, from Anti Money Laundering to Economic Crime.

Amy Bell, CEO of Teal Compliance, joins us to explore the latest legislation affecting financial crime including the new corporate offence of Failing to Prevent Fraud, and changes to the Proceeds of Crime Act.

In this session we will consider:

* Lessons we can learn from the latest big fines imposed on Law Firms

* What are the 3 key steps you need to be able to show on your conveyancing files

* The differences between the Red flags for Money Laundering and Fraud

* How to handle push back on Source of Funds and Wealth enquiries

 

AML Update 2024 – using technology to support your compliance
    • Date: 2 April 2024
    • Time: 12:00 p.m.
    • Duration: 1 hour
    • Webinar content:

AML guidance and expectations have changed considerably in recent months. Last summer and March 2024 brought about SRA sectoral risk assessment updates, and last autumn delivered a significant change in tone from the SRA in relation to their expectations of regulated practices. Not to mention the SRA AML Thematic Review Report, which contained the SRA Warning Notice in relation to client/matter risk assessments.

The SRA’s Warning Notice was accompanied by their own client/matter risk assessment template, which clearly sets the benchmark for the regulator’s expectations for what practices need to have in place to meet their Regulation 28 obligations under the Money Laundering Regulations 2017.

We’ll be joined by Tracy Thompson, from Tracy Thompson Associates, who will provide important updates relating to all SRA publicised guidance since July 2023, to ensure you are equipped with the knowledge required to ensure you do not fall foul of the Money Laundering Regulations, or the SRA.

We’ll also look at how technology can support and improve practices, with dynamic tools and solutions available through InfoTrack.

 

Contract of Sale: Send Contract Packs in Seconds! 
    • Date: 3 April 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar details:

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 3 April 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.

 

Mastering “review paragraph history” within Property Report, plus fresh content library updates!
    • Date: 10 April 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar details:

Are you getting the most out of Property Report from InfoTrack?

Join us to discover how the “review paragraph history” functionality within Property Report:

* allows users to view any changes made to editable text (as well as who made them, and when)

* allows department heads to review their team’s work

* helps maintain consistency and standardisation

* assists in training new users

* helps users track changes on shared reports

We’ll guide you through all the steps, and we’ll also talk about some of the latest updates being made to our Content Library, to ensure you’re always up to date.

 

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