InfoTrack announce additional webinars for April and May 2024

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


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.


Understanding Commercial Utilities with Groundsure
    • Date: 23 April 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Prior to commencing any site work involving ground penetration for new or existing developments, conducting utilities due diligence is essential as it is a mandatory health and safety requirement.

Paul Gibson, Product Manager, and Daniel Slater, Head of Commercial, both at Emapsite, will be joined by Andrew Crawshaw, Strategic Account Manager at Groundsure and together they will look at:

* Understanding the key alliance – Technics, Emapsite and Groundsure

* Why underground asset search is essential

* Use case

* Regulatory

* The product range and value

* Utility Essentials

* Utility Premium

* Utility Fast Track

* Looking inside a report

* Structure

* Content

* Functionality


AP1s from Deeds – one step closer to requisition free post-completion?
    • Date: 24 April 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.


Understanding Commercial Environmental Reports and climate change impacts with Groundsure
    • Date: 7 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

An environmental report is a small, but crucial, piece of a much larger puzzle for commercial property transactions, which can reveal issues that may impact your client’s property, future plans for the property, and potentially, the monetary value of the property.

This session will cover the foundations of a Commercial Environmental Report and how it helps solicitors’ compliance for this aspect of a commercial transaction.

We’ll be joined by Iryna Minimurzina, Strategic Account Manager at Groundsure, who will cover:

* The key aspects of a Commercial Report

* The data used within them

* The environmental risks associated with Commercial transactions

* Understanding ClimateIndex and latest EPC data

* How future risks could impact Commercial sites.


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.


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