InfoTrack announce further webinars for February 2024

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

Using the eCOS VOI and AML reports – a practical guide

- Date: 6 February 2024
- Time: 11:00 a.m.
- Duration: 1 hour
- Webinar content:

InfoTrack recently released a new format of VOI and AML reports for their award-winning onboarding solution, eCOS. The new reports are clearer and contain more information than before. But how best to use them in practice?

Join David Rawson, Head of eCOS Product at InfoTrack, for a deep dive into the reports and their contents, and get some practical tips on what to do when the report suggest you “Review” the information provided by your client.

Together we’ll cover:

* What the software is looking for and how it generates results

* Why the report might say “Review” but the picture of ID document looks fine – and what to do when that happens

* What the new adverse media reports mean, and how to handle a potential match

- Register: Book your place today to keep up to date!

Digital Post Completion with LEAP and InfoTrack

- Date: 7 February 2024
- Time: 11:00 a.m.
- Duration: 1 hour
- Webinar content:

Requisitions caused by mismatched data across AP1s, TR1s and other key documents have long been a challenge for conveyancers, but that’s all about to change – forever!

By leveraging the latest AI and OCR document reading technology, we can now automatically extract from TR1s, TP1s and Charges.

The InfoTrack platform will then populate and validate your AP1, with any discrepancies highlighted to enable swift reconciliation, and return it directly to your matter in LEAP.

This means:

* Eradicating data mismatches between AP1s and TR1s and TP1s

* Over 95% of the AP1 form can now be populated for you

* Populate details of personal representatives, executors and all party types from Deeds

* Deeds are automatically cross-referenced for consistency across all documents

- Register: Book now to keep up to date on digital post completion solutions through integration with LEAP and InfoTrack.

Navigating Commercial Leases – Crucial tips for avoiding common traps

- Date: 13 February 2024
- Time: 11:00 a.m.
- Duration: 1 hour
- Webinar content:

Join us to explore some of the most persistent challenges facing property lawyers and clients when it comes to dealing with commercial leaseholds.

We’ll be joined by Ian Quayle of IQ Legal Training, as well as our own Ryan Cox, InfoTrack’s General Manager of Major Accounts, for this 60-minute session that examines key issues.

These include:

* Allowing the tenant into occupation – licences and tenancies at will

* Using the RICS model heads of term

* Problem clauses – break, rent suspension, repair and user

* Turnover and green leases – things to look out for

* Lessons from recent case law

As ever, Ian will be on hand at the end of the session to field any questions you may have regarding commercial leaseholds.

- Register: Book now to secure your place!

Property Report: discover the Extract Text Tool and new updates to the Content Library

- Date: 15 February 2024
- Time: 11:00 a.m.
- Duration: 45 minutes
- Webinar content:

The Extract Text Tool is one of the many ways Property Report makes reporting on a title so much more efficient. This tool reads the text in any PDF uploaded to the workspace, such as the title document or search results, giving you an accuracy rating, and allowing you to copy all or part of the text into the report.

Join us as we demonstrate how to use the Extract Text Tool to help you get the most out of Property Report.

We will also run through some recent updates to the Content Library, including:

* Mortgage Final Note and Disclaimer

* Existing New Build Warranty

* Other New Build Warranty

* HMLR Delay Warning (Unregistered Property)

* Insurance Disclaimer

* Development Plan Designation Disclaimer

- Registration: Register now!

eCOS and Perfect Portal for SOS users – the complete onboarding solution!

- Date: 20 February 2024
- Time: 11:00 a.m.
- Duration: 1 hour
- Webinar content:

Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring you meet your KYC and AML requirements.

eCOS is one simple platform, for both you and your clients, that includes matter specific client questionnaires, digital ID and AML checks, and Source of Funds and Wealth information gathering.

Join Justin Sparey, Client Services Team Leader from SOS, Rob Lawson, Strategic Sales Manager from Perfect Portal and David Rawson, Head of Product, eCOS from InfoTrack, on Tuesday, 20 February, to explore the full range of digital onboarding features available through integration with InfoTrack, to allow your firm to exceed client expectations, whilst keeping all case details in one centralised place.

This includes how eCOS:

* allows you to extract the client’s information directly from their identity document

* checks ID and PEP / Sanctions status against 12 official datasets

* complies with the latest EU 5th Directive requirements

* is HMRC Safe Harbour compliant

* provides ongoing monitoring and alerts for 12 months

- Register: To learn more about the most convenient way to onboard, book now!

Contract of Sale: Send Contract Packs in Seconds!

- Date: 21 February 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 21 February 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