InfoTrack announces additional webinars for the whole of August 2023

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

 

Validating Deeds and Reducing Requisitions
    • Date: 2 August 2023
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • 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

 

“Friday afternoon fraud”: Protect your clients and your firm with Confirmly
    • Date: 3 August 2023
    • Time: 11:00 a.m.
    • Webinar content:

In this webinar we explore how Confirmly can help protect both your clients and your firm from ‘Friday afternoon fraud’.

Confirmly is LMS’ secure identity-checking solution and is fully integrated into the InfoTrack platform, allowing you to carry out due diligence and mitigate risk easily.

Harnessing Panel Link data, Confirmly verifies a firm’s bank details and summarises legitimacy in seconds, allowing you to carry out due diligence and mitigate risk with ease.

In this session, we’ll go through:

* How to interpret Confirmly results

* How using Confirmly via InfoTrack supports you in meeting compliance obligations, and with PII renewals

* Future plans to return search results even faster

 

Digital Signatures for Commercial Transactions
    • Date: 4 August 2023
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • 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.

 

Verification of Identity
    • Date: 7 August 2023
    • Time: 11:00 a.m.
    • Web content:

Digital ID checks are demonstrably better than manual processes, delivering far greater accuracy than manual checks, far quicker.

Join us as we demonstrate the effectiveness of eCOS’s Verification of Identity Solution, which enables customers to prove their identity easily, through an easy-to-use web or mobile portal

The session encompasses:

* ID document authentication via RFID and digital document recognition

* Similarity Liveness check

* Electronic address checks

* Additional alerts and warnings

KYC starts with eCOS.

 

Managing Reports on Title – is there a better way?
    • Date: 8 August 2023
    • Time: 11:00 a.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.

 

Managing High Volume Post Completion
    • Date: 9 August 2023
    • Time: 11:00 a.m.
    • Web 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.
    • Web 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.
    • Web 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.
    • Web 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.
    • Web 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.
    • Web 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.
    • Web 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.
    • Web 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 – Your complete onboarding solution
    • Date: 21 August 2023
    • Time: 11:00 a.m.
    • Web content:

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

Join us on 21 August, as we demonstrate how eCOS brings all your key onboarding tasks together in one platform that’s simple to use for you and your customers, including:

* Client care letters & terms of business

* Onboarding questionnaires tailored to your matter

* Law Society TA forms

* Verification of Identity (HM Land Registry Safe Harbour)

* AML checks

* Verification of Funds: Source of Funds & Wealth

* Electronic signatures

 

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

 

 

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

 

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