InfoTrack announces additional webinars for September 2023
InfoTrack has announced additions to its list of webinars that are scheduled to take place in September 2023.
Commercial Land Registry Pre-Completion
1 September 2023 – 11.00 am (1 hour)
Navigating Land Registry pre-completion often entails handling intricate legal documents and forms, a time-consuming process which when completed in bulk is prone to time-consuming errors.
Unlock a more efficient approach with InfoTrack’s innovative bulk management tools to drastically reduce processing time for multiple tasks at once. Join us as we explore how you can manage vital tasks in less time for your commercial property transactions. We’ll cover everything including:
• An overview of InfoTrack’s bulk management tools
• How to interrogate Corporate and Commercial Ownership data
• Submitting Land Registry Office Copies and OS Priorities all in bulk
eCOS – TA Forms
4 September 2023 – 11.00 am (45 minutes)
While much is made (not least by us) of the importance of slick verification of Identity and Funds during the onboarding process, one of the features of eCOS that gets the most praise from users is how we’ve made Protocol Forms easier to complete for your customers, and easier for you to manage.
Join us as we demonstrate how eCOS enables:
• Easy completion of personal details, seller questionnaires, and HMLR protocol forms
• Early identification of missing information,
• Automated reminders for documentation not received
• Firm-wide dashboard showing all outstanding documents and signatures
And more…
What’s new in Fire Safety?
5 September 2023 – 11.00 am (45 minutes)
Fire safety is clearly a big topic for homebuyers, leaseholders, landlords and regulators. For conveyancers however, it can be a challenge to know exactly what guidance to offer to what customers.
Join Roxanne Bailey, InfoTrack’s resident Reports on Title expert, as she demonstrates how our Property Report solution:
• Provides always the most up-to-date guidance from the Building Safety Act and related regulations
• Pre-populates information where appropriate
• Flags relevant sections for conveyancers to check and approve easily
• Enables sections to be added and removed in a single mouse click
The importance of understanding easements for commercial property
6 September – 2.00 pm (1 hour)
The laws relating to easements are complicated, especially for commercial real estate transactions. Understanding and complying with the necessary legal formalities which apply to this area of law can be challenging.
Delivered by expert speakers Anthony O’Hanlon, Head of Customer Development and Chantelle Wren, Associate Underwriting Director from CLS Property Insight, we will take a deep dive into easements, highlighting key areas to be aware of, including:
• What is an easement, and why are they important?
• Types of easement and how they are created
• Prescriptive easements
• Ending an easement
• Commercial case studies, including Kingsgate Development Projects Ltd v Jordan
• CLS easement policies
UK Finance Lender Handbook
7 September 2023 – 11.00 am (1 hour)
Compliance and risk mitigation will always be high on the list of things keeping conveyancers awake at night. With changes to regulation and the mortgage market happening frequently, staying on top of your obligations can be stressful.
Join us to learn how InfoTrack helps you stay compliant with lenders’ latest requirements and Cor Practice Management Standards:
· 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
Digital Data Layers
8 September 2023 – 11.00 am (45 minutes)
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.
eCOS – Introducing the eCOS Legal app
11 September 2023 – 11.00 am (45 minutes)
Onboarding your clients with eCOS just got even easier! Join us as we demonstrate how your clients can complete all onboarding tasks via the eCOS Legal mobile app.
We’ll demonstrate just how easy it is for anyone with an Android or Apple phone to complete:
· Onboarding forms
· Verification of Funds
· Verification of ID and AML
And validate submitted data with Signatures.
Reporting in Sections
12 September 2023 – 11.00 am (45 minutes)
The title report holds immense importance for home buyers throughout the entire transaction process.
Timely delivery is of utmost importance to homebuyers, as it enables them to assess the property’s legal standing and make informed decisions about their purchase. A delayed or incomplete title report can lead to uncertainty and may even jeopardise the entire transaction.
Join us at 11:00 am to discover how InfoTrack’s report on title solution can help you divide the report into sections, making it easier for homebuyers to review and understand the information. Discover how you can enhance the efficiency of your title report process, ensuring that buyers can promptly access the crucial details they need.
Validating Deeds and Reducing Requisitions
13 September 2023 – 11.00 am (45 minutes)
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
14 September 2023 – 11.00 am (45 minutes)
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
Improved CQS compliance through integration with InfoTrack
19 September 2023 – 2.00pm (1 hour)
Integrating your Case Management System with other software solutions, such as InfoTrack, can play a significant role in helping law firms comply with the CQS Core Practice Management Standards.
Join InfoTrack’s National Sales Manager, Lisa Edwards, to explore how integrated systems enable your firm to:
– Automate workflows, reducing risk of error
– Centralise information management, establishing a single source of truth
– Get real-time updates and alerts when key tasks and deadlines are approaching
– Establish a clear audit trail across transactions
Book now and learn how to make your CQS journey that much more enjoyable to navigate and less painful!
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