Effortless contract sharing with built-in compliance

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• • Date: Tuesday, 18 February 
  • Time: 11:00 a.m. (BST)
  • Registration: Register here
  • Webinar content:

Sending contract packs shouldn’t be a time-consuming juggling act of searching for documents and manually attaching them to emails. With Contract of Sale, you can share fully prepared digital contract packs directly with the other side, all from the same system—saving time, maintaining compliance, and boosting productivity.

In this 15-minute webinar, we’ll show you how to:

• Publish and send contract packs directly from InfoTrack, with no need for additional emails, re-uploads, or saving back to your CMS.
• Maintain CQS compliance with automated document separation.
• Use custom email templates to include the information you need, every time.
• Unlock even greater efficiency with LEAP integration: If both firms use LEAP, Contract of Sale detects the matter on the other side, enabling the recipient to save all documents directly to the matter in LEAP.

Best of all, this solution is completely free for InfoTrack clients. Join us to discover how Contract of Sale simplifies the way you share contract packs, keeping you compliant and efficient.

Can’t make the live session? Register anyway to receive the recording on demand.

We Hate Requisitions: Why ‘Prompt and Proper’ Is the Future of Post Completion

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• • Date: 19 February 
  • Time: 11:00 a.m. (BST)
  • Registration: Register here
  • Webinar content:

Last July, the CLC added Post Completion work to its risk agenda for the first time, citing an increase in cases where tasks were not completed properly or promptly. While that may be true for some, most conveyancers strive to get through post-completion efficiently and correctly. After all, no one intentionally invites requisitions, right?

At InfoTrack, we understand the challenges and have been working on major improvements to our post-completion tools to help your firm stay compliant and efficient.

Join InfoTrack Product Manager Karolina Pylko as she demonstrates our new Post Completion dashboard, designed to streamline and safeguard your processes by:

• Centralizing AP1, Priority Search, and SDLT tasks in a single, easy-to-use view
• Providing management oversight of all current post-completion tasks
• Proactively alerting you to upcoming deadlines for completions, priority searches, and cancellations
• Signposting data discrepancies with automated warnings, prompting users to correct any issues before submission
• Offering one-click visibility into any affected matters

Reserve your spot now and transform your post-completion workflows for good! Please still register if you are interested but unable to attend the live webinar, as all those who register will receive a link to the recording on-demand after the session.

Streamlining Knowledge Management for Pre Completion 

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• • Date: Wednesday, 26 February
  • Time: 11:00 a.m. (BST)
  • Registration: Register here
  • Webinar content:

Who ensures your firm stays ahead of regulatory best practices? Without a dedicated PSL, staying up-to-date with knowledge management often falls to the wayside. That’s where InfoTrack comes in!

In this 15-minute session, we’ll show you how we’ve been revolutionising Reports on Title to simplify knowledge management for conveyancers. Discover how to:

• Access the most relevant regulatory guidance, sourced and maintained for you.
• Save your firm time with pre-approved content.
• Blend pre-approved templates with your firm’s in-house expertise to ensure consistent and personalised reports.

Register now to secure your place. If you can’t attend the live session, please register anyway to receive the on-demand recording.

Kindly shared by InfoTrack