InfoTrack unifies post-completion with new dashboard

InfoTrack has launched a new post completion dashboard that unifies SDLT and AP1 for easier management and visibility of at-risk conveyancing matters.

The new dashboard brings the key components of post completion into a single screen to improve firm-wide visibility of a matter’s progress, including OS status and AP1 cancellations.

InfoTrack’s new post completion dashboard complements the platform’s existing SDLT and AP1 dashboards, giving overarching visibility across all parts of the post completion process. The overview includes key details related to SDLT, priority search, and AP1 status, as well as expiry dates and the reason for any alerts listed against the matter.

As lender requirements stipulate the need to protect a title in their interest and regulators such as the SRA and CLC have emphasised the importance of performing post completion promptly and diligently this year, the dashboard aims to make the process easier for firms to stay on top of their obligations.

Designed to minimise risk and delays, the dashboard’s filter system enables users to show matters that require immediate action, such as expired priorities or cancellations, as well as those that require action in the next seven days. This provides users with essential information related to a matter and senior staff with oversight of any exposure of risk to the firm in relation to post completion tasks.

With upcoming changes to SDLT applicable from April 2025, InfoTrack’s new post completion dashboard will help firms maintain a firm-wide overview of their post completion work ahead of the deadline.

Louise Edwardes, Head of Product at InfoTrack, comments:

“I’m excited that we’ve been able to deliver this dashboard which is a feature our clients have been asking for.

“It enables better risk management for firms by categorising matters that leave them exposed, including putting into context whether there is an expired OS Priority, AP1 cancellation, or unpaid SDLT.

“Increased visibility means firms can take immediate action where possible and stay on top of their post completion in one convenient place.”

Daniel Hewitt, Managing Director at JP Goldman, adds:

“InfoTrack’s post completion dashboard is an incredibly helpful tool, it offers one place for us to see where we are with our post completion obligations.

“The added compliance helps our conveyancers sleep at night.”

Kindly shared by InfoTrack