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eCOS – AML via eCOS

Performing accurate, timely AML checks is a key part of an efficient client onboarding process and lays the foundations for compliance across the conveyancing journey. Managing AML through InfoTrack’s eCOS onboarding solution allows you to quickly and easily order an AML check to fulfil your KYC responsibilities with a single click of your mouse. Join…

Property Report – Covenants, easements and rent charges

Creating a report on title can be a time-consuming affair and one, when done manually, that’s open to error and, potentially, risk. In this 30-minute webinar, we’ll explore how automation removes both the administrative burden and risk of error from your reports, meaning your clients receive the key information about their property swiftly and have…

PII Renewal Support

Professional Indemnity Insurance renewal can be stressful and usually involves significant resources to compile the data required by insurers. However, providing the insurer with more information about your processes can significantly reduce your premiums. Join us as we explore how InfoTrack can help through reporting’s extensive capabilities and integrations to make the renewal process more…

eCOS – Digital Verification of Identity

Ensuring your clients are who they say they are is a critical first step in client onboarding and one which, in the past, was laborious for conveyancers and clients. With eCOS, there’s no longer any need for clients to provide their identity in-person or hard copies of documents to prove their identity, and there’s no…

CQS Compliance and Property Report

How do you stay up-to-date on changing guidance related to where and when you need to provide advice to clients in order to maintain your firm’s compliance? During this 30-minute webinar, we’ll demonstrate how InfoTrack’s award-winning solution not only simplifies and standardises the creation of your Reports on Title but supports your firm in understanding…

IQ Legal Training Webinar | Compliance and Source of Funds in Residential Conveyancing

Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this FREE webinar session aimed at residential conveyancers of all levels, exploring: • Onboarding clients - client verification, anti-money laundering, and risk assessing clients and transactions • CQS compliance - things to watch out for • Compliance and file management Extensive notes will…

The Importance of Compliance with The Insurance Distribution Directive

The Insurance Distribution Directive (IDD), which came into force on 1st October 2018, resulted in the SRA and CLC introducing new rules for law firms undertaking insurance distribution activities. To help law firms comply with the requirements of IDD, and understand the implications for themselves and their Insurance Distribution Officers (IDOs), we’ll be reviewing the…

Save thousands in overheads with InfoTrack Commercial

The cost of running your commercial conveyancing operations can be high: committing to multiple annual subscriptions for your search tools, the burden of running and compiling various reports and staying on top of shifting regulations all take their toll on your bottom line. Working on a Pay as You Go basis, InfoTrack replaces all your…

Complete Digital Onboarding with Verification of Funds

In this webinar, we’ll be exploring how onboarding your clients through InfoTrack’s eCOS solution can benefit fee earners and clients through: · Remote ID verification through biometric checks · More accurate, 5th directive-compliant AML checks leveraging open banking and multiple official data sources · Pre-population and cross-checking of key data with relevant documents across the…

FREE Property Reports with InfoTrack

Remove the administrative burden and risk of error from your reports on title. InfoTrack's Property Report solution allows you to send your clients key information about their property with total confidence in its accuracy, and at no extra cost. Join us in this 30-minute session, to learn how Property Report facilitates: · Automatic extraction of…

CQS in 2023: A look ahead and how to ensure compliance with InfoTrack

Last year the Law Society introduced a number of changes to the Core Practice Management Standards (CPMS), as well as advising firms to be “assessment ready”, but what may be in store for 2023? We’re delighted to be joined by Tracy Thompson, Lead Assessor for CQS, who will recap on the changes introduced last year,…

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