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…
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…
Material Information legally must be produced on advertising a property because it could impact the transactional decision of the average consumer. We can also use this to streamline the process and facilitate real change in the industry. The Upfront Information Working Group from the Home Buying and Selling Group have identified what documents need to…
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 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…
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…
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…
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…
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,…
From working out corporate structures and ownership to processing complex sites, commercial transactions can often be a juggling act with many elements to manage. InfoTrack’s commercial offering provides you with an eSignatures service so that you can swiftly and efficiently obtain signatures without any extra work. Join us on Friday, 31st March, as we demonstrate…
In this webinar, we’ll be exploring how onboarding your clients through InfoTrack’s eCOS solution can benefit fee earners and clients by reducing onboarding from 2 weeks to 2 days. Join us at 11 AM to discover the benefits of features like: · Remote ID verification through biometric / RFID document checks · More accurate, 5th…
Creating a report on title can be time-consuming and open to error and risk when done manually. 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, with total confidence in its accuracy. Learn…
