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Commercial: Premium Portfolio Management

Processing multiple or complex sites are notoriously time-consuming and costly project for firms. InfoTrack’s commercial offering provides a portfolio service that ensures you can spend your time managing client relationships…

Armalytix Source of Funds – How does it work?

Sheryl Hodgson, Head of Customer Success at Armalytix will be discussing what makes Armalytix best in class as a Source of Funds partner, and how using open banking technology intelligently…

PI 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 more information about your processes can significantly…

How will climate change affect heat stress

On 20th July 2022, the UK recorded its hottest day ever, topping at 40.3°C. As a country, we aren’t prepared for such temperatures and long periods of droughts which lead…

Streamline client onboarding with eCOS

In an effort to make more information available to buyers upfront, part of a conveyancer's onboarding responsibilities is the completion of Law Society TA forms, a process that can take…

Friction-free post-completion

Post-completion is the area of conveyancing which has seen the most modernisation in recent years, thanks in part to government mandates for the digitisation of AP1s. But simply ‘going digital’…

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 more information about your processes can significantly…

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…

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…

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