Streamline client onboarding with eCOS and InfoTrack – Mar 6, 2023 11:00 AM
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 a long time.
In this webinar, we’ll touch on how onboarding questionnaires, licensed Law Society TA forms, client care packs, can be managed within the eCOS platform, as well as reviewing how managing identity and financial checks are possible, all within a single platform.
https://us02web.zoom.us/webinar/register/8416771515395/WN_UafwqDQrTumb8xDVCNGO_g
InfoTrack is a powerful digital conveyancing solution offering client onboarding, searches, post-completion, report on title and more.