InfoTrack: Streamline client onboarding with eCOS

6th March 2023 at 11:00 am - Online

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.