Spotting a risk is step one. Managing and resolving it through to completion is just as important.

Join Joe Ross, Product Manager at InfoTrack, for a look at the latest updates to Document Review and what’s coming next.

Document Review reads the documents on your matter, from title registers and leases to TA forms and supporting documents. It identifies risks, highlights missing information and keeps every finding in one place. Joe will demonstrate how it fits into your everyday workflow, including:

Document ingestion from your CMS – pull documents straight into Document Review, without manual uploads or duplicated work
Expanded document support – review Fire Risk Assessments, Section 106 agreements, EPCs and other ancillary documents to spot issues earlier
Managing risks and findings – track outstanding issues, resolve flags and create custom flags for concerns specific to your transaction
Lender Handbook integration – see the relevant lender requirements alongside your findings
Preliminary Reports – generate an early report from your reviewed documents, without starting a full Property Report
What’s next – support for new builds, advanced conflict detection across documents, and closer links between Document Review, Enquiries and Property Report
Discover how to spot potential issues earlier and keep outstanding matters in view as transactions progress. Bring your questions to the live Q&A.