InfoTrack launches Document Review to flag risks as conveyancing documents arrive
Summary
InfoTrack has launched Document Review, a conveyancing document analysis tool that applies more than 2,000 rules to identify potential risks, missing information and lender requirements as documents are uploaded. It reviews core transaction documents and supporting reports, and produces status flags plus an editable preliminary report within the InfoTrack platform.
Why it matters
The tool may affect how residential conveyancing files are reviewed and how issues are escalated, particularly where lender handbook requirements and supporting surveys or risk assessments are involved. Surveyors may see their reports referenced within automated document checks, especially for fire and asbestos-related documentation.
Key points
- Applies more than 2,000 rules to incoming conveyancing documents
- Reviews Title Registers, Contracts, TA forms, Leases and supporting reports
- Uses UK finance mortgage lenders’ handbook requirements to flag issues
- Generates status flags and an editable preliminary report in-platform
- Includes Fire Risk Assessments and Asbestos Surveys among reviewed documents
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