Reporting on Title for Property Lawyers - The Key Issues

Introduction

With smartphones and the internet, the way the public get information has changed more in the last 10 years than since the invention of the printing press, but our manner of reporting to clients has changed very little. Often, the reports are not read properly or fully understood by clients, or they are dismissed as 'paperwork', or issues are pointed out too late in the transaction.

This webinar will look at how to report to your clients on the key issues in an effective and understandable way. This will lead to better informed clients, and fewer complaints. It is suitable for both residential and commercial property practitioners and applies to all sizes of firms.

What You Will Learn

This webinar will cover the following:

• How to give clear understandable reports that give clients a way of understanding, managing or accepting risk
• Understanding your client's objectives
• Your professional obligations
• 'Plain English' communication tips
• Delivering key information and executive summaries in an appropriate way
• How can you make the 'standard report' more client friendly and understandable?
• Alternatives to the 'standard report' - format, structure, traffic lights
• Pre-prepared explanatory guides for common issues
• Identifying issues, but suggesting solutions or work-arounds
• Working through the issues - enquiries, searches, title, surveys, physical features - key points to look out for
• The Risk-Impact matrix:
• Not all risks are the same
• Some things are best fixed or investigated now
• Some things are best just insured
• Some are 'deal busters'
• Your new obligations under the Insurance Directive
• Title insurance - a financial hedge only, the problem is still there

This webinar was recorded on 3rd February 2025

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.