AIM® and SureClose® Training

General Instructions

These modules are video clips. Click on the link under the module you would like to review. Each module is about 5-10 minutes in length. At the bottom of each module is a set of controls that allow you to repeat, pause or fast forward. You may have to scroll down to see them.

File Cabinet

File Cabinet is where you will organize your file flow for your office. This module will teach you how to navigate through the AIM File Cabinet as well as use our Search tool and many other helpful tools available in AFW.
click here

Order Entry

The Order Entry Module is intuitively designed to walk you through each step of the order entry process.
click here

Document Preparation Module

The Documents Module will enable you to create any document needed for the closing process. Each of these documents will be saved as part of the order record and will be able to be called up at any time.
click here

Policy Prep.

Creating policies just got easier with our integrated policy inventory and electronic jackets.
click here

Autotext

Autotext makes creating even the most complicated Commitment or Policy a simplified process.
click here

These are Webinars conducted by Stewart personnel over the Internet. Click on the Details link to register.

Technology – AIM

3/5/2008

10:00-11:00 CDT

AIM for Windows 5.5 Session 1: Order Entry and File Management

Details

3/26/2008

10:00-11:00 CDT

AIM for Windows 5.5 Webinar Session 2: Document Preparation

Details

3/27/2008

2:00-3:30 CDT

AIM for Windows 5.5 Webinar Session 3: Policy Preparation and Transmittal

Details

 

Technology – SureClose

3/10/2008

2:30-3:30 CDT

SureClose Session: Overview

Details

3/11/2008

10:30-11:30 CDT

SureClose Session 1: Create a New File; Summary Page

Details

3/11/2008

2:30-3:30 CDT

SureClose Session 2: Status Page; Tasks Page

Details

3/12/2008

10:30-11:30 CDT

SureClose Session 3: Documents Page

Details

3/12/2008

2:30-3:30 CDT

SureClose Session 4: Chopping/Filing; Barcoding

Details

3/13/2008

10:30-11:30 CDT

SureClose Session 5: Terms Page; Mail Merge; Contacts

Details

3/13/2008

2:30-3:30 CDT

SureClose Session 6: Inbox; File Reports; Archiving

Details

3/17/2008

10:30-11:30 CDT

SureClose Session: Basic Interface

Details

3/18/2008

10:30-11:30 CDT

SureClose Session: Create Mail Merge Letter Templates

Details

3/18/2008

2:30-3:30 CDT

SureClose Session: Create Smart PDF Forms

Details

3/19/2008

10:15-11:30 CDT

SureClose Session: Template Management

Details

3/20/2008

10:00-11:30 CDT

SureClose Session: Site Administration

 Details
Serving the State of

Connecticut

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