Stewart Access News You Can Use

Last Updated: August 2, 2017

Upcoming Enhancements

Here are some of the issues we are currently working on in our upcoming release, slated for September/October 2017:

  • Presently, an Issued CPL cannot be edited. The current solution is to void and reissue the CPL after changes are made.
  • Presently, a CPL cannot be issued after a Committiment, Policy or Guarantee Jacket has been issued, The current solution is to void and reissue the jacket after issuing the CPL.
  • Currently Party Addresses are required for all parties on file. We will be making Party Address required only for the Insured Party for CPLs and Jackets in the near future.

The preferred browsers for Stewart Access Portal are Google Chrome and Microsoft Internet Explorer. Other browsers such as Microsoft Edge and Firefox are not recommended or supported.

If you are accessing Stewart Access Portal via Internet Explorer and the look and feel is not displaying as expected, it could be due to the browser's Compatibility View setting.

For a listing of Trans Codes by state, scroll down to the Self-Paced Learning section of this page and select the appropriate state. If you need further assistance, please contact your ASM or review the troubleshooting topics listed below.

Unsure Which Trans Code to Use for Transaction

Contact your ASM for guidance. If ASM doesn't know, they will consult Policy Services.

Trans Code Unavailable to Select within Title Production System

If you do not see the Trans Code you need within the drop-down list, submit a ticket to the Customer Care Center.

This section is a resource for tips and tricks for the integration between AIM+ and Stewart Access.

Issues Between Stewart Access and AIM+ Integration

If you are experiencing some functional issues using AIM+ with Stewart Access, please visit the AIM+ Known Issues page for workarounds to commonly occurring system issues.

AIM+ Policy Register Report with Stewart Access

After Stewart Access integration with AIM+, the process for creating your Policy Register Report will change. The Policy Register Report will generate from the Management Reports Module in AIM+ rather than the Policy Transmittal Module.

Creating the report in Management Reports not only captures policies and endorsements but will also capture CPL charges and policy/endorsement voids and adjustments. Please see AIM+ Policy Register with Stewart Access Integration Quick Reference Card for more details.

Please Note: You will continue to perform a Transmittal from the Policy Transmittal Module.

Stewart Access and AIM+ CPL New Work Flow

After Stewart Access integration with AIM+, the process for creating your Policy Register Report will change. The Policy Register Report will generate from the Management Reports Module in AIM+ rather than the Policy Transmittal Module.

Creating the report in Management Reports not only captures policies and endorsements but will also capture CPL charges and policy/endorsement voids and adjustments. Please see AIM+ Policy Register with Stewart Access Integration Quick Reference Card for more details.

Please Note: You will continue to perform a Transmittal from the Policy Transmittal Module.

Tips and tricks for using the Lender functionality in Stewart Access.

Requesting Successor Language to be Added to a Lender

To request Custom Successor Language to be added to a specific Lender, submit a ticket to the Customer Care Center. In the ticket, please provide the name of the Lender you need the Custom Successor Language added to along with the exact Custom Successor Language needed.  Also, note in the ticket that this is a Stewart Access request and should be directly routed to the Lender Management Admin queue.

Promoting a Prospect Lender to Approved Lender

Requesting a Prospect to be promoted to an Approved Lender gives Portal users the ability to utilize the Favorites functionality. Also, if needed, it gives the Lender Admin the ability to add custom successor language to that lender and make it available in the Approved Lender list.

To promote a Prospect Lender to become an Approved Lender, submit a ticket to the Customer Care Center.  In the ticket, please provide the name of the Prospect Lender you would like promoted to Approved Lender. Also, be sure to note in the ticket that this is a Stewart Access request and should be directly routed to the Lender Management Admin queue.

Portal users have the ability to mark an Approved Lender as a Favorite. The Favorites list is at the user level, so you can only see the Lenders you have marked as your favorites. This feature makes it easier and faster to select Approved Lenders that you frequently associate with Files, CPLs and/or Jackets by clicking the Star icon in the Add Lender box to search for an existing lender.

For Stewart Access Portal application users and other external TPS Integrations, prefix numbers will no longer be part of your serial number. However, the Prefix is available for viewing purposes only in the lower left corner of the form.

For AIM+ users, the prefix is still visible on the Policy screen but is not issued as part of the serial number.

The Stewart Access Lender email address field only holds 50 characters; however, the RamQuest Lender email address field holds 100 characters and will soon extend to 500.

If more than 50 characters are entered in the Lender email address in the RamQuest/Stewart Access integration, it will fail and the user will receive an "Unexpected Error" and will not be able to proceed until only 50 characters are in the Lender address field on the RamQuest side.

The Texas Department of Insurance requires that a notification be included with each policy that provides customers with contact information for the Title Insurance Agent and Texas Department of Insurance. This is to allow the customer to obtain information or make a complaint if needed. In order to meet this requirement, the Complaint Notice is now included as the last page of all Stewart Access policy and binder jackets.

Need more help?

If we haven't answered your question here, please email the Customer Care Center and include the following information:

  • Put "Stewart Access" in the Subject Line.
  • Enter "CPL" or "Jacket" in the body if the email and include your Agency ID and note which system you are using, Portal or one of our integrations (SoftPro, RamQuest, etc.)
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