AIM+ Training Center
Welcome to the AIM+ Training Center! We hope you find the information on this page useful as you begin or continue to use AIM+.
StewartWorkPlace Notice: If you are a StewartWorkPlace (SWP) user, open this page in a browser on your local desktop and not through SWP.
Firefox Users: By default, windows media files are downloaded and not streamed. Some recorded webinars on this page may require you to download a file prior to watching. To avoid downloading files, click Install the Windows Media Player Firefox Plugin.
Tip: Check back for additional tips and shortcuts that could save you time and increase your productivity.
What's New in AIM+
Visit Stewart University for additional AIM+ training.
For immediate training or a refresher on a specific topic, refer to the following training resources.
Learn more about each release by reading the Release Notes, or if available, by watching the New Features demonstration. Read through Release Notes to learn about everything included in the release. Watch the New Features demonstration for an overview of exciting new features added to the release. Click the version you want to view, print or watch.
AIM+ accelerates your workflow by improving order entry, document preparation, closing, escrow accounting, file tracking, and management reporting to enhance the real estate process. To learn more about AIM+, click the links below.
With File Search, you can search for files based on specific criteria, view and print the search results, or open the file from the search results. To learn more about File Search, click the link below.
|Using Wild Card Characters||Tutorial||4 min|
You can reduce keystrokes with a single point of data entry. Once you enter the order information, it flows throughout the application. To learn more about Order Entry, click the links below.
No need to send policy paper copies any more! Securely transmit policy register data and receive automated acknowledgement of transmitted data. To learn more about Policies and Endorsements, click the links below.
|Producing Policies & Endorsements||Tutorial||21 min|
|Policy Reporting & Transmittal||Tutorial||12 min|
|Transmitting Policies||Quick Reference|
|Policy Inventory Report||Quick Reference|
|Issuing Orphan Endorsements||Quick Reference|
|Policy Preparation (08/21/14)||Recorded Webinar||48 mins|
|Policy Transmittal (08/21/14)||Recorded Webinar||33 mins|
|Preparing Stewart Policies||Quick Reference|
With Documents visually available on the screen, preparing documents is point-and-click easy. To learn more about Documents, click the links below.
|Auto Numbering in Title Documents||Demo||4 min|
|Changing Numbering and Numbering Styles in Placeholders||Tutorial||4 min|
|Customizing Signatory Lines and Notary Acknowledgements||Demo||7 min|
|Document Editor Toolbars and Keyboard Shortcut Keys||Quick Reference|
|Hyperlinking Documents in AIM+||Quick Reference|
|Preparing Documents||Recorded Webinar||1 hr 15 min|
|Working with Document Signature Blocks||Tutorial||11 min|
|Working with Notaries in Documents||Tutorial||12 min|
|Navigating Through Documents||Demo||8 min|
|Basics of Document Preparation (08/19/14)||Recorded Webinar||49 mins|
|Tips & Tricks of Document Preparation(08/20/14)||Recorded Webinar||1 hr|
With easy-to-navigate HUD and Closing Statement forms, you can enter closing transaction information directly on the form. The default data and integrate premium calculations make your prepraration more efficient. To learn more about Closing, click the links below.
|Title Insurance Screen Changes FAQs||Quick Reference|
|AIM+ 2010 HUD||Recorded Webinar||27 min|
|Closing - 2010 HUD||Quick Reference|
|Entering Title Insurance Premium Splits||Tutorial||2 min|
|Entering Earnest Money Retained by Real Estate Agent||Quick Reference|
|Inside the 2010 HUD Settlement Statement||Demo||19 min|
|Inside the 2010 HUD Settlement Statement||Quick Reference|
|Patriot Search Act - HUD Line||Tutorial||2 min|
|Closing: HUD Entry Only (08/14/14)||Recorded Webinar||1 hr 9 mins|
|Closing: Disbursements Only (08/14/14)||Recorded Webinar||39 mins|
Prepare 1099-S IRS forms, worksheets, and reports and submit information electronically to the IRS. To learn more about 1099-S, click the links below.
With Disbursements, you can organize and manage receipts and disbursements associated with the closing transaction. To learn more about Disbursments, click the link below.
Using Escrow Accounting, your accounting processes are more efficient with accurate reporting, electronic reconciliation, and transaction inquiries. To learn more about Escrow Accounting, click the links below.
With the AIM+ Management Console tool at your fingertips, you can make quicker management decisions, be more competitive, and better direct your business. To learn more about Reports, click the link below.
|Application Overview||Recorded Webinar||45 min|
|Accounting Reports||Recorded Webinar||29 min|
|Company Calendar||Recorded Webinar||16 min|
|Company Options||Recorded Webinar||37 min|
|Custom Reports/Disbursement Groups||Recorded Webinar||26 min|
|Escrow Auditing||Recorded Webinar||46 min|
|Invoice Reports||Recorded Webinar||20 min|
|Policy Reports||Recorded Webinar||25 min|
|Release Tracking||Recorded Webinar||13 min|
|Turntime Reports||Recorded Webinar||27 min|
|What's New in Versions 5.0 and 5.1||Recorded Webinar||25 mins|
|What's New in Versions 5.2 and 5.3||Recorded Webinar||32 mins|
|What's New in Versions 5.4||Recorded Webinar||19 mins|
|What's New in Versions 5.5||Recorded Webinar||8 mins|
|AIM+ Management Console (08/26/14)||Recorded Webinar||1 hr 14 mins|
|What’s New in version 5.6||Recorded Webinar||11 mins|
AIM+ integrates with AIM for Windows® (AFW) so you can view and import data from your historical AFW files while working in AIM+. Please note that your AFW database may currently not be set up to perform these features. To learn more about AFW Integrations, click the links below.
|AFW File Search||Quick Reference|
|AFW to AIM+ Order Import||Quick Reference|
|AFW File Search - Import AFW Multi-Line Elements||Quick Reference|
|AFW File Search - Import AFW Order Data||Quick Reference|
|AFW Management Console Policy Transmittal Search||Quick Reference|
|AFW Search Utility Documents||Quick Reference|
|AFW Transaction Inquiry||Quick Reference|
AIM+ integrates with a variety of programs so you can work faster and communicate better. To learn more about Integrations, click the links below.
In Closing Setup, you can expedite the process of preparing the HUD Settlement Statement and Closing Statements by copying and customizing templates as well as selecting the standard information that defaults for every new HUD Line created. To learn more about Closing Setup, click the link below.
In Escrow Accounting Setup, you can set up bank information and bank accounts, associate escrow units with bank accounts, and create check formats. To learn more about Escrow Accounting Setup, click the link below.
With Party Setup, you can create parties with which your office transacts business on a regular basis. To learn more about Party Setup, click the links below.
Learn more about Real/EC Lender Connect Integrations with AIM+ by clicking the links below.
Learn more about the Consumer Financial Protection Bureau (CFPB) and how it affects Stewart.
Learn more about each release by reading the Release Notes and/or Communications, or if available, by watching the New Features demonstration. Read through Release Notes to learn about everything included in the release. Watch the New Features demonstration for an overview of exciting new features added to the release. Click the version you want to view, print or watch.
|March 3, 2017||6.5||Release Notes|
|February 13, 2017||Release Communication|
|December 9, 2016||6.4||Release Notes|
|October 1, 2016||6.3||Release Notes|
|August 19, 2016||6.2||Release Notes|
|June 17, 2016||6.1||Release Notes|
|April 15, 2016||6.0||Release Notes|
|February 12, 2016||5.9||Release Notes|
|December 18, 2015||5.8||Release Notes|
|November 13, 2015||5.7||Release Notes|
|October 16, 2015||5.4.4||Release Notes|
|September 18, 2015||5.4.3||Release Notes|
|August 7, 2015||5.4.2||Release Notes|
|July 2, 2015||5.4||Release Notes|
|January 23, 2015||5.3||Release Notes||Demo|