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+.

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Did You Know?

AIM+ 6.7 Scheduled Maintenance deployed September 22, 2017. Refer to the latest Release Notes for details on enhancements and fixed defects. A copy of the latest Release Notes for Affiliates and Independent Agencies can be found in the Releases sections below. 

For more information on Known Issues with this release, refer to AIM+ Known Issues.

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.

Additional Training

Visit Stewart University for additional AIM+ training.

Self-Paced Learning

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.

TitleTypeDuration
New Features 5.2Demo15 min
Toolbars, Keystrokes, and Shortcut KeysQuick Reference

File Tracking makes it easy to open and view files, sort and search for files, and manage tracking locations that match your office workflow. To learn more about File Tracking, click the links below.

TitleTypeDuration
Searching for FilesTutorial2 min
Batch Tracking FilesQuick Reference

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.

TitleTypeDuration
Using Wild Card CharactersTutorial4 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.

With Documents visually available on the screen, preparing documents is point-and-click easy. To learn more about Documents, click the links below.

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.

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.

TitleTypeDuration
Adjusting ChecksTutorial2 min
Adjusting ReceiptsTutorial4 min
Deposit Slip WriterQuick Reference
Escrow Accounting ReconciliationQuick Reference
Preparing Deposit SlipsTutorial2 min
Reconciling TransactionsTutorial4 min

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.

TitleTypeDuration
Application OverviewRecorded Webinar45 min
Accounting ReportsRecorded Webinar29 min
Company CalendarRecorded Webinar16 min
Company OptionsRecorded Webinar37 min
Custom Reports/Disbursement GroupsRecorded Webinar26 min
Escrow AuditingRecorded Webinar46 min
Invoice ReportsRecorded Webinar20 min
Policy ReportsRecorded Webinar25 min
Release TrackingRecorded Webinar13 min
Turntime ReportsRecorded Webinar27 min
What's New in Versions 5.0 and 5.1Recorded Webinar25 mins
What's New in Versions 5.2 and 5.3Recorded Webinar32 mins
What's New in Versions 5.4Recorded Webinar19 mins
What's New in Versions 5.5Recorded Webinar8 mins
AIM+ Management Console (08/26/14) Recorded Webinar1 hr 14 mins
What’s New in version 5.6Recorded Webinar11 mins

Invoicing makes it easy to create invoices associated with an AIM+ order. To learn more about Invoicing, click the links below.

TitleTypeDuration
Preparing and Posting InvoicesTutorial7 min
Applying Payments to InvoicesTutorial9 min

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.

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.

TitleTypeDuration
Closing SetupQuick Reference
Customizing Closing TemplatesRecorded Webinar8 min
Customizing Closing TemplatesTutorial6 min

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.

TitleTypeDuration
Setting Up Investment AccountsQuick Reference
Using Positive PayTutorial5 min

In Order Setup, you can provide frequently used information in selection lists and reports. To learn more about Order Setup, click the links 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.

To learn more about WIMS functionality and enhancements, click the link below.

TitleTypeDuration
May 24, 2017Release Communication
September 19, 2016Release Notes
March 17, 2016Release Notes
May 22, 2015Release Notes
Incoming WiresDemo10 min
Outgoing WiresDemo13 min
Internal Control RequestsDemo11 min
Approval ProcessDemo8 min

With AIM+, Stewart Affiliates have access to state-of-the art software solutions. To learn more about functionality and enhancements for Stewart Affiliates, click the link below.

Learn more about Real/EC Lender Connect Integrations with AIM+ by clicking the links below.

For Agency
TitleTypeDate
Lender Connect Closing Insight Reference GuideReference Guide02/03/2016
Lender Connect Event Code Process PointsReference Guide03/17/2016
Lender Connect Data SourceReference Guide04/14/2016
Lender Connect Company Level Reference GuideReference Guide03/09/2016
Lender Connect File Level Reference GuideReference Guide03/09/2016
Lender Connect CollaborationsReference Guide02/29/2016
Lender Connect Lender Collaboration (duration 34:50)Recorded WebinarN/A
For Direct Operations
TitleTypeDate
Lender Connect Event Code Process PointsReference Guide03/17/2016
Lender Connect Data SourceReference Guide04/14/2016
Lender Connect Company Level Reference GuideReference Guide03/09/2016
Lender Connect File Level Reference GuideReference Guide03/09/2016
Lender Connect CollarborationsReference Guide03/24/2017
Lender Connect High Level Process PointsReference Guide02/26/2016
Stewart Connect Lender Collaboration (duration 59:04)Recorded Webinar3/15/2017

Learn more about the Consumer Financial Protection Bureau (CFPB) and how it affects Stewart.

TitleTypeDuration
CD and HUD Line Numbers
Quick Reference
CD Reference GuideQuick Reference
CFPB SI CalculationQuick Reference
Jump Line
Quick Reference
Printing a Refinance Closing DisclosureQuick Reference

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.

DateVersionNotesNew Features
Sept 22, 2017 (Direct Ops)6.7Release Communication
Sept 22, 2017 (Agency)6.7Release Communication
July 21, 2017 (Direct Ops)6.6.2Release Notes
July 21, 2017 (Agency)6.6.2Release Notes
June 23, 2017 (Direct Ops)6.6.1Release Communication
June 23, 2017 (Agency)6.6.1Release Communication
May 12, 2017 (Direct Ops)6.6Release Communication
May 12, 2017 (Agency)6.6Release Communication
March 3, 20176.5Release Notes
February 13, 2017Release Communication
December 9, 20166.4Release Notes
October 1, 20166.3Release Notes
August 19, 20166.2Release Notes
June 17, 20166.1Release Notes
April 15, 20166.0Release Notes
February 12, 20165.9Release Notes
December 18, 20155.8Release Notes
November 13, 20155.7Release Notes
October 16, 20155.4.4Release Notes
September 18, 20155.4.3Release Notes
August 7, 20155.4.2Release Notes
July 2, 20155.4Release Notes
January 23, 20155.3Release NotesDemo