Stewart Access Training Center

Welcome to the Stewart Access Training Center! We hope you find the information on this page useful as you begin to use Stewart Access.

Did You Know?

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.

Stewart Access 1.8.1 deployed Friday, January 13, 2017. Refer to the latest Release Communication for details on enhancements and fixed defects.

For more information on Known Issues with this release, refer to Stewart Access Known Issues.

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 on the Stewart Access Known Issues site.

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 Aprroved 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.

Secondary Lender CPL Requirements

If a transaction has more than one Lender, each Lender is required to have its own Closing Protection Letter (CPL).

CPLs issued via Stewart Access and AIM+ are now included in your transmittal to Policy Services. You no longer need to use the existing workaround in AIM+ to remit the CPL premium by selecting the Endorsement with the Trans Code 660.

Please Note: For any existing ICLs done in the ICL legacy system prior to transitioning to Stewart Access will still need to be reported in AIM+ by selecting the Endorsement with Trans Code 660.

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.

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. Click the version you want to view or print.

Stewart Access provides you with a set of product ordering modules designed to search, create and update your file and product records in Stewart Access using a simple browser interface. To learn more about Stewart Access, click the links below.

TitleTypeDuration
Stewart Access Portal 1.7.4Release Notes

The documents below will assist you with the creation of a new or editing of an existing Closing Protection Letter (CPL).

The documents in this section will help you learn how to add or work with policy jackets in Stewart Access.

Stewart Access integrates with other Stewart programs so you can work faster and communicate better. To learn more about integrations, click the links below.

TitleTypeDuration
Creating a Post Policy EndorsementQuick Reference

Transaction Rate Codes drive premium rate calculations in some states. To learn more about how and when to use Transaction Rate Codes, please reference the Transaction Rate Codes Quick Reference Card below.

You can also reference the Transaction Rate Codes for each state by clicking the appropriate state listed below.

Learn more about each release by reading the Release Notes/Communications. Click the version you would like to view or print.

Learn more about each release by reading the Release Notes/Communications. Click the version you would like to view or print.

DateVersionNotes
January 13, 20171.8.1Release Communication
October 21, 20161.7.4Release Notes
September 30, 20161.7.3Release Notes
June 10, 20161.7Release Notes
April 1, 2016
1.6.1Release Notes
December 11, 20151.6Release Notes