Self Paced Learning

For new user training or a refresher on a specific topic, refer to the following training resources.

Preferred Browser
Internet Explorer is the preferred browser for the AIM+ Self-Guided Training Demos and Tutorials listed below. If you experience issues viewing in Chrome or Firefox, please access using Internet Explorer.

Stay tuned for the latest new user training from your AIM+ Trainer, Mark Buchanan.

TopicTypeDuration
AIM+ Order EntryTutorial6 min
AIM+ Document ProductionTutorial9 min
AIM+ Closing DisclosureTutorial5 min

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.

TopicTypeDuration
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.

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 and File Tracking, click the links below.

TopicTypeDuration
Searching for FilesTutorial2 min
Batch Tracking FilesQuick Reference

Order Entry

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.
TopicTypeDuration
AIM+ Order EntryTutorial6 min
Adding a Party in Order Entry to Party SetupTutorial7 min
Copying Template Files to Existing Orders
Quick Reference
Copying Template Files to New OrdersQuick Reference
Generating a New OrderTutorial6 min
Properties Data Entry Group OverviewDemo12 min
Parties Data Entry Group OverviewDemo12 min
Manually Adding a Party to the FileTutorial13 min
Adding a Party to the File from Setup for AgentsTutorial11 min
Receipting Earnest Money through Escrow AccountingTutorial12 min
Receipting Earnest Money on the FileTutorial10 min
Patriot Search Act - All PartiesTutorial2 min
Order Entry at a GlanceQuick Reference
Private Party FinancingQuick Reference

Policies & Endorsements

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.
TopicTypeDuration
Policy Reporting & TransmittalTutorial12 min
AIM+ Policy Register Report with Stewart Access IntegrationQuick Reference
Transmitting PoliciesQuick Reference
Policy Inventory ReportQuick Reference
Issuing Orphan EndorsementsQuick Reference
Preparing PoliciesQuick Reference

Documents

With Documents visually available on the screen, preparing documents is point-and-click easy. To learn more about Documents, click the links below.
TopicTypeDuration
AIM+ Document ProductionTutorial9 min
Auto Numbering in Title DocumentsDemo4 min
Changing Numbering and Numbering Styles in PlaceholdersDemo4 min
Customizing Signatory Lines and Notary AcknowledgementsDemo7 min
Document Editor Toolbars and Keyboard Shortcut KeysQuick Reference
E-SignaturesQuick Reference
Hyperlinking Documents in AIM+Quick Reference
Preparing DocumentsRecorded Webinar1 hr 15 min
Working with Document Signature BlocksTutorial11 min
Working with Notaries in DocumentsTutorial12 min
Navigating Through DocumentsDemo8 min

Closing & Disbursements

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.

With Disbursements, you can organize and manage receipts and disbursements associated with the closing transaction.

To learn more about Closing and Disbursements, click the links below.

TopicTypeDuration
AIM+ Closing DisclosureTutorial5 min
Title Insurance Screen Changes FAQsQuick Reference
AIM+ Closing Disclosure BasicsRecorded Webinar44 min
Closing - 2010 HUDQuick Reference
Inside the 2010 HUD Settlement StatementQuick Reference
Entering Title Insurance Premium SplitsTutorial 2 min
Entering Earnest Money Retained by Real Estate AgentQuick Reference
Patriot Search Act - HUD LineTutorial 2 min
Disbursement TasksQuick Reference
Editing Disbursement Payees and RemarksTutorial 7 min
Grouping and Ungrouping DisbursementsTutorial 8 min
Splitting and Unsplitting DisbursementsTutorial 8 min
Check Printer SetupTutorial 2 min
CD and HUD Line NumbersQuick Reference
CD Reference GuideQuick Reference
CFPB SI CalculationQuick Reference
Jump LineQuick Reference
Printing a Refinance Closing DisclosureQuick Reference

To learn more about Modules in AIM+, click the links below.

1099-S

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.
TopicTypeDuration
Managing 1099-S RecordsTutorial8 min
Reporting IRS TransactionsTutorial11 min
Setting Up AIM+ for Reporting IRS TransactionsTutorial5 min

Shipping

Using options within the Shipping module, you can quickly create FedEx® or UPS® shipping labels using information already in AIM+, view rates based on delivery options and track the status of the delivery.

Note: As a prerequisite, setup is required to use the new Shipping module.

If you do not have permissions to use the Admin Tool or Setup module, simply email the Customer Care Center and include the name of the person you would like to act as your Shipping Admin, and the names of persons you would like to give shipping rights to.

TopicTypeDuration
Creating a Shipping LabelQuick Reference

Invoicing

Invoicing
Invoicing makes it easy to create invoices associated with an AIM+ order. To learn more about Invoicing, click the links below.
TopicTypeDuration
Applying Payments to InvoicesTutorial9 min

Escrow Accounting

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.
TopicTypeDuration
Consolidated DisbursementsQuick Reference
Adjusting ChecksTutorial2 min
Deposit Slip WriterQuick Reference
Escrow Accounting ReconciliationQuick Reference
Preparing Deposit SlipsTutorial2 min
Reconciling TransactionsTutorial4 min

AIM+ integrates with a variety of programs so you can work faster and communicate better. To learn more about Integrations, click the links below.

Management Console

With the 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.
TopicTypeDuration
Using Management ConsoleQuick Reference

AIM for Windows

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.
TopicTypeDuration
AFW File SearchQuick Reference
AFW to AIM+ Order ImportQuick Reference
AFW File Search - Import AFW Multi-Line ElementsQuick Reference
AFW File Search - Import AFW Order DataQuick Reference
AFW Management Console Policy Transmittal SearchQuick Reference
AFW Search Utility DocumentsQuick Reference
AFW Transaction InquiryQuick Reference

SureClose Advantage

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.
TopicTypeDuration
Associating AIM+ Parties with SureCloseQuick Reference
Creating SureClose Transaction Files in AIM+ 4.2Recorded Webinar25 min
Sending Orders and Document to SureCloseQuick Reference
Sending a New File to SureClose for AgentsTutorial7 min

Lender Connect - Agency

Learn more about Real/EC Lender Connect Integrations with AIM+ by clicking the links below.
TopicTypeDuration
Lender Connect Closing Insight Reference GuideReference Guide
Lender Connect Event Code Process PointsReference Guide
Lender Connect Data SourceReference Guide
Lender Connect Company Level Reference GuideReference Guide
Lender Connect File Level Reference GuideReference Guide
Lender Connect CollaborationsReference Guide
Lender Connect Lender CollaborationRecorded Webinar35 min

To learn more about using Setup, click the links below.

Note: If you do not have permissions to use the Setup module and need help with getting set up, simply email the Customer Care Center.

Closing Setup

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 links below.
TopicTypeDuration
Closing SetupQuick Reference
Customizing Closing TemplatesRecorded Webinar8 min
Customizing Closing TemplatesTutorial6 min

Escrow Accounting Setup

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 links below.
TopicTypeDuration
Setting Up Investment AccountsQuick Reference
Using Positive PayTutorial5 min

Order Setup

In Order Setup, you can provide frequently used information in selection lists and reports. To learn more about Order Setup, click the links below.
TopicTypeDuration
Adding and Inactivating Business/Person TypesTutorial2 min

Party Setup

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.
TopicTypeDuration
Adding a Builder to Party SetupTutorial2 min
Adding a Lender to Party SetupTutorial2 min
Reassigning Party ContactsTutorial2 min

Shipping Setup

In Shipping Setup, you can set up your Shipping account with your designated shipping company, FedEx® or UPS®. To learn more about Shipping Setup, click the link below.
TopicTypeDuration
Using Shipping SetupQuick Reference

To learn more about Order Entry for Stewart Affiliates, click the links below.

Order Entry for Direct Operations

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.
TopicTypeDuration
Affiliate Order Entry ProcessDemo5 min
Adding a Party to the File from Setup for AffiliatesTutorial12 min
Sending a New File to SureClose for AffiliatesTutorial8 min

Lender Connect for Direct Operations

Learn more about Real/EC Lender Connect Integrations with AIM+ by clicking the links below.
TopicTypeDuration
Using Encompass with AIM+User Guide
Lender Connect Event Code Process PointsReference Guide
Lender Connect Data SourceReference Guide
Lender Connect Company Level Reference GuideReference Guide
Lender Connect File Level Reference GuideReference Guide
Lender Connect CollaborationsReference Guide
Lender Connect High Level Process PointsReference Guide
Stewart Connect Lender CollaborationRecorded Webinar1 hr

WIMS

To learn more about WIMS functionality and enhancements, click the link below.
TopicTypeDuration
Incoming WiresDemo10 min
Outgoing WiresDemo13 min
Internal Control RequestsDemo11 min
Approval ProcessDemo8 min
164