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?
Can I copy a template file to open a new order? When you use the Copy File functionality, you can significantly reduce keystrokes and data entry. Learn more about Copying Template Files and keep a handy quick reference next to you so your workflow continues to run efficiently.
Visit Stewart University for available live, instructor-led webinars.
For immediate training or a refresher on a specific topic, refer to the following training resources.
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.
|Overview||Recorded Webinar||2 hrs 10 min|
|New Features 4.8||Demo||10 min|
|Toolbars, Keystrokes, and Shortcut Keys||Quick 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.
|Searching for Files||Tutorial||2 min|
|Batch Tracking Files||Quick 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.
|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.
|Adding a Party in Order Entry to Party Setup||Tutorial||7 min|
|Copying Template Files to New Orders||Tutorial||3 min|
|Copying Template Files to New Orders||Quick Reference|
|Patriot Search Act - All Parties||Tutorial||2 min|
|Opening Orders||Recorded Webinar||39 min|
|Order Entry Enhancements||Demo||12 min|
|Order Entry Enhancements||Recorded Webinar||13 min|
|Order Entry Overview||Quick Reference|
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|
|Orphan Endorsements||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|
|Preparing Documents||Recorded Webinar||27 min|
|Navigating Through Documents||Demo||8 min|
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.
|AIM+ 2010 HUD||Recorded Webinar||1 hr 30 min|
|Closing - 2010 HUD||Quick Reference|
|Curing Tolerance for Transfer Taxes||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|
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.
|Managing 1099-S Records||Tutorial||8 min|
|Reporting IRS Transactions||Tutorial||11 min|
|Setting Up AIM+ for Reporting IRS Transactions||Tutorial||5 min|
With Disbursements, you can organize and manage receipts and disbursements associated with the closing transaction. To learn more about Disbursments, click the link below.
|Disbursement Functions||Quick Reference|
|Editing Disbursement Payees and Remarks||Tutorial||7 min|
|Grouping and Ungrouping Disbursements||Tutorial||8 min|
|Splitting and Unsplitting Disbursements||Tutorial||8 min|
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.
|Adjusting Checks||Tutorial||2 min|
|Adjusting Receipts||Tutorial||4 min|
|Preparing Deposit Slips||Tutorial||2 min|
|Reconciling Transactions||Tutorial||4 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.
|What's New in 4.2?||Recorded Webinar||20 min|
|Management Console||Demo||8 min|
|Understanding Company Options||Recorded Webinar||25 min|
|Setting Up Custom Report Disbursement Groups||Recorded Webinar||15 min|
|Using Management Console||Recorded Webinar||40 min|
Invoicing makes it easy to create invoices associated with an AIM+ order. To learn more about Invoicing, click the links below.
|Preparing and Posting Invoices||Tutorial||7 min|
|Applying Payments to Invoices||Tutorial||9 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.
|Associating AIM+ Parties with SureClose Contacts||Quick Reference|
|Creating SureClose Transaction Files in AIM+ 4.2||Recorded Webinar||25 min|
|Sending Orders and Documents to SureClose||Quick Reference|
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.
|Customizing Closing Templates||Recorded Webinar||8 min|
|Customizing Closing Templates||Tutorial||6 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.
|Setting Up Investment Accounts||Quick Reference|
|Using Positive Pay||Tutorial||5 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.
|Adding and Deleting Instruction Text||Tutorial||2 min|
|Adding and Inactivating Business/Person Types||Tutorial||2 min|
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.
|Adding a Builder to Party Setup||Tutorial||2 min|
|Adding a Lender to Party Setup||Tutorial||2 min|
|Associating AIM+ Parties with SureClose Contacts||Quick Reference|
|Reassigning Party Contacts||Tutorial||2 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.
|WIMS Release Notes 1.132||Release Notes|
|WIMS Release Notes 1.131||Release Notes|
|WIMS Release Notes 1.13||Release Notes|
|WIMS Release Notes||Release Notes|
|Incoming Wires||Demo||10 min|
|Outgoing Wires||Demo||13 min|
|Internal Control Requests||Demo||11 min|
|Approval Process||Demo||8 min|
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.
|May 17, 2013||4.9||Release Notes||Demo|
|January 18, 2013||4.8||Release Notes||Demo|
|September 7, 2012||4.7||Release Notes||Demo|
|May 18, 2012||4.6||Release Notes||Demo|
|February 17, 2012||4.5.3||Release Notes|
|November 18, 2011||4.5.1||Release Notes|
|October 7, 2011||4.5||Release Notes||Demo|
|August 19, 2011||4.4.5||Release Notes|
|July 1, 2011||4.4||Release Notes||Demo|
|February 19, 2011||4.3||Release Notes||Demo|
|December 3, 2010||4.2.5||Release Notes||Demo|
|September 18, 2010||4.2||Release Notes||Demo|
|July 17, 2010||4.1.1||Release Notes|
|June 19, 2010||4.1.||Release Notes||Demo|
|April 24, 2010||4.0.1||Release Notes|