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?

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.

Live Webinars

Visit Stewart University for available live, instructor-led webinars.

Self-Paced Learning

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

Overview

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.

Title Type Duration
Overview Recorded Webinar 2 hrs 10 min
New Features 4.8 Demo 10 min
Toolbars, Keystrokes, and Shortcut Keys Quick Reference  
File Tracking

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.

Title Type Duration
Searching for Files Tutorial 2 min
Batch Tracking Files Quick Reference
File Search

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.

Title Type Duration
Using Wild Card Characters Tutorial 4 min
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.

Title Type Duration
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  
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.

Title Type Duration
Producing Policies & Endorsements Tutorial 21 min
Policy Reporting & Transmittal Tutorial 12 min
Transmitting Policies Quick Reference  
Orphan Endorsements Quick 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.

Title Type Duration
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
Closing

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 Type Duration
AIM+ 2010 HUD Recorded Webinar 1 hr 30 min
Closing Quick Reference  
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
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.

Title Type Duration
Managing 1099-S Records Tutorial 8 min
Reporting IRS Transactions Tutorial 11 min
Setting Up AIM+ for Reporting IRS Transactions Tutorial 5 min
Disbursements

With Disbursements, you can organize and manage receipts and disbursements associated with the closing transaction. To learn more about Disbursments, click the link below.

Title Type Duration
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
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.

Title Type Duration
Adjusting Checks Tutorial 2 min
Adjusting Receipts Tutorial 4 min
Preparing Deposit Slips Tutorial 2 min
Reconciling Transactions Tutorial 4 min
Reports

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.

Title Type Duration
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

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

Title Type Duration
Preparing and Posting Invoices Tutorial 7 min
Applying Payments to Invoices Tutorial 9 min
Integrations

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

Title Type Duration
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  
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 link below.

Title Type Duration
Customizing Closing Templates Recorded Webinar 8 min
Customizing Closing Templates Tutorial 6 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 link below.

Title Type Duration
Setting Up Investment Accounts Quick Reference  
Using Positive Pay Tutorial 5 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.

Title Type Duration
Adding and Deleting Instruction Text Tutorial 2 min
Adding and Inactivating Business/Person Types Tutorial 2 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.

Title Type Duration
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
Affiliates

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.

Title Type Duration
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

Affiliate Order Entry Process

Demo 5 min

Check Printer Setup

Demo 2 min
Release Notes

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.

Date Version Notes New Features
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    

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Green Statement

We understand the importance of moving to green, and we're working toward that goal every day. And in the process of moving the real estate transaction process to green through technology, we hope to lead the way for our entire industry.