Welcome to the AIM+ Training Center! We hope you find the information on this page useful as you begin or continue to use AIM+.
If you are a StewartWorkPlace (SWP) user, open this page in a browser on your local desktop and not through SWP.
Looking for shortcuts to increase your productivity? Learn more about taking shortcuts without comprising quality.
Learn more about Document Editor Toolbars and Keyboard Shortcut Keys.
Tip: Check back for additional tips and shortcuts that could save you time and increase your productivity.
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 prepraration, closing, escrow accounting, file tracking, and management reporting to enhance the real estate process. To learn more about AIM+, click the links below.
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.
With File Search, you can search for files based on specific criteria, view and print the search results, or open a file from the search results. To learn more about File Search, click the link below.
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 link 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.
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.
Invoicing makes it easy to create invoices associated with an AIM+ order. To learn more about Invoicing, click the links below.
AIM+ integrates with SureClose so you can work faster and communicate better. To learn more about Integrations, click the links below.
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.
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.
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.