| Session Name |
Class Description |
| AIM® for Windows® Integration: Accounting on Us |
This session covers:
• Integration Process Flows
• Data Exchanged
• Benefits/Customer Testimonials
• Demonstration of ASIU
• Financial Access Integration |
| AIM® for Windows® Order Entry and Document Preparation: Tips & Tricks |
This session covers:
• Stewart Order Entry- Electronic Ordering into AIM® for Windows®
• Order Entry Best Practices
• Copy Files for “Starters”
• Customer Database
• Digital Signatures on Docs
• SLE & MLE Best Practices
• Document Formatting Best Practices |
| SPARS: Accelerate Your Management Reporting |
This session covers:
• An Overview of Stewart Production Accounting Reporting System (SPARS)
• An Overview and Demonstratin of Daily Management Report |
| AIM+ : Fuel Your Business |
This session covers:
• History of AIM+
• Advantage of AIM+
• Overview of AIM+ Roadmap
• Hands-on Order Entry and Document Preparation |
| AIM® for Windows® Implementation: Get in the Groove |
This session covers:
• System Setup
• Policy Forms Preparation
• Migrating to 5.0.1
• Formatting
• Things to Avoid |
| AIM+: Cruise into the Next Generation |
This session covers:
• AIM® for Windows® to AIM+ Conversion
• Forms Conversion Utility
• Prior Files Approach
• Stewart Prior Files Overview |
| Close the Deal: Escrow Accounting and Closing Best Practices |
This session covers:
• Case Study: Review Process Key Site
• HUD Splitting/Unsplitting- Keeping HUD in Balance
• Customized HUD Templates
• Reconciliation
• Importance of Positive Pay/BSWA/SecurePay
• Security/Internal Controls |
| Turbo Charge Your Title Production with AIM® for Windows® 5.0.1 |
This session covers:
• Policy Preparation in AIM® for Windows® 5.0.1
• Setting Up Forms
• Electronic Reporting
• General Enhancements
• Defect Fixes |
| Navigate Your Title Search with AIM® for Windows® and ASA |
This session covers:
• What is Search Manager?
• What is Advance Search Analyst?
• Productivity Gains
• Turn Time Improvements
• Integrated Workflow |
| eClosings and Digital Signatures: The Ultimate Online Experience |
This session covers:
• Stewart’s eClosing Room
• Digital Signatures
• Setting Up Parties and Documents for eClosing Room
• eClosing Room Benefits
• Legalities of eSignatures and eRecording |
| SureClose®: Commercial File Maintainence |
This session covers:
• Setting Up Commercial Closing File Templates
• Task and Documents for Commercial Transactions
• Customer View |
| SureClose®: Managing Your Digital Documents |
This session covers:
• Uploading Directly to SureClose
• Creating and Using Barcodes
• E-mail and Fax Distribution
• Auto-Notifications
• Sharing Documents |
| SNAPP: Rev Up Your Rate Engines |
This session covers:
• An Overview of SNAPP
• Current Availability
• Basic and Advanced Sites
• What’s Upcoming?
• Hands-On Training |
| Beyond the Basics: AIM® for Windows® & SureClose® Integration |
This session covers:
• Setup Components
• Send Documents Setup
• SureClose Templates
• Corporate Document Library
• Workflow |
| AIM® for Windows® & SureClose® Integration: Maximize Your Troubleshooting Skills |
This session covers:
• Files Unable to Reach SureClose
• UTI Errors
• Duplicate Contacts
• AIM® for Windows® Documents connectivity to Placeholders in SureClose
• Connectivity Errors
• ECOR/Send Docs
• MIU
• User Best Practices |
| AIM® for Windows®: Utility Work Ahead |
This session covers:
• Quick Reconciliation 2 – Escrow Reconciliation Made Simple
• Sweeper 2.6 – Move orders and multiline information between multiple AIM® for Windows® databases or between trusted AIM® for Windows® sites
• Guaranty Fee Transfer – Eliminate printing checks for the Guaranty fees for each closing specific to TDI/Texas
• FileStor Import & AIM® for Windows® Linking – Scan and import efficiently and learn the advantages of linking to AIM® for Windows®. |
| Office Process Flows: Chart Your Course |
This session covers:
• Outlining Technology Process Flows
• General Best Practices |
| Order Management Solutions: Your Full Service Station |
This session covers:
• Intro and Demo of Stewart OE
• Intro and Demo of Real EC
• Electronic Ordering Capabilities
• AIM® for Windows® Integrations |
| Property Info®: Mastering the Real Estate Information Highway |
This session covers:
• Basic Property Research Tools
• Detailed Criteria Searches
• Producing Marketing Lists and Labels
• Creating Presentation Quality Property Profiles |
| SureClose® Shortcuts |
This session covers:
• Importing AIM® for Windows® files
• Managing Contacts
• Linking Tasks and Documents
• Printing Multiple Documents
• Replacing Documents
• Custom Calendar View |
| SureClose® 5.7and Beyond: Unleash the Power |
This session covers:
• New User Interface
• New Features and Functionality
• Prepare and Become the Expert Prior to the Release
• Beyond v 5.7 |
| SureClose®: Shift Into Successful Implementations |
This session covers:
• Getting Started - Setting up SureClose
• Manager Buy-In - Office Preparations
• Training Internal and External Customers
• Real Estate Agents/Lenders/etc.
• Marketing
• Continuing Education
• New Releases - Training on New Features |
| SureClose® Security Profiles: Unlock Your Learning Potential |
This session covers:
• Customizing and Using Security Profiles
• Assigning Security Profiles to the Appropriate Parties
• General and File Access
• Business Rules for Buyer and Seller Roles |
| SureClose®: Fine-tune Your Notification Types |
This session covers:
• Auto vs. Manual Notifications
• Task and Reminder Icons
• Reminders Functionality
• Creating Custom Messages for Notifications
• Appropriate Audiences for Notifications and Reminders |
| SureClose®: Connecting all Parties |
Stay ahead of the industry marketplace by learning how to review SureClose® in the Real-Estate environment. Interacting with Real Estate Agent, Vendors and Team MembersTips for interactions through SureClose® with non-Title users. |
| Day 1: Key Note Speaker |
Merging of the SureClose and AIM® worlds (new Stewart Transaction Solutions organization) and what this will mean for these products and the paperless transaction in the future |
| Day 2: Key Note Speaker |
|
| President's Session: "Planning Your Technology Future" |
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