Stay tuned for the latest new user training from your AIM+ Trainer, Mark Buchanan.
For new user training or a refresher on a specific topic, refer to the following training resources.
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Stay tuned for the latest new user training from your AIM+ Trainer, Mark Buchanan.
Topic | Type | Duration |
---|---|---|
AIM+ Order Entry | Tutorial | 6 min |
AIM+ Document Production | Tutorial | 9 min |
AIM+ Closing Disclosure | Tutorial | 5 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.
Topic | Type | Duration |
---|---|---|
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.
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.
Topic | Type | Duration |
---|---|---|
Batch Tracking Files | Quick Reference | |
File Searching in AIM+ | Quick Reference |
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.
Topic | Type | Duration |
---|---|---|
AIM+ Order Entry | Tutorial | 6 min |
Copying Template Files to Existing Orders |
Quick Reference | |
Copying Template Files to New Orders | Quick Reference | |
Order Entry at a Glance | Quick Reference | |
Private Party Financing | 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.
Topic | Type | Duration |
---|---|---|
Preparing Policies | Quick Reference | |
Issuing Orphan Endorsements | Quick Reference | |
Policy Register Report | Quick Reference | |
Transmitting Policies | Quick Reference | |
Policy Inventory Report | Quick Reference | |
Add Overlimit Authorization Code | 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.
Topic | Type | Duration |
---|---|---|
AIM+ Document Production | Tutorial | 9 min |
Document Editor Toolbars and Keyboard Shortcut Keys | Quick Reference | |
E-Signatures | Quick Reference | |
Hyperlinking Documents | Quick Reference | |
Instructions for Viewing Linked Commitments | Quick Reference | |
Preparing Documents | Recorded Webinar | 1 hr 15 min |
Using BP (BoilerPlate) Forms | Quick Reference | |
End User Troubleshooting Guide | Quick Reference |
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.
Topic | Type | Duration |
---|---|---|
Closing Disclosure | Tutorial | 5 min |
Closing Disclosure Basics | Quick Reference | |
CD Reference Guide | Quick Reference | |
CD and HUD Line Numbers | Quick Reference | |
Balancing CD to Settlement Statement | Quick Reference | |
2nd Policy on CD | Quick Reference | |
Disbursement Tasks | Quick Reference | |
Printing a Refinance Closing Disclosure | Quick Reference | |
Title Insurance Screen Changes FAQs | Quick Reference | |
Entering Earnest Money Retained by Real Estate Agent | Quick Reference | |
CFPB SI Calculation | Quick Reference | |
Jump Line | Quick Reference | |
Closing - 2010 HUD | Quick Reference | |
Inside the 2010 HUD Settlement Statement | Quick Reference |
To learn more about Modules in AIM+, 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 links below.
Topic | Type | Duration |
---|---|---|
Reporting IRS Transactions | Quick Reference | |
1099-S Corrections | Quick Reference | |
Printing 1099-S Listing Reports | Quick Reference |
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.
Topic | Type | Duration |
---|---|---|
Creating a Shipping Label | Quick Reference |
Invoicing makes it easy to create invoices associated with an AIM+ order. To learn more about Invoicing, click the links below.
Topic | Type | Duration |
---|---|---|
Voiding an Invoice with a Payment | Quick Reference |
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.
Topic | Type | Duration |
---|---|---|
Consolidated Disbursements | Quick Reference | |
Deposit Slip Writer | Quick Reference | |
Escrow Accounting Reconciliation | Quick Reference | |
Removing a Cancel or Stop Payment | Quick Reference |
AIM+ integrates with a variety of programs so you can work faster and communicate better. To learn more about Integrations, click the links below.
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.
Topic | Type | Duration |
---|---|---|
Using Management Console | Quick Reference |
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.
Topic | Type | Duration |
---|---|---|
AFW File Search | Quick Reference | |
AFW to AIM+ Order Import | Quick Reference | |
AFW File Search - Import AFW Multi-Line Elements | Quick Reference | |
AFW File Search - Import AFW Order Data | Quick Reference | |
AFW Management Console Policy Transmittal Search | Quick Reference | |
AFW Search Utility Documents | Quick Reference | |
AFW Transaction Inquiry | Quick Reference |
AIM+ integrates with SureClose to help you streamline your operations by allowing you to create files and add documents directly from AIM+. Using SureClose, you can manage your business anytime, anywhere, from any computer with with Internet access. Learn more about this integration by clicking a link below. For more information about SureClose, select the SureClose Training Center from the menu on the left.
Topic | Type | Duration |
---|---|---|
Associating AIM+ Parties with SureClose | Quick Reference | |
Sending Orders and Document to SureClose | Quick Reference |
Learn more about Real/EC Lender Connect Integrations with AIM+ by clicking the links below.
Topic | Type | Duration |
---|---|---|
Lender Connect Closing Insight Reference Guide | Quick Reference | |
Lender Connect Event Code Process Points | Quick Reference | |
Lender Connect Data Source | Quick Reference | |
Lender Connect Company Level Reference Guide | Quick Reference | |
Lender Connect File Level Reference Guide | Quick Reference | |
Lender Connect Collaborations | Quick Reference |
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.
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.
Topic | Type | Duration |
---|---|---|
Closing Setup | Quick Reference | |
Customizing Closing Templates | Recorded Webinar | 8 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 links below.
Topic | Type | Duration |
---|---|---|
Setting Up Investment Accounts | Quick Reference |
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.
Topic | Type | Duration |
---|---|---|
Using Shipping Setup | Quick Reference |
To learn more about Order Entry for Stewart Affiliates, click the links below.
Learn more about Real/EC Lender Connect Integrations with AIM+ by clicking the links below.
Topic | Type | Duration |
---|---|---|
Using Encompass with AIM+ | User Guide | |
Lender Connect Event Code Process Points | Reference Guide | |
Lender Connect Data Source | Reference Guide | |
Lender Connect Company Level Reference Guide | Reference Guide | |
Lender Connect File Level Reference Guide | Reference Guide | |
Lender Connect Collaborations | Reference Guide | |
Lender Connect High Level Process Points | Reference Guide | |
Stewart Connect Lender Collaboration | Recorded Webinar | 1 hr |