Educación y capacitación

Self-Paced Learning

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

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Internet Explorer is the preferred browser for the AIM+ Self-Guided Training Demos and Tutorials listed below. If you experience issues viewing in Chrome or Firefox, please access using Internet Explorer.

Stay tuned for the latest new user training from your AIM+ Trainer, Mark Buchanan.

Topic Type Duración
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 Duración
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 Duración
Batch Tracking Files Quick Reference
File Searching in AIM+ Quick Reference

Ingreso de pedidos

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 Duración
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

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.

Topic Type Duración
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

Documents

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 Duración
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

Closing & Disbursements

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 Duración
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.

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.

Topic Type Duración
Reporting IRS Transactions Quick Reference
1099-S Corrections Quick Reference
Printing 1099-S Listing Reports Quick Reference

Shipping

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.

Nota: 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 Duración
Creating a Shipping Label Quick Reference

Invoicing

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

Topic Type Duración
Voiding an Invoice with a Payment Quick Reference

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.

Topic Type Duración
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.

Management Console

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 Duración
Using Management Console Quick Reference

AIM for Windows

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.

SureClose

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 Duración
Associating AIM+ Parties with SureClose Quick Reference
Sending Orders and Document to SureClose Quick Reference

Lender Connect - Agency

Learn more about Real/EC Lender Connect Integrations with AIM+ by clicking the links below.

To learn more about using Setup, click the links below.

Nota: If you do not have permissions to use the Setup module and need help with getting set up, simply email the Customer Care Center.

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 links below.

Topic Type Duración
Closing Setup Quick Reference
Customizing Closing Templates Recorded Webinar 8 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 links below.

Topic Type Duración
Setting Up Investment Accounts Quick Reference

Shipping Setup

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 Duración
Using Shipping Setup Quick Reference

To learn more about Order Entry for Stewart Affiliates, click the links below.

Lender Connect for Direct Operations

Learn more about Real/EC Lender Connect Integrations with AIM+ by clicking the links below.

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