Self-Paced Learning

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.

TopicTypeDuration
AIM+ Order EntryTutorial6 min
AIM+ Document ProductionTutorial9 min
AIM+ Closing DisclosureTutorial5 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.

TopicTypeDuration
Toolbars, Keystrokes, and Shortcut KeysQuick 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.

TopicTypeDuration
Batch Tracking FilesQuick Reference
File Searching in AIM+Quick Reference

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.
TopicTypeDuration
AIM+ Order EntryTutorial6 min
Copying Template Files to Existing Orders
Quick Reference
Copying Template Files to New OrdersQuick Reference
Order Entry at a GlanceQuick Reference
Private Party FinancingQuick 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.
TopicTypeDuration
Preparing PoliciesQuick Reference
Issuing Orphan EndorsementsQuick Reference
Policy Register ReportQuick Reference
Transmitting PoliciesQuick Reference
Policy Inventory ReportQuick Reference
Add Overlimit Authorization CodeQuick 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.
TopicTypeDuration
AIM+ Document ProductionTutorial9 min
Document Editor Toolbars and Keyboard Shortcut KeysQuick Reference
E-SignaturesQuick Reference
Hyperlinking DocumentsQuick Reference
Instructions for Viewing Linked CommitmentsQuick Reference
Preparing DocumentsRecorded Webinar1 hr 15 min
Using BP (BoilerPlate) FormsQuick Reference
End User Troubleshooting GuideQuick 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.

TopicTypeDuration
Closing DisclosureTutorial5 min
Closing Disclosure BasicsQuick Reference
CD Reference GuideQuick Reference
CD and HUD Line NumbersQuick Reference
Balancing CD to Settlement StatementQuick Reference
2nd Policy on CDQuick Reference
Disbursement TasksQuick Reference
Printing a Refinance Closing DisclosureQuick Reference
Title Insurance Screen Changes FAQsQuick Reference
Entering Earnest Money Retained by Real Estate AgentQuick Reference
CFPB SI CalculationQuick Reference
Jump LineQuick Reference
Closing - 2010 HUDQuick Reference
Inside the 2010 HUD Settlement StatementQuick 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.
TopicTypeDuration
Reporting IRS TransactionsQuick Reference
1099-S CorrectionsQuick Reference
Printing 1099-S Listing ReportsQuick 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.

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.

TopicTypeDuration
Creating a Shipping LabelQuick Reference

Invoicing

Invoicing
Invoicing makes it easy to create invoices associated with an AIM+ order. To learn more about Invoicing, click the links below.
TopicTypeDuration
Voiding an Invoice with a PaymentQuick 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.
TopicTypeDuration
Consolidated DisbursementsQuick Reference
Deposit Slip WriterQuick Reference
Escrow Accounting ReconciliationQuick Reference
Removing a Cancel or Stop PaymentQuick 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.
TopicTypeDuration
Using Management ConsoleQuick 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.
TopicTypeDuration
AFW File SearchQuick Reference
AFW to AIM+ Order ImportQuick Reference
AFW File Search - Import AFW Multi-Line ElementsQuick Reference
AFW File Search - Import AFW Order DataQuick Reference
AFW Management Console Policy Transmittal SearchQuick Reference
AFW Search Utility DocumentsQuick Reference
AFW Transaction InquiryQuick Reference

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.
TopicTypeDuration
Associating AIM+ Parties with SureCloseQuick Reference
Sending Orders and Document to SureCloseQuick Reference

Lender Connect - Agency

Learn more about Real/EC Lender Connect Integrations with AIM+ by clicking the links below.
TopicTypeDuration
Lender Connect Closing Insight Reference GuideReference Guide
Lender Connect Event Code Process PointsReference Guide
Lender Connect Data SourceReference Guide
Lender Connect Company Level Reference GuideReference Guide
Lender Connect File Level Reference GuideReference Guide
Lender Connect CollaborationsReference Guide

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.

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.
TopicTypeDuration
Closing SetupQuick Reference
Customizing Closing TemplatesRecorded Webinar8 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.
TopicTypeDuration
Setting Up Investment AccountsQuick 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.
TopicTypeDuration
Using Shipping SetupQuick 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.
TopicTypeDuration
Using Encompass with AIM+User Guide
Lender Connect Event Code Process PointsReference Guide
Lender Connect Data SourceReference Guide
Lender Connect Company Level Reference GuideReference Guide
Lender Connect File Level Reference GuideReference Guide
Lender Connect CollaborationsReference Guide
Lender Connect High Level Process PointsReference Guide
Stewart Connect Lender CollaborationRecorded Webinar1 hr
142