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AIM (Asset and Income Modeler) Training

Training resources to help you take advantage of automating your assessment of borrower’s income, assets and employment.

AIM for Income Using Tax Transcripts Clip

Explore how to leverage tax transcript data in automated income assessment with Loan Product Advisor using tax data.

Featured Learning

Power of One: One Report, Many Possibilities

Learn how combining the power of an asset verification report with many of our Loan Product Advisor capabilities can help you make home possible for more borrowers.

Power of One: Automate Employment Verification

Simplify employment verification by using Asset and Income Modeler (AIM).

AIM: 10-Day Pre-Closing Verification (PCV) Reference Tool

Learn about an automated solution to meet the 10-day PCV requirement using AIM to confirm a borrower’s employment through account data or payroll data from third-party service providers.

Exploring AIM Webinar

Simplify the lending process by learning how to decrease the documentation burden and close loans faster by leveraging automated capabilities.

AIM for Income Using Direct Deposits Webinar

Learn how to leverage AIM for income using direct deposits to save time when assessing the borrower’s income by using automation within Loan Product Advisor® to drive a more efficient loan origination process.

AIM for Income Using Direct Deposits with Paystubs

Learn how we have enhanced this capability to allow a borrower to upload a paystub to be included in the Loan Product Advisor assessment.

AIM for Income Using Tax Data

In this webinar, learn about how this can help you underwrite self-employed borrowers and potentially receive income R&W relief. We’ll discuss AIM for income using both tax returns and tax transcripts, eligibility requirements, scenarios and more – all to help reduce cycle times.

Educational Resources

Reference Tools

Tutorials

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