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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 Employment Data: Digitized Paystubs and W-2s

Looking for more options when underwriting income? Learn how this enhanced feature in Loan Product Advisor® asset and income modeler (AIM) gives you more possibilities.

Featured Learning

AIM for Income Using Employment Data with Digitized Paystubs and W-2s

Add another tool to your digital toolkit so you can originate with ease. Learn how we have enhanced AIM for income using employment data to include digitized paystub and W-2 data, combining the automation of an API & Loan Product Advisor®, giving you an early view into LPA’s income calculation.

The Power of One Asset Verification Report with Loan Product Advisor®

Harness the power of using one asset verification report with Loan Product Advisor® to automate the assessment of the borrower’s assets, income and employment. In this webinar, learn how to use the automation in LPA to save time, reduce errors, and lower costs.

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.

AIM for Income Using Employment Data

Come learn about AIM for Income using employment data! We’ll discuss how Loan Product Advisor® asset and income modeler (AIM) can potentially close loans faster and reduce errors when working with employed borrowers.

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.

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.

Educational Resources

Reference Tools

Tutorials

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