Meet AIM Assistant: 24/7 Access –100% Clarity – Next Level Tool

Loan change? Guideline question? Have a support request?

The AIM Assistant is now live on the AIM Partner Portal, and it’s about to redefine the way you work forever.

Welcome to the assistant that doesn’t sleep, doesn’t break the flow, and never sends you to voicemail.

Need a loan change request? Already in progress.
Got a Non-QM guideline question mid-loan? Answered.
You click, and AIM Assistant manages the rest. It’s like your personal assistant, only better.

What Can AIM Assistant Do for You?

Request Loan Changes in Seconds

From any page in the AIM Partner Portal, click the Assistant and choose your request type:

• Lock Change
• Loan Details Change

Submit in seconds and track Loan Change Requests right from the ‘My Requests’ screen. Stay tuned, soon you could track Lock Change Requests, too!

No emails. No guesswork. Just streamlined control over your pipeline.

Ask AI Guideline Assistant for Real-Time Guidance

Confused about Non-QM guidelines?
Don’t waste time digging through docs, just ask the AI.
It gives you instant and accurate answers so you can move forward with confidence.

24/7 Support: Always on Your Side

Need to contact AD Mortgage Partner Support or book a quick training session?
Use the Click Support button directly inside the Assistant.

Note: This connects you to the Partner Support Team and training options that keep you sharp.

Support Upgrades on the Way

• Live Call – Clicking opens a direct call to Support
• Email – Clicking opens your email client with a pre-filled message to Partner Support
• Learning Center – Clicking takes you directly to the Learning Center

How to Get Started  

1. Log in to the AIM Partner Portal.
2. Look for the AIM Assistant icon in the bottom right corner.
3. Click it and a dialog window will open.
   
4. Ask a question, request a change, or connect with support.
5. Done!

It’s available on every page, so it’s always right where you need it. AIM Assistant is ready. Are you?