Appraisal Information Management

Know Your AIM

WHAT'S YOUR AIM?

Appraisal Information Management, AIM, is a simple but powerful tool for managing your appraisal business made by appraisers for appraisers. The system is built within the Google Sheets ecosystem but is more than just a spreadsheet. AIM provides quick data input for orders, job status tracking, and detailed insights into your business. Familiar spreadsheet layout, built-in navigational short-cuts, quick view of order statuses, and mobile access. Allow AIM to streamline your business management today!

FEATURES

Hub

The Hub contains the datasheets that you will interact with daily. The Orders tab is the heartbeat of AIM where you will enter all of your appraisal order data, manage appointments, track revisions, track your time, and record payments. The Hub also includes office management tools for messages, client requirements, and the ability to import orders from A la Mode Total and Appraise-it Pro.

Dashboard

The Dashboard is your daily driver in the Hub to easily see your week and track open orders in your office. Quick reference of orders in progress by report status, including past due reports, and weekly calendars for the current week for scheduled orders and reports due. New order lookup tool to quickly get details on all open orders.

Manager

The Manager sheet is a separate workbook for getting big-picture insights into your business. Utilize 30 analytics, track billings, and use Year-over-Year analysis to leverage your data to your advantage. Automatic deposit log, fee splits, check register, and gross profit and loss.

Collaborative - Work with your team in real-time.
Customizable - Numerous Themes to pick from or make your own.
Quick Data Entry - Many fields are drop-downs and configurable to you.
Assign Tasks - Built-in comments to communicate with staff and assign tasks.
Addons - Quick access to add-ons, including Google Calendar, Tasks, Maps, Keep, and others from within the system - no new tabs or webpages!
Data Import - Quickly Import Data from A la Mode Total and Appraise-It Pro
Client Requirements - List client-specific requirements on demand.
Message Tracking - Manage email and phone messages in one place.

30 Analytics - Track and adjust your business with detailed information.
Billing Management - Detailed billing to track receivables and past-due invoices.
Automatic Deposit Log for paid invoices and Check Register.
Automatic Fee Split per Month, per Appraiser.
Automatic Gross Profit and Loss Tracker by Month.
YoY Analysis - Track your business over time when you renew with us.
Support - Multiple ways to contact us, including remote support.
Mobile - Access anywhere with Google's native apps for Android and iPhone.

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