New User Training Checklist (Legacy Investor Portal)

New to IMS? We’ve compiled a list of helpful skills to quickly become an expert!

101: Beginner

CRM:

1. How to Add and Edit a Contact
2. How to Sign in as an Investor
3. Edit Investor Profile Connections
4. How to Send Invitations to Investors
5. BCC Functionality

Document Management:

1. How to Upload Investor Documents
2. How to Upload an Asset/Class Level Document

201: Intermediate

Project Build:

1. Creating a New Project
2. New Offering Checklist
3. Adding an Investment and Invite to Invest

Misc:

1. Add a New Loan
2. Adding Images to Project
3. Exporting Entity Information

301: Expert

1. Adding and Exporting Distributions
2. Waterfall Rule Creation

            Waterfall 101, Waterfall 102

            Waterfall 201, Waterfall 202

     3. Running Distributions with Waterfall
     4. Investor Dashboard Preferences