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  • New User Training Checklist (Legacy Investor Portal)
  • New User Training Checklist
  • IMS System Overview

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

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Related articles

  • Add, Modify, and Delete Contacts in the CRM
  • IMS System Overview
  • New Offering Checklist
  • User Invitation Template
  • New User Training Checklist

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