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New User Training Checklist - PDF

  1. New User Training Checklist
    (Updated 05/14/2018)

    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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