How can we help?

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


    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


    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
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request