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System Overview

System Navigation - Top-Page Action Bar: Categorized sections of IMS that offer subsections for direct system navigation to key features:

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  • Home - Default landing page upon login. Shows each CRE property and/or Fund as an interactive tile that drives total portfolio metrics based upon data that is entered into the system.
  • Projects:
    1. Project List - View and manage all of your projects.
    2. Assets - Add new assets and images associated to your projects.
    3. Entities - Manage all of your entities associated to your projects.
    4. Loans - Add and edit all of your loans.
    5. Investor Portal - Access the investor dashboard and offerings available
  • Documents:
    1. Personal & Project Documents - Manage all of your personal and project investor documents.
    2. Investor Statements - Create and publish personalized investor reports.
    3. eSignature Templates - Create electronic signing document templates for use in capital raises.
  • CRM:
    1. Contacts - Manage relationships with your investors and stakeholders.
    2. Email Campaigns - Create, send, and view past emails to your investors.
    3. Segments - Create groups of contacts that match a set of criteria you've defined.
    4. Activity Log - Track investor engagement and activity.
  • Task Manager: Schedule tasks associated with your investors and/or IMS admin Team Members.

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Global Search - Use keywords to quickly search and navigate to a specific contact, asset, entity, or project in IMS. This magnifying glass icon can be found on the top right-hand side of the page:

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Jump-To Icons - Quickly jump to the Email Campaigns landing page, your in-app notification panel, or the IMS Helpcenter landing page:

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Profile & Preferences:

  • My Profile - Preferences that are specific to your Team Member profile as well as exports containing sensitive data (Sensitive Data Export, NACHA files) 
  • Admin Settings - Settings that are associated with IMS Admins
  • Investor Settings - Settings that are associated with investors who have access to the Investor Portal
  • Import Data - The ability to import distributions into IMS through an Excel template.
  • Logout - This will log you out of the IMS system.

Admin Settings (High-level) 

Investor Settings (High-level) 

Equity (High-level) – Separate training, if needed:

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