New User Training Checklist

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. Email Campaigns
6. BCC Functionality
7. Segments

Document Management:

1. How to Upload Investor Documents
2. How to Upload Asset/Class Level Documents
3. How to Upload Project Level Documents

201: Intermediate

Project Build:

1. Creating a New CRE Project or a Fund
2. New Offering Checklist
3. Adding an Investment
4. Invite to Invest

Misc:

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

301: Expert

Waterfall/Distributions:

1. Waterfall Rule Creation
2. Running Distributions with Waterfall
3. Investor Dashboard Metrics

eSignature:

1. eSignature Document Checklist
2. eSignature Overview