Logo
Submit a request
Sign in
  1. IMS Help Center
  2. Additional Resources
  3. New User Training

Menu

Articles in this section

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

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

 

 

Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request
Return to top

Related articles

  • IMS System Overview
  • Sign In as an Investor ("Masquerade")
  • New Offering Checklist
  • eSignature Document Checklist
  • Investing in a New Offering

Copyright © IMS Help Center. All rights reserved.

Zendesk Theme Designed by Diziana