SKYLINE blue overlay 40 percent.png

Client Resource Center 

Get the most out of RealPage IMS! Explore the latest best practice guides, sign up for training, and learn about product releases.

webinar logo

Next Webinar - Investor Portal 2020: What's New. What's new and what changed on the sponsor admin portal. Register Now!

event logo

Next Office Hours -  Get hands-on step by step technical training for setting up your new Investor Portals. Register Now!

CONTINUING EDUCATION

1-11

Learn how to leverage features of RealPage IMS while learning best practices and gaining actionable product insights.

Investor Portal 2020: What's New Learn about what new features are available on the sponsor admin portal and what things may have changed.

July 22, 2020 2:00-3:00 PM ET

CUSTOMER SUCCESS WEBINAR

Follow along live with Realpage IMS experts and engage with your peers in these interactive sessions, which showcase in-depth tutorials on how to utilize a specific feature within IMS.

Recurring Office Hours Beginning on July 23rd, join us every Tuesday or Thursday to learn how to set up your new Investor Portal 2020 and release the portal to your investors. 

Tuesday Sessions: 2:00-3:00 PM ET

Thursday Sessions: 4:00-5:00 PM ET

2-1

Participate in interactive trainings, learn about upcoming product features and releases, engage and network with other RealPage IMS users, and gain valuable industry insights from senior leaders at IMS.

Stay tuned for a Converge Workshop coming later this year!

ADDITIONAL RESOURCES

FEATURED PRODUCT RELEASES

Check out our latest features!

IMS gives Sponsors the ability to securely send subscription and offering documents to investors through our eSignature feature. When investing in a new deal, eSignature documents allow investors and countersigners to sign documents online, from any device or location. With eSignatures, you do not need to print the document, fill it out, scan it and email/fax it back. You can do that whole process on your computer, tablet, or phone, without any paper.

 

To help Sponsors prepare for tax season, IMS has made enhancements to the Personal and Project Document feature. Admins can now bulk upload documents such as K-1s and other tax documents, at scale.

 

Choose from 3 unique upload methods: K-1 Uploading, Manual Matching, or Upload by Filename.

Download our K-1 Best Practice Guide!

Create User Segments to Send Targeted Email Campaigns

Email Segmentation, the latest enhancement to the CRM, is a method that Sponsors can use to send highly targeted emails to investors or prospect groups by dividing contacts into smaller groups, or “segments.” Within the CRM, create segments of individuals based on set criteria such as project association or investment amounts. We recommend utilizing this feature when sending communications such as marketing emails, new deal announcements, and project updates.

Email Segmentation Release Announcement

 

IMS CUSTOMER NEWSLETTER

Stay up to date with all things happening at RealPage IMS!

Sneak peek of what you'll find inside:

  • Product Release Recap & Insights: Leverage "Bulk Document Uploader" to save time now and during tax season
  • Spotlight Feature Best Practices: Top five ways to leverage the CRM to connect with investors and boost investor engagement 
  • What's Happening In The Marketplace: Top trends in the CRE market, with a focus on Millennials as employees, investors, and industry colleagues
  • And much more, including a look inside our newest feature we've been working on! 

Read It Now!

Get insider knowledge with our customer-exclusive newsletter and see what we've been up to at IMS. 

Sneak peak of what you'll find inside:

  • Product Release Recap & Insights: "Email Segmentation" launched in Q2 as one of the most highly anticipated releases of the year 
  • Spotlight Feature Best Practices: Use Commitments and Capital Calls to explore new markets and gauge where investors want to invest next 
  • What's Happening In The Marketplace: Crowdfunding and Opportunity Zones are taking the CRE industry by storm
  • And much more, including what record IMS broke in Q2! 

Read It Now!

 

BEST PRACTICES

Get industry insights and best in class customer perspectives.

Browse our library of eBooks featuring in-depth thought leadership content relevant to the commercial real estate industry. 

Investor Relationship Management

Follow along with these checklists to learn how to leverage best practices and get the most out of IMS!

10 Ways to Boost Investor Engagement on Investor Portals

Check out what some of our clients are saying about us!

Review us on TrustPilot!

We know that mastering a new technology system can seem overwhelming, we are here to make sure you succeed! It’s no secret that everyone learns differently, that’s why we provide a variety of ways to learn the platform and get help along the way.

Have a topic or IMS feature you'd like to see covered in a Webinar or Office Hour? Please submit your request!