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Client Resource Center 

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

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The next customer success webinar Is: Save Time with IMS Integrations. Register Now!

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Join us at our first User Conference, InSites 2020, from May 4-6 in Charlotte, NC. Save the Date!



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

Save Time with IMS Integrations September 24, 2019 2:00-3:00 PM ET

Best In Class Customer Insights    October 24, 2019 2:00-3:00 PM ET

Commitments and Capital Calls   November 19, 2019 2:00-3:00 PM ET


Follow along live with 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.

Yardi and Wells Fargo Integration  September 26, 2019 1:30-2:00 PM ET

Documents and E-Signatures     October 29, 2019 1:30-2:00 PM ET

Commitments and Capital Calls November 21, 2019 1:30-2:00 PM ET


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

IMS Converge 

September 12, 2019 in Charlotte, NC


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Check out our latest features!

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



Stay up to date with all things happening at IMS! 

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!



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

Don't just take our word from it, hear from our clients who also leverage IMS to strategically manage investor relations, increase back office efficiencies, and raise equity faster. 

Reducing Spreadsheet Error & Boosting Investor Trust with IMS 

Creating Scalable Processes with IMS to Provide Investors with Timely Data and Insights

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!