Product Releases

At IMS, we are constantly striving to improve our application and make it more efficient, adaptable, and integrated with CRE's leading management systems.

Below is a list of product enhancements and new features that have launched within our application.

Introducing our Brand New Investor Portal

July 17, 2020

Included in this release:

  • New and improved Investor Portal
  • Updated, modern user interface
  • New investment and portfolio reporting
  • New email communication tracking

full details »

Collect Signatures from All Parties

March 27, 2020

Included in this release:

  • Secondary Signers on eSignature documents
  • Signers tab in the CRM

full details »

Generate Pro Forma Distributions

March 27, 2020

Included in this release:

  • Waterfall Projections Feature
  • Projections Investor Dashboard Metrics

full details »

Important Information at Your Fingertips

March 20, 2020

Included in this release:

  • Updated design on Investor Profiles in CRM
  • New left hand navigation
  • Easier access to important information

full details »

January 2020 Roundup

Jan 31, 2020

Included in this release:

  • eSignature Updates
    • Multiple Templates
    • Radio Buttons
    • Voiding Documents
  • Sensitive Data Access

full details »

New and Improved eSignature Documents

December 6, 2019

Included in this release:

  • Managing electronic signatures completely within the app
  • Drag-and-drop form fields
  • Applying countersigners and eSignature documents at the class level

full details »

See Important Details Quickly

December 6, 2019

Included in this release:

  • New and improved CRM columns
  • Fully customizable contact display
  • Additional information in CRM exports

full details »

Upload Documents at Scale

September 24, 2019

Included in this release:

  • K-1 Matching
  • Manual Matching
  • Upload by Filename

full details »

Process Distributions Without Leaving IMS

Sept 24, 2019

Included in this release:

  • Upgrades to Yardi® Integration
  • Yardi® Standard Interface Partnership Program

full details »

August 2019 Roundup

Included in this release:

  • Investor Relations Support Contact
  • Investor Dashboard Preferences - Annualized Cash on Cash YTD
  • Sponsor Task Notifications
  • NACHA Updates

full details »

Contact Investors Easily

June 28, 2019

Included in this release:

  • New Email Segment feature
  • Best Practices for using Email Segments

full details »

June 2019 Roundup

Included in this release:

  • Sponsor Notifications
  • Investor Relations Contact Details
  • KPI Dashboard Enhancements

full details »

Organize and Track Documents

June 12, 2019

Included in this release:

  • Documents tab added to CRM
  • Upload Documents directly from the Projects tab
  • Document tracking added

full details »

Streamlined Design & Functionality

March 28, 2019

Included in this release:

  • Top Navigation
  • Sign Up Configuration
  • Global Search

full details »

March 2019 Roundup

Included in this release:

  • Investor Statements - Append PDF
  • Custom Metrics
  • Customize Investor Dashboard

full details »

You've Raised The Money, Now It's Time To Collect

January 25, 2019

Included in this release:

  • Commitments and Capital Calls
  • Automated Email Metrics

full details »

Connect Globally, 24/7

January 3, 2019

Included in this release:

  • Mobile CRM
  • Yardi Integration

full details »

September 2018 Roundup

Included in this release:

  • Multiple Bank Accounts
  • International Bank Accounts
  • Equity tab interface updates

 

Increase Investor Transparency

August 27, 2018

Included in this release:

  • Investor Statements (beta)
  • Investor Profile level document folder

full details »

July 2018 Roundup

Included in this release:

  • Sensitive Data Download
  • Base Points
  • Enhanced Transfer Functionality
  • Document Email Notifications

full details »

May 2018 Roundup

Included in this release:

  • Import data (distribution batches)
  • Task Manager
  • Display Unpaid Preferred Returns and IRR Calculations
  • Batch Distribution Emails
  • Duplicate Emails

full details »

April 2018 Roundup

Included in this release:

  • Enhanced fund details page
  • Edit generated notifications on portal events performed on the portal
  • Enable/disable payment method(s) in which an investor can receive a distribution payment
  • Choose notification types for share communication contacts

full details »

Customize Investor Dashboards

March 6, 2018

Included in this release:

  • Custom Dashboard Preferences at the account level
  • Publish/Unpublish projects
  • Relaunched Help Center

full details »

Seamlessly Share Email Communications

January 30,2018

Included in this release:

  • Share communications for connected profiles
  • Countersignatures in DocuSign

full details »

December 2017 Roundup

Included in this release:

  • Bulk Email enhancements
  • Additional variables in DocuSign
  • External IDs field on Assets tab

 

November 2017 Roundup

Included in this release:

  • Partial transfers
  • Waterfall fee enhancement
  • Merge profiles

 

October 2017 Roundup

Included in this release:

  • Persistent search
  • Bookmark CRM tabs
  • Role added to Advanced Search
  • Ownership percentage added to CRM Investments Tab
  • Side letters
  • Waterfall audit enhancements
  • Enhanced entity export

full details »

Full Email Visibility

September 26, 2017

Included in this release:

  • Email tracking
  • Communication tab
  • Move investments
  • CRM export

 

August 2017 Roundup

Included in this release:

  • CRM updates
  • Waterfall rounding options
  • Project waterfall
  • Project level cap table

full details »

New and Improved Investor Portal

July 24, 2017

Included in this release:

  • Consolidated investor portal
  • Distribution detail breakout

 

June 2017 Roundup

Included in this release:

  • Entities are not included in the new Contacts tab
  • "Direct Investments" column
  • Filter capabilities
  • Bank Accounts tab within Contacts

full details »

May 2017 Roundup

Included in this release:

  • Project allocation chart
  • Dashboard display enhancements
  • Project photo and maps
  • View and edit consolidated investments

full details »

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