About RealPage IMS

IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, and advanced analytics. The platform gives real estate firms the tools to automate waterfall distribution calculations, improve relations with investors by providing full transparency, and drive asset performance through actionable insights.

The IMS Platform aims to increase efficiency and help businesses save time by automating tasks such as distribution waterfall calculations and distribution workflows. The waterfall tool facilitates the delegation, automation, and distribution of sponsorship funds, and the in-built calculator produces sums based on pre-defined, associated rules and historical investment data.

Investor dashboards enable users to provide their real estate investors with complete transparency into current investment positions and performance, as well as distribution history. Dashboards are fully white-labeled and can be customized with the company logos and branding, and content can also be customized with the option to choose from a range of performance metrics. Investors also have access to distribution and performance data via the IMS Platform self-service mobile applications for investors. Documents can be accessed through the mobile app, and the IMP Platform facilitates document management in the form of secure storage, sharing, email notifications, automated K-1 upload, form parsing, and more.

The IMS Advanced Analytics module provides users with actionable insights into property performance, positive and negative trends, gross income, and other relevant metrics, through visual reports and dashboards. Data is automatically collected from the IMS Platform to create interactive reports and analytics.

Key benefits of RealPage IMS

  • Provide investors with tools such as the investor dashboard and investor self-service mobile apps for Android and iOS. Deliver dashboards to provide transparency into metrics such as performance, ownership percentages, distributions, and more.

  • Manage relationships with investors and stakeholders using IMS Platform’s in-built CRM. Benefit from a contact database, full interaction history, activity tracking, contact engagement reports, email tracking, and more.

  • Automate the distribution waterfall process by setting up workflows and defining distribution rules for waterfall calculations. All investment and waterfall data is provided in a single view, eliminating the need to manual entry.

  • Manage documents within the IMS Platform with the ability to securely store documents, share them with investors through the mobile portal, and setup permissions to control whether documents can be accessed by investors, or employees only.

  • Increase asset performance using data and analytics on revenue and expenses. Users can compare data for different properties and use this information to optimize property performance and identify opportunities.

  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English

    Images

    Investor dashboards provide investors with the insight they need on performance and distribution
    The in-built CRM allows users to manage their contact database and track activity
    IMS Platform facilitates the management of online investing
    Distribution waterfalls can be setup and workflows can be automated
    Dashboards are white-labeled so businesses can customize them with their logo and branding
    The mobile apps allow investors to view performance metrics and access documents
    Investors can view distribution data within the mobile app
    View 8 more
    RealPage IMS video
    RealPage IMS screenshot: Investor dashboards provide investors with the insight they need on performance and distribution RealPage IMS screenshot: The in-built CRM allows users to manage their contact database and track activity RealPage IMS screenshot: IMS Platform facilitates the management of online investing RealPage IMS screenshot: Distribution waterfalls can be setup and workflows can be automated RealPage IMS screenshot: Dashboards are white-labeled so businesses can customize them with their logo and branding RealPage IMS screenshot: The mobile apps allow investors to view performance metrics and access documents RealPage IMS screenshot: Investors can view distribution data within the mobile app

    Features

    Total features of RealPage IMS: 73

    • Access Controls/Permissions
    • Accounting
    • Activity Dashboard
    • Activity Tracking
    • Ad hoc Reporting
    • Alerts/Notifications
    • Asset Management
    • Audit Trail
    • Benchmarking
    • Bulk Send
    • CRM
    • Cash Flow Analysis
    • Client Management
    • Client Portal
    • Client/Property Matching
    • Communication Management
    • Compliance Tracking
    • Contact Database
    • Contact Management
    • Contract/License Management
    • Critical Date Alerts
    • Customizable Branding
    • Customizable Categories
    • Customizable Reports
    • Customizable Templates
    • Dashboard Creation
    • Data Import/Export
    • Data Visualization
    • Deal Management
    • Distribution Management
    • Document Management
    • Document Storage
    • Document Templates
    • Electronic Signature
    • Email Marketing
    • Fee Management
    • File Sharing
    • For Brokers
    • For Investment Advisors
    • For Investors & Traders
    • For Property Managers
    • Fund Management
    • Graphical Workflow Editor
    • Historical Reporting
    • Interaction Tracking
    • Interaction Tracking
    • Investments Tracking
    • Lead Management
    • Mobile Access
    • Modeling & Simulation
    • Performance Metrics
    • Portfolio Management
    • Portfolio Rebalancing
    • Real Estate
    • Real Time Notifications
    • Reporting & Statistics
    • Reporting/Analytics
    • Risk Management
    • Role-Based Permissions
    • SSL Security
    • Search/Filter
    • Secure Data Storage
    • Security Auditing
    • Segmentation
    • Self Service Portal
    • Strategic Planning
    • Summary Reports
    • Tagging
    • Task Management
    • Third Party Integrations
    • Transaction Review
    • Visual Analytics
    • Workflow Management

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    Reviews

    Overall rating

    4,7 /5
    (62)
    Value for Money
    4,5/5
    Features
    4,4/5
    Ease of Use
    4,4/5
    Customer Support
    4,7/5

    Already have RealPage IMS?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 62
    Michael P.
    Overall rating
    • Industry: Real Estate
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    IMS - Excellent Investor Platform

    Reviewed on 2019/03/19

    IMS has helped us communicate much more efficiently with our investors.

    IMS has helped us communicate much more efficiently with our investors.

    Pros

    We have used IMS for 2 years or so and we have enjoyed working with IMS and their entire staff. The system gave us an affordable, efficient and very robust way to keep track of (CRM) our investors, raise money, make distributions, and communicate with our 100 plus investors.

    Cons

    I do not have any negatives to report regarding IMS.

    Nick C.
    Overall rating
    • Industry: Real Estate
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Love our IMS Portal!

    Reviewed on 2020/05/02

    Great product! We reached out to other operators in the real estate syndication business and they...

    Great product! We reached out to other operators in the real estate syndication business and they said this is one of the top portals to use for investors.

    Pros

    Ease of use for us as admins and for our investors. We have had several compliments on how easy it is to find info about their investments and the documents associated with them. We also love the ability to have our investors do online signatures, very quick and easy.

    Cons

    So many features it may take some time before we learn what they are and how to use them, which is a good thing!

    Christopher B.
    Overall rating
    • Industry: Real Estate
    • Company size: 201-500 Employees
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 2.0 /10

    Looks good but has fundamental failures that impede our operations

    Reviewed on 2020/12/29

    I'm going to be taking a good hard look at Juniper Square in 2021.

    I'm going to be taking a good hard look at Juniper Square in 2021.

    Pros

    The aesthetic and ability for our investors to have a reputable platform to access investment performance information.

    Cons

    Every time we have a simple transfer of equity it completely throws off our waterfall calculations. We've addressed this numerous times with no meaningful resolution or explanation, and the longer it continues the more the problem compounds.

    Peter G.
    Overall rating
    • Industry: Real Estate
    • Company size: 2-10 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Highly Recommended

    Reviewed on 2021/01/15

    From the start the IMS staff have been incredibly professional, courteous, responsive, and just...

    From the start the IMS staff have been incredibly professional, courteous, responsive, and just nice people. That makes a huge difference.

    Pros

    The software itself was very easy to use. We had a slightly different need when we started and the staff at IMS was great to respond to our needs. Over the next couple of months we made some modifications that were perfect for our internal needs and for our clients.

    Cons

    As developers we needed a slightly different project description page for our investors, but IMS made a few changes and worked with us closely to make sure our end product did what it was supposed to.

    Brett H.
    Overall rating
    • Industry: Real Estate
    • Company size: 2-10 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Great customer service, easy to use!!

    Reviewed on 2020/09/16

    Overall, very happy that we moved over to them because it has saved us a lot of headaches and time...

    Overall, very happy that we moved over to them because it has saved us a lot of headaches and time with managing our capital partners...

    Pros

    I like the efficiencies and time that it saves. It also helps us to be more process oriented and in control of our touch points with investors. The software is constantly being improved and bugs are quickly fixed. Very happy with the responsiveness and engagement from customer service and our account rep! The new portal is much more design forward and it really blends in nicely as a white-labeled back end software tied to our existing website.

    Cons

    I didn't like that there were still some bugs to work out (which to be clear have been fixed) and there were some fixes that needed to occur after we initially adopted it. I didn't like the earlier design options since we were trying to blend it seamlessly into our branding and "look". Fortunately, improvements and fixes are always occurring and IMS has been great to work with.

    Showing 5 reviews of 62 Read all reviews

    RealPage IMS FAQs

    Below are some frequently asked questions for RealPage IMS.

    RealPage IMS offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Not Available

    Multiple plans are available for different business goals. Contact IMS for a pricing quote.

    We do not have any information about RealPage IMS features

    RealPage IMS has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    RealPage IMS supports the following languages:

    English

    RealPage IMS supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    RealPage IMS integrates with the following applications:

    DocuSign, Gmail, Google Analytics, Google Maps, Mailchimp, Microsoft Outlook, Rent Manager

    RealPage IMS offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

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