RealPage IMS Reviews

IMS - Excellent Investor Platform

Comments: 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.

Our Investors Love It

Comments: Overall, the customer service and product have been outstanding and we have had a great experiencing using the product and our investors love it as well.

Pros:

The ability to fund and have investors fill out the esignature agreements and have that connect with the investor portal side, is so helpful and a great time saver. Our investors are able to have more access to their investments. IMS saves us so much time on the administrative side as well because of how great the CRM features are, how we can bulk upload K-1s, and distributions and easily email our investors. IMS has really help streamline our operations.

Cons:

I did feel like the implementation process was a lot of work with putting our data in a format that could be uploaded to IMS, but after that hurdle was overcome-- it was mostly smooth sailing. There are some features that have been glitchy or could use a little work, but on the grand scale, IMS is always updating and improving and adding features, so many of our concerns have been taken care of over time just because of platform upgrades/updates.

Looks good but has fundamental failures that impede our operations

Comments: 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.

IMS Review

Comments: Overall, IMS is a good product. Though it has its limitations, we are overall satisfied with its performance. They are constantly working at becoming an excellent product/service, but they have a little ways to go.

Pros:

I like that the support has a pretty quick turn-around and can usually answer all of my inquiries. I like that there is an email functionality embedded and that investors are generally able to retrieve their documents on the portal seamlessly. I like that they are always looking to improve the system and use feedback well.

Cons:

The customization is limited. Certain metrics that we have repeatedly asked for were not implemented. IMS refused to give us a customizable Investment Summary to deliver to our investors. The Investment Summary Statements were one of the main reasons we were excited to use IMS, and the customization of the statements again fell short of our expectations, so we needed to implement a third-party vendor who could grant us our Summary requests.

Love our IMS Portal!

Comments: 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!

Great customer service, easy to use!!

Comments: 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.

great software that is constantly getting better

Comments: It allows me to run lean and steam lines some of the most important back office components of my business.

Pros:

It has allowed me to run my business without hiring a single coder or developer. The IMS support team is always helpful and great at passing on feedback to their development team. New features are consistently being added and existing ones are always improving.

Cons:

There can be a bit of a learning curve but IMS-U as well as the support team is always helpful.

Great CRE Investor Portal

Comments: We are using IMS for investor reporting, secure document delivery and capital raising for new investment opportunities.

Pros:

We are a small commercial real estate investment management company that focuses on value-add real estate deals for qualified investors. We needed a platform to enhance the investor experience and provide transparency to the operations of our investor's assets. IMS has worked very well in doing just that. In addition it offers the functionality of creating efficiency in future capital raises. We are very happy with our decision to go with IMS.

Cons:

The setup of investors and assets in IMS is a touch cumbersome, but once uploaded and complete this is not an issue. This may also be a function of our small size and our lack of any in-house IT or admin personnel. This process was handled by the principal of the firm (me), who has limited technical background. The fact that we are able to get through the installation and upload process with only minimal problems can be considered a positive.

IMS Review

Comments: Overall experience is good.

Pros:

Ease of use, distributes the information we want to investors, customizable, customer service is quick

Cons:

There are several competitors with similar products that have better pricing

Very user-friendly. Helps us consolidate our many systems

Comments: Consolidating our existing systems and platforms

Pros:

Layout is easy to use, especially for investors. The visuals and charts make it simple for our clients to track their distributions and see what projects they are invested in.

Cons:

Customization is limited. We would like to have more custom reports generated and more integrations with other large software such as Infusionsoft, Parsey and Zapier.

My experience with IMS has been great! I love the user friendliness and ease to use.

Pros:

We used IMS to distribute K1s to our investors for the first time. In the past, we sent 100's of emails with the investors' K1s attached. IMS provided us with a safe platform to disseminate the investors information and provided greater efficiency in the process.

Cons:

I would like to see IMS calculate more complex waterfalls for our distribution process. Our waterfalls are complex and unique. And we've had to calculate the waterfalls manually along side IMS to ensure accuracy, because of different nuances each deal has. When we do calculate manually, it is double effort. And that does not improve efficiency. If IMS could automate this process, that would be fantastic.

Overall a great experience. IMS has been very beneficial for us and for our investors.

Comments: A place for investors to log in and view their investments, documents , etc.

Pros:

The ability for the investor to have all their information and documents in one place to review. We have received lots of positive feedback from our investors about IMS.

Cons:

Docusign is not a very robust system and has been disappointing. The coding abilities are lacking and it has been frustrating using it with its limitations.

Review

Pros:

When used properly, the final product presented to investors is refined and polished. Customer service is awesome.

Cons:

System requires some use/know-how before a seamless experience.

has taken a while to get the platform set up

Comments: Still in the production process so not sure yet

Pros:

I am able so store all of my information on the platform. The production team works hard with their clients to get set up. I also like the monthly platform updates.

Cons:

Not as easy to maneuver as I would like but I at least appreciate that they take suggestions and try to implement them

RealPage AIM

Comments: One of the best client services I've ever experienced. Reliable, hands-on, and fast responses to questions and suggestions.

Pros:

Very intuitive and loads of webinars and tutorials if one needs a refresher on certain components.

Cons:

Sometimes pages are slow to load, but we have a ton of data to crunch.

Great product - very needed in our space

Pros:

Intuitive Fast processing CRM features and statements are really good and improving even more every day based on customer feedback

Cons:

Waterfall drafts are done in a process, would like it to be more real time - maybe displayed on the organizational tree

Great Investor Portal Software

Comments: Time saver, keeps the clutter of multiple systems and tracking systems down to 1, allows us to spend less time monthly preparing distributions to investors.

Pros:

This software makes tracking numerous portals and deals easy and efficiently. We are able to send out Investor reports and information more effectively than trying to keep a log of every investor and what deals they are apart of and sending multiple emails. Investors in return can login to the portal and view documents and not have to worry about a missed email.

Cons:

The only complaint is setting up some of the more complicated calculations for distributions when there are waterfall calculations. We have had to reach out for help a couple times, but we have been provided with great assistance every time.

IMS provides scalability

Pros:

We have used IMS to create structure to our growing real estate business. There are thousands of important data points, and IMS allows us to manage it all with confidence.

Cons:

Like any complex software package, the learning curve is steep. Customer Success team will help, but it still takes time and commitment from the User.

RealPage AIM Review

Comments: The customer service agents, and account managers are very helpful.

Pros:

The software is intuitive, and easy to use. Further, the customization features make setting up distributions, emails, and investor profiles extremely easy.

Cons:

I have had zero issues with the software.

RealPage IMS Portal

Pros:

Provides a medium that allows our company to share investor data with our investors in an easy and efficient manor.

Cons:

Doesn’t have an app for even easier use.

RealPage IMS Review

Pros:

The client support is phenomenal. Both the assigned client contact and the customer support helpline are friendly and always have a quick answer allowing me to get on with my day.

Cons:

Some times it takes time to learn the functionality but the client support team is always there to help.

Excellent back of the office assistant

Comments: Our overall experience has been great. Our three objectives for our Firm and Investors was efficiencies on communicating, subscribing and transparency. The IMS platform assists us on all three, allowing us the time to stay focused on acquisitions.

Pros:

The ease of the CRM to connect and communicate with Investors.

Cons:

From an admin perspective it is difficult to navigate on the platform through a mobile device when you want to provide excellent customer service while on the go.

Controller-Small Company

Pros:

I enjoy the Investment tracking and ease of communication. Also being able to see how the investors see the portal makes it very simple to assist the investors.

Cons:

I'm still getting used to the software and don't have any complaints

IMS

Comments: get messages out quickly

Pros:

Investor views and quarterly reports are easy

Cons:

Hard to make changes and not easy to navigate

Most bang for your buck

Comments: RealPage IMS has really brought our investor relations to a new level.

Pros:

The investor portal is very clean and easy to navigate.

Cons:

Implementation and setting up waterfalls presented many challenges.