RealPage IMS

RATING:

4.5

(79)

About RealPage IMS

Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request tracking and email templates. The application enables users to store contact information, create investor profiles and monitor asset type preferences, regional preferences and investment criteria for multiple clients. Team members can use the waterfall calculator to create rule-based workflows for distribution calculation and export NACHA files to process payments. Additionally, investors can access the dashboard to view real-time investment positions, historical distribution data and customizable performance metrics. Investor Management Se...

RealPage IMS Pricing

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

Starting price: 

$1,000.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Investor Management Services dashboard screenshot
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RealPage IMS Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for RealPage IMS

1 - 5 of 79 Reviews

Anonymous

11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2019

A true game changer for our business

Huge time savings through automation of many investor-related processes. We are able to have staff focus on higher-level analytical as a result. Investors love all-in-one nature of the platform and really like the UX.

PROS

From day one we have really liked ACH distributions, waterfall calculations, CRM/email campaigns. We are very excited about the investor statements and capital call features.

CONS

We were very early clients so the functionality at the beginning wasn't as robust in the beginning as it is now. They are excellent about getting client input as they roll out new features.

Robert

Real Estate, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

2

Reviewed May 2021

IMS Bugs

PROS

the functionality of having an org chart as part of the build. the visual helps.

CONS

the system feels cumbersome. it takes a lot to build things out. recently there was/is a bug in the "commitment" feature which rendered it useless. as our company grows this is a critical feature and with it being non-functional it severely diminishes the benefit of IMS to the point of looking at other options. The commitment did not "push" new investors to complete their profile information as it was in the past, or should be and is through other streams within IMS. this resulted in new investors signing blank forms and the entire process having to be rebuilt, and redone. It made our company look very inexperienced in front of our new customers.

Reason for choosing RealPage IMS

pricing and referrals., waterfall functionality at the time was better than juniper square.

Tommy

Real Estate, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed January 2024

Falling behind on features

It was a good platform for our first foray into an investor portal, but the missing features quickly made it difficult for us to continue staying with the same platform.

PROS

The user interface for our investors was simple and easy to use. The features that the portal did have were intuitive as well.

CONS

There were just a lot of missing features like the ability to collect ACH payments within the portal and the ability to seamless verify our investors' accreditation statuses. The IMS team didn't really seem interested in building these features that their competitors are starting to offer.

Sherwin

Real Estate, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2020

RealPage AIM IMS Review

The customer service is awesome. Our relationship manager, [SENSITIVE CONTENT HIDDEN], has be great at responding to our emails and questions in a timely manner and setting up calls to go over the application. More "hands on" webinars and classes would be very helpful.

PROS

The ability to create trust and transparency with our investors by providing them information about their property and finances.

CONS

It's a bit of a learning curve to learn the application. The office hours and webinars are great and very helpful.

Reason for choosing RealPage IMS

RealPage AIM seemed to have the right applications and features we were looking for for our business.

Jennifer

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2019

Excellent Data

Due to the data captured in IMS, we are able to more easily provide data to our CPA for K-1 production. This has reduced the spreadsheets we would otherwise have to maintain. The functionality available for investors to complete Subscription Booklets online and obtain proof of Accreditation via VerifyInvestor has also been a huge improvement for us and our investors and has allowed us to raise as much as $27MM in equity in one month (fully complete/accurate paperwork; fully funded). In addition, the type of data we are able to collect at the CRM Contact level as well as at the investing entity level has helped us market to our investors appropriately whether we are doing a 506(b) or a 506(c) type of deal.

PROS

In looking at several products, the most important aspect for me is data. Is the type of data that I need to be able to search on or analyze later available for data capture? I look at functionality next. For us, IMS provides the best data out there for a company who raises Private Equity (we focus on Multifamily real estate). Although the user interfaces and functionality have not been as slick as some of the other products we have seen, upon deep review of those other products, they just do not collect the level of data we need them to. IMS has also been working to makeover their UIs to make them more intuitive and streamlined from a functional perspective. One of the other strengths in this software that I love is that IMS tends to build functionality where, as a sponsor, you can turn certain data or functionality on or off if it doesn't work for your company's processes/procedures. This provides flexibility that allows their multiple sponsors to handle certain processes and displays differently based on their specific needs. I have not seen this offered on other tools to the degree it is available on IMS. This is a great strength in this tool and huge win for the multiple sponsors.

CONS

In the past one of our biggest issues we ran into was functionality deployed that was not fully tested or where existing functionality was not fully regression tested. As a result we would run into bugs. However, this has changed dramatically in the past year. IMS is really taking care to fully test what they deploy.