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.

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Supported Operating System(s):

Web browser (OS agnostic)

74 Reviews of RealPage IMS

Average User Ratings

Overall

4.68 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(47)

47

4 stars

(12)

12

3 stars

(1)

1

2 stars

(2)

2

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 74 results

March 2019

Michael from MBP Capital, Inc.

Verified Reviewer

Company Size: 51-200 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

IMS - Excellent Investor Platform

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.

May 2021

Nicole from Investors Capital Group

Company Size: 11-50 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2021

Our Investors Love It

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.

Reasons for Choosing RealPage IMS

We like the price as well as the functionality.

Reasons for Switching to RealPage IMS

The other product was in the process of being built and was not fully developed and we were never able to get the product operational for investors.

December 2020

Christopher from Horizon Realty Advisors

Company Size: 201-500 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

1.0

Customer support

2.0

Functionality

3.0

December 2020

Looks good but has fundamental failures that impede our operations

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.

Reasons for Choosing RealPage IMS

At the time it seemed like a more cost effective solution.

Reasons for Switching to RealPage IMS

Because Realpage's original investment management platform had no investor facing functionality and was extremely antiquated.

June 2021

Rob from Albany Road Real Estate Partners

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2021

IMS Review

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.

Reasons for Choosing RealPage IMS

I joined the company and IMS had already been (somewhat) implemented, so I ran with it.

May 2020

Nick from Dreamstone Investments

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

Love our IMS Portal!

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!

Reasons for Choosing RealPage IMS

IMS has more users, bigger company so I know the support will be around for a long time. IDR was run by one guy and a team of VAs. While the IDR product offers more customization, that didn't really add value to us, plus it was more expensive!