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Admins control how comps are selected and graded for the whole organization in Settings > Advanced Settings > Comps. Changes apply to future calculations; use Recalculate All afterwards to refresh existing properties.
Key things to know
  • Min Comps and Max Days Old are the two levers that most often fix “Insufficient comps” problems.
  • The tier ladder defines how strict each matching step is and which grade it produces; tiers can be edited, added, and reordered.
  • Manual comps can be entered one at a time or imported in bulk from CSV/Excel with automatic address standardization.
  • Only admins can change these settings or run Recalculate All.
Related settings: These options live under Advanced Settings > Comps. Deal Calculator defaults are separate - see Basic Setup > Financial Presets and the Deal Calculator.

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Comps Configuration

Buttons in this section:
  • Save Settings applies your changes.
  • Reset to Platform Defaults restores the platform-managed configuration.
  • Recalculate All bulk-refreshes comps across Deal Pipeline and Deal Hub using the current settings. The panel shows Last recalculated so you know when it last ran.

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Comps Tier Ladder

The tier ladder is a cascading search: calculation starts at Tier 1 (strictest) and falls back to the next tier only when it cannot find enough comps. Each row in the editor controls one tier: Use Add Tier to append a looser fallback tier and Save Tiers to apply changes. A good ladder gets tighter at the top (small radius, narrow size window, high similarity, Excellent grade) and progressively looser below.

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Manual Comps

Manual comps are org-wide sales records that are always considered alongside MLS data - useful for off-market sales or transactions missing from the feed.
1

Add a single comp

Enter the address, sale details, beds, baths, and square footage directly in the Manual Comps section.
2

Or import in bulk

Click Upload CSV/Excel. ProPilot standardizes each row’s address automatically and builds a preview.
3

Review the preview

The preview flags invalid rows, duplicates within your upload, and addresses that could not be standardized. Only clean rows are importable.
4

Confirm the import

Click Import N comps to finish. Rows that duplicate existing manual comps are skipped automatically.
Individual manual comps can be deleted from the list at any time.

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Recalculate All

Run Recalculate All after meaningful rule changes so saved properties reflect the new configuration. It refreshes Deal Pipeline and Deal Hub properties; Lookup properties refresh per property with their own Recalculate button.

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Setup tips

  • Start from the platform defaults and adjust only when you see a consistent problem.
  • Too many “Insufficient comps” results: raise Max Days Old, widen tier radii or size windows, or lower Min Comps.
  • Comps feel too loose or dissimilar: tighten the early tiers (smaller radius, narrower size window, higher similarity) so good matches are preferred.
  • Use manual comps for trusted off-market sales rather than loosening rules for everyone.

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Common questions

Settings changes only apply when comps recalculate. Run Recalculate All (or Recalculate on the individual property) after saving.
No. It covers Deal Pipeline and Deal Hub. Lookup properties refresh per property via Recalculate.
Recalculating rebuilds the candidate pool with current rules, so comps that no longer qualify can drop out of a selection. Review key deals after large rule changes.
The target comp count and the data fetch window are platform-managed. Min Comps and Max Days Old are the org-level controls.
Grades come from the tiers comps qualify under, so removing a tier changes which grades can appear. The overall grade always stays within the grades defined in your current ladder.
Rows are skipped when required fields are missing or invalid, when the address cannot be standardized, or when they duplicate another row in the upload or an existing manual comp. The preview lists the reason for each skipped row before you confirm.