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The Info tab holds every financial tool for a property: comps-based valuation, rehab estimating, three rent sources, the Deal Calculator, and the editable property attributes that feed all of them. On phones, open Property in the bottom bar for the same tools. The mobile layout groups the price comparison first, then the Deal Calculator button, followed by rehab and rent under Deal assumptions. County data appears as County records under Property Details instead of between the financial cards. On phones each card has a title and a one-line description, the rent toggles read Estimate / Section 8 / Current, and the compact calculator tile is titled Deal Results with Cash on cash spelled out.
Key things to know
  • Financial Analysis works like a draft: changes stay local until you click Save, and closing with unsaved changes prompts you first.
  • List Price and Comps share one card, so the asking price, the comps value, and the discount between them read as a single row.
  • The Rent card shows the active rent large, with compact Est / S8 / Current toggles. Est stays visible even before you calculate; when Section 8 or Current is in use and there is no estimate yet, that Est toggle shows Calc. The card lists Current or What if, not both.
  • Rehab Cost supports three methods: Quick, Scope items, and Quotes.
  • On unsaved (Deal Hub/Lookup) properties, click Save to Edit first or edits won’t persist.

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The analysis workflow

1

Review photos and map

Toggle between Photos and Map on the image strip at the top. Click the photo (or the 1 / 15 counter) to open every listing photo in a scrollable hive, so you can scan the whole set without flipping one by one. Tap a hive photo to enlarge it, then All photos to return. When a listing has more than one photo, you can still swipe the strip or tap the arrows to page through it.
2

Check the valuation

Compare List Price against the Comps value - they share one card so you can scan them together, with the discount badge (for example 41% under comps) next to the asking price. Click the Comps side to open the full comps view and adjust comparable selection - see Comps. Click the list price to see past price changes.
3

Set rehab and rent

Open Rehab Cost to set the rehab number, and pick the rent source that fits - estimate, Section 8, or actual current rent.
4

Run the Deal Calculator

The Deal Calculator tile shows live ROI, CoC, and the Max Offer price for the active mode (switch Rental / Flip right on the tile). Click anywhere on the tile - Open full calculator - for the full ROI analysis, target prices, and financing scenarios - see Deal Calculator. On a phone you can also tap the Deal Calculator button at the top of Financial Analysis.
5

Edit property details if needed

Correct beds, baths, sqft, year built, and other attributes. Changing beds, baths, square footage, or type makes the next Comps open rebuild the candidate pool and default selection for those facts - click Apply Comps to save the new set. Rent Comparables also refresh for the new facts; click Save there to keep the new estimate. Advanced Info loads county data - taxes, owner, mortgages, construction, and more.
6

Save changes

On desktop, click Save in the Financial Analysis header to persist your analysis for a property already in your pipeline. Phones omit that extra button; use the Deal Calculator’s save controls. On any screen, closing the property with unsaved changes prompts you to Save changes or Discard changes.

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Tools in Financial Analysis

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Rehab Cost methods

Open Rehab Cost from Financial Analysis to set the rehab number used in ROI. The three methods are mutually exclusive - the active one supplies the total. On a phone the editor is full-screen so the Rehab Cost title and Save bar stay on screen.
Pick one of three ways to get a single rehab number:
  • Fixed - enter a flat dollar amount.
  • Percent - a percent of List price or ARV, with a live equation so you can switch the basis and see the calculated total.
  • $/ft² - choose a repair type (for example Light or Full gut) and the modal multiplies the property’s square footage by that type’s per-square-foot rate. The known living area is filled in by default, and you can edit the square footage for the deal.
Organization admins set the per-square-foot rates for each repair type, and can turn on an Auto-apply to new deals rule for any Quick mode so new deals start with a rehab estimate already filled in. Deals using $/ft² with no known square footage are skipped, as are deals using % of ARV with no known ARV.When Quick is the organization’s default method, a deal with no rehab yet shows the default Quick estimate on its Rehab Cost card as soon as you open the property - the same amount the Rehab Cost modal opens on, including % of ARV setups. Saving the deal or the modal makes it the deal’s own value.
Pick repair items (roof, kitchen, flooring, and so on), choose a condition level for each item, set a quantity where there is more than one (for example 2 bathrooms), and review the calculated cost per group and in total. Catalog items may be priced as Flat, /sqft,orscope./sqft, or % of scope. /sqft New bases use the property’s living area unless you type a different square footage on that row (click Reset to go back). % of scope items such as Contingency are a percent of the other included items. Use Note on any Scope row to add or edit a short explanation, including items you pick yourself and items that are not AI suggestions. Editing a note does not update that deal’s saved price to a newer organization catalog rate. Use + Add custom item at the bottom of the list for a one-off repair that is not in the catalog. Custom rows stay on this deal only and start at $0 so you set the cost. Organization admins configure the item catalog, condition levels, and pricing under Advanced Settings > Organization > Rehab. On a saved Pipeline deal, Save remains unavailable until its saved Rehab Cost setup finishes loading. Admins can also pin Quick / Scope / Quotes as the org default from the pin on each method tab in the Rehab Cost modal.When your organization has AI Estimate enabled, Rehab Cost first searches public listings, remarks, permits, and news, then reviews your organization’s Scope catalog and up to 15 verified Realtor listing photos. Photos are extra evidence, not a replacement for that research. Eligible photos are included automatically when you click AI Estimate or Reset & re-run. There is no separate photo choice. The estimate shows a short research note from public listings and permits, then photo-backed findings. If a run used photos only, the panel says so.Some organizations also see an add what you know step before each run. It opens when you click AI Estimate or Reset & re-run. An Always included box at the top lists what every run already uses: web research for the address (current listing and agent remarks, permits, code violations, local news) and up to 15 verified listing photos. Below it you can type notes (what you saw or were told: roof age, water stains, seller disclosures), tick which of the property’s attachments to include, and Add files to upload more. Anything you upload there is saved to the property’s Attachments. The newest 15 photos are preselected; PDFs such as inspection reports start unchecked so you choose which ones matter. Each run can use up to 15 listing photos, 15 of your photos, and five PDFs. Other file types are listed but cannot be used. When you upload a PDF or check one that has not been read before, ProPilot starts reading it in the background right away; the row says “Reading in the background…” and then shows what the file is (for example “Termite / WDO inspection · 4 condition items”). You do not have to wait for it: if you start the estimate while a PDF is still being read, the run waits for that read to finish rather than reading the file twice. Fillable inspection forms are read from their filled-in fields and checked boxes, and scanned PDFs are read from the page images, so a report does not need a text layer. Each PDF is read once and remembered, so re-runs do not pay to read it again. If a read fails, the row says so and checking the file again retries it. Your notes, photos, and documents count as first-hand evidence, and a newer photo of yours outranks an older listing photo when they disagree. Public research still runs every time. Prices or bids inside a document are ignored; your organization’s Scope pricing sets every dollar. The property must be saved to your Deal Pipeline before files can be attached; on an unsaved Deal Hub listing you can still add notes, and the step offers Save to Deal Pipeline. Afterwards the panel lists Context you added (notes, “Your photo N”, and each document with its type and how many findings drew on it; anything that could not be read is struck through). If a document was read but none of its items made it into the findings, the panel says so and suggests Reset & re-run. Run without context keeps the one-click behavior.Key findings are grouped by where the evidence came from, strongest first: From your notes, photos, and documents (when you added context), then Reported in listings and permits, then Seen in listing photos, then Inferred from property facts, each with a count. That lets you tell a researched claim from something only visible in a photo. Short reports that draw on a single source skip the group headers.The estimate maps visible and reported repair levels to Scope items and rates the home on a six-step scale: Move-in ready (mint, little to no work), Minor (touch-ups and a few small repairs), Light, Moderate, Heavy, and Full gut. The AI sees each of your condition levels with its percent and picks the smallest one that covers the work. When more than one unit needs work, such as two bathrooms, the suggestion comes with that quantity, up to 10. Default Bathrooms items are capped at the property’s bathroom count (half baths round up). Default whole-house items like Roof or Windows, and items priced per square foot of living area, stay at 1. Custom flat-price items can use multiple units. Contingency and other % of scope items are left for you to add. Items like HVAC (Full System) and Kitchen (Full Remodel) already include their parts (Furnace, Air Conditioning, Kitchen Cabinets, and so on). The AI suggests the full item only when the whole system or kitchen needs replacing, and suggests the parts otherwise. If it lists both, the estimate keeps whichever alternative has the higher total using your organization’s prices, combining the supporting notes. Reset & re-run is the way to generate the estimate again. It clears the current Scope items and starts a new estimate from scratch. Custom items you added stay. Reset scope, on the Scope items tab, clears every Scope item, including custom items, after you confirm. It leaves the estimate for you to run again yourself. Either clear stays a draft until you Save. A checked full item blocks new component suggestions, and checked components block a competing full-item suggestion. Your organization’s saved Scope pricing still calculates every dollar amount; the AI does not create prices. Suggestions arrive unchecked and marked “AI”, so they never change your total until you accept them. Check individual rows, use Accept all, or Dismiss the batch. If you select a full item or one of its parts after the estimate runs, overlapping AI suggestions stay unchecked and name the included item. Uncheck that item first to accept the alternative. This is not an inspection. Review the items, edit the notes, and Save before treating the number as yours.Existing text-only estimates remain valid. If verified listing photos become available later, the panel invites you to Reset & re-run so those photos are included. It will not run again or spend AI tokens automatically. If the AI provider cannot read one of your uploaded photos, the run is retried with the listing photos alone and the panel says your photos could not be read; the affected photos are struck through under Context you added. If the AI provider cannot read the verified photos, the panel tells you that the estimate used public text sources only. Generating an estimate does not persist it; closing the property with an unsaved estimate asks you to Save or Discard.
Add manual quote rows or import quote files from contractors. Checked quotes count toward the rehab total, so you can keep alternates on file without inflating the number.Import quote reads every page of a PDF or photo and adds one row per priced line, named with the quote’s section (for example, “Kitchen - Sink install”). Subtotals, deposits, and payment milestones are left out. If a quote cannot be read completely, you see an error instead of partial rows, and the file stays in Attachments.
On the Scope items tab, use Export to download that table as a PDF, CSV, or Excel file. The file lists only included, populated rows (a level is set and the row counts toward Rehab Cost). Empty catalog rows are left out. The file uses the live draft on screen, so you do not have to Save first. Quick and Quotes do not have their own export.

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Rent sources and ROI

The Rent card shows the rent the deal uses, plus compact Est / S8 / Current toggles so you can switch without leaving the card. Estimate stays on that row because it is the market-rent feature; Section 8 is there when HUD already has a number, with no extra fetch. Until you run the market rent estimate, the Est toggle shows Calc - click it to fetch the estimate from comps and make it the active source. The rental ROI uses one rent source at a time:
  • Estimate - the fetched market rent estimate (range and comps count when available). Open Rent Comparables to review the map, change radius, or click the refresh button to recalculate with the current beds, baths, and size. Save to keep a new estimate.
  • Section 8 (HUD) - the HUD-based rent for the area; selected automatically when no usable current rent or market estimate exists.
  • Current - the actual rent you entered; typing a current rent selects this source automatically. An empty value means vacant.
  • What if - a custom rent you enter for scenario testing.
Current and What if share one slot on the card: once a current rent exists it takes the slot, and the What if row appears only while a what-if rent is set or in use. You can always enter a what-if rent from the Deal Calculator. Your selection is saved with the property, so the deal reopens with the same source you chose.
From Deal Hub or Lookup, click Save to Edit before expecting analysis changes to persist. Tiles that need it show a “Save to persist” hint.

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Common questions

Either the property isn’t saved to the pipeline yet (use Save to Edit), or you closed the property and chose Discard changes at the unsaved-changes prompt. Analysis edits are drafts until you click Save.
When no current rent or market estimate is available, the calculator defaults to Section 8 (HUD). On the Rent card, click Calculate on the Estimate row to fetch the market estimate and switch to it, or pick any other source - your explicit selection always wins and is remembered.
From your manual override if you set one, otherwise from the latest offer amount detected in an outbound SMS or email to the agent. Click the Offer chip in the Deal Calculator tile footer to view and manage offers.
Your organization may have Auto-apply to new deals enabled in Rehab settings: new deals without a rehab value get the organization’s Quick estimate applied automatically. You can change or replace it anytime.
Details like exterior wall, roof, garage, or basement come from county assessor records, and counties vary in what they report - missing fields are simply not on file for that property. If you fetched Advanced Info for a property a while ago, newer fields (construction, utilities, liens) appear the next time the data is fetched for that property.
In some states (for example Texas), sale prices are not part of the public record. When that happens, the Advanced Info panel shows the data provider’s best estimate and labels it Sale Price (Estimated). The actual amount the buyer paid may differ.
Buying-cost rows inherit your organization’s current presets until you explicitly edit the costs on that property and mode - after that, your per-deal edits stick. Presets live in Basic Setup > Financial Presets.