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Create an account with email and a phone code, or with Google. After you verify your phone, you are in the product right away - there is no confirmation email to click. You also receive a welcome email from Guy with getting-started guidance. Its content can differ depending on whether you first use ProPilot on a phone or computer. You can keep using ProPilot while you wait for it; the welcome email is not an account-activation step. For email signup, use a permanent address you can access. Invalid and disposable addresses are not accepted - the form asks you to correct the address before sending the phone code and may suggest a likely spelling correction. If you arrive through Deal Flow Setup, answer four questions about your strategy, investing focus, financing, and ZIP codes before creating the account. If you do not know your ZIP codes yet, tap Continue without them. You pick them on a map inside Deal Hub. Louisville, KY ZIP codes are not available here. They stay on the Off-Market Scanner. After you choose ZIPs, a short scanning animation plays, then signup (or Deal Hub, if you skipped ZIPs during setup). Email signup includes a show/hide control on the password fields. ProPilot applies those answers while your account is being prepared, then continues with plan, phone, and email activation. The phone step can provision a ProPilot number or connect Quo if you already have a Quo number (10% off ProPilot while Quo stays connected). If a plan chooser appears, Growth is the featured plan. If applying the answers is temporarily unavailable, the page retries and keeps your answers safe until you click Try again. During email activation, the slide asks What email should listing agents see? Enter Your name and Company / LLC, then pick the Email address they reply to: send from your Gmail address, or use a ProPilot email address. Those two fields become your Buyer Identity, so listing agents see a real person, company, and email on the first offer. Google asks for permission to send email and, for eligible reply-sync accounts, may also ask for read-only access. If you grant send access without read access, sending works but replies stay in Gmail instead of syncing automatically. You can skip this step and finish identity later in Settings. Eligible new accounts start on a card-free Starter trial after you verify your phone - you land in Deal Hub without choosing a plan, on phones and desktop. A countdown banner shows how much trial time is left, with Upgrade now and Book a demo. Details are in Billing & Plans. If your organization has not saved a deal to the pipeline yet, Deal Hub may show Start with these: up to three listings with the strongest discounts to comps. Tap one to open it and start working, or Explore on my own to browse the map as usual. It can appear again the next time you sign in until you save a deal. Once you are in the workspace on a phone, a banner at the top of the app says ProPilot is better on desktop and offers Email me the link. That banner is not shown while you verify your phone. Open the secure link on a computer to sign in - any browser works, including one that has never been used with ProPilot. If you have not opened ProPilot on a computer yet, we also send one reminder email the next morning. For password signups, that reminder opens the regular sign-in page and does not sign anyone in automatically. On a computer, the Get Started guide appears as a slider in the corner of the screen and walks you through every required setup step, checking each one off as you complete it. The guide is not shown on a phone. When a step finishes, the guide header briefly turns green and names that step (for example, Select Your ZIPs complete), then returns to the usual subtitle. The Buy tab has five required setup steps. Most plans also show a sixth step, Book Onboarding Call, plus an optional guided tour. You can do them in any order, but each one unlocks a different part of the product - skipping a step leaves that part limping. When Tutorials are available, the ? help button also opens a list of walkthroughs. Some tool headers show a play button for that screen. Details are in Tutorials. You can minimize the guide at any time (the arrow button or the Esc key) to a small Setup badge in the corner - click the badge to reopen it. The Manage tab appears on a computer, where the Manage zone lives. Owned-portfolio help is in Manage. The Later (hide for an hour) and dismiss (X) controls appear once the organization-wide basics - ZIPs, Buyer Identity, Phone Number, and Email Setup - are complete. If a teammate already finished those for your organization, you can dismiss the guide right away.

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The setup steps

1

Select Your ZIPs

If your organization has no ZIP codes yet, owners and admins see Add ZIP Codes as the first screen after signing in on any device and must save at least one ZIP before continuing. Other team members see a notice asking them to contact an admin or owner, then can continue using the rest of the app. The Get Started guide stays minimized until an admin or owner completes this step. Add ZIP codes by state/city or one at a time, then click Save ZIP changes. You can also open the window later from Deal Hub with ZIPs or Add Your First ZIP. What it unlocks: this powers all of Deal Hub - listings only appear for ZIPs you track. If skipped: Deal Hub stays empty and there is nothing to find or save.
2

Set Buyer Identity

If you came through Deal Flow Setup, Your name and Company / LLC are collected on the last activation screen with the inbox choice. Otherwise, in Basic Setup > Buyer Identity, fill in Your Name and Company Name and click Save Profile. What it unlocks: the buyer name and sender identity used in all outbound outreach. If skipped: your messages go out without a proper identity, which hurts reply rates.
3

Set Phone Number

In Deal Flow Setup, pick Get a ProPilot number or Connect your Quo number (you need a Quo number you already have). Later, in Basic Setup > Phone Number, choose Get an instant number from us and enter a preferred area code, or connect your own. The manual area-code field is always available. If you need help choosing, use Not sure? Search by city to see live area-code suggestions near a US city. A suggestion is not a reservation. If that code is out of inventory when you configure it, choose another area code and try again. What it unlocks: SMS and calling. If skipped: you can’t text or call listing agents.
4

Set Email Setup

In Basic Setup > Email Setup, configure your sender email, branded domain, and email signature. What it unlocks: email outreach, including email steps in sequences. If skipped: email sends are unavailable and you’re limited to SMS and calls.
5

Your Profile

On your Profile page, finish your personal setup: set your display name, connect WhatsApp (enter your WhatsApp number and click Activate - you’ll receive a test message to confirm), and verify your cell number for call forwarding. Tapping WhatsApp (or another Profile item) in the guide jumps there and tucks the guide away so you can finish the form. What it unlocks: notifications and calls reach you personally. If skipped: you may miss replies and inbound calls.
6

Book Onboarding Call

If your plan includes a live onboarding session, the Get Started slider shows Book Onboarding Call, and on a computer you may also see a Schedule banner at the top of the app. Click Book Onboarding Call to open an in-app scheduler and pick a time. Opening the booking window completes this step. Tap Close in the header to leave without scheduling if you already know the product. The scheduler is not shown on a phone. If you do not see this step or the Schedule banner, your plan does not include a live onboarding session and you can skip this step. What it unlocks: a live walkthrough with the Propilot team. If skipped: you can still use the product, but you miss guided setup help.
Click Take a Tour in the Get Started slider for a guided walkthrough of Deal Hub, Deal Pipeline, and Messages, plus key settings like message templates, Financial Presets, and Financing & Loans.
For the complete setup map, see Basic Setup Overview and Advanced Settings Overview.

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After setup: your first deal in 10 minutes

1

Open Deal Hub

Your saved ZIPs are already loading listings. Sort or filter to put the biggest discounts on top - each card shows a discount pill such as 15% under comparing list price to the comps-based value.
2

Open a hot deal

Click a card with a strong discount and reasonable days on market. The full property workspace opens with photos, pricing, and analysis.
3

Review the comps

Check the Comps value against the list price and skim the comparable sales behind it. If the discount holds up, you have a candidate.
4

Save it

Click the heart (Save property). The listing moves to your Deal Pipeline in the Not Contacted stage, and a “Saved to pipeline” toast offers a View in Deal Pipeline link.
5

Message the agent

From the property workspace, message the listing agent by SMS or email - pick a template or write your own. Messaging from a listing auto-saves it to your pipeline if you haven’t already.
From here the loop continues in your Deal Pipeline: the deal moves to Contacted, replies land in Messages, and follow-up reminders keep it from going cold.

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Common first-run mistakes

  • Forgetting to click Save Profile after updating your buyer identity.
  • Staging ZIPs but never clicking Save ZIP changes - ZIPs still showing the New badge in the unsaved list aren’t tracked yet.
  • Entering a ZIP code that isn’t exactly 5 digits.
  • Skipping the WhatsApp Activate click - you must receive the test message.
  • Trying to add Kentucky/Louisville ZIPs here (those are handled by the Off-Market Scanner).
  • Wondering why a saved listing vanished from Deal Hub - saved listings move to your Deal Pipeline and are hidden from Deal Hub browse by design.