> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Work through the Get Started guide, understand what each setup step unlocks, then land your first deal in about 10 minutes.

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.
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.

Eligible new accounts start on a card-free Starter trial after you verify your phone - you
land in the workspace without choosing a plan. A countdown banner shows how much trial time
is left, with **Upgrade now** and **Book a demo**. Details are in
[Billing & Plans](/settings/billing-plans).

The **Get Started** guide appears as a slider in the bottom-right corner of the screen and
walks you through every required setup step, checking each one off as you complete it. 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.

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 **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.

## The setup steps

<Steps>
  <Step title="Select Your ZIPs">
    Go to **Deal Hub** and click **ZIPs** in the toolbar (or **Add Your First ZIP**). Add ZIP
    codes by state/city or one at a time, then click **Save ZIP changes**.
    **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.
  </Step>

  <Step title="Set Buyer Identity">
    In [Basic Setup > Buyer Identity](/settings/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.
  </Step>

  <Step title="Set Phone Number">
    In [Basic Setup > Phone Number](/settings/basic-setup/phone-number), choose **Get an
    instant number from us** and enter a preferred area code, or connect your own.
    **What it unlocks:** SMS and calling. **If skipped:** you can't text or call listing
    agents.
  </Step>

  <Step title="Set Email Setup">
    In [Basic Setup > Email Setup](/settings/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.
  </Step>

  <Step title="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.
    **What it unlocks:** notifications and calls reach you personally. **If skipped:** you
    may miss replies and inbound calls.
  </Step>

  <Step title="Book Onboarding Call">
    If your plan includes a live onboarding session, the Get Started slider shows **Book
    Onboarding Call**, and 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 - you can close it without scheduling if you already know the
    product. 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.
  </Step>
</Steps>

<Tip>
  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](/settings/basic-setup/financial-presets), and
  [Financing & Loans](/settings/basic-setup/financing-loans).
</Tip>

For the complete setup map, see [Basic Setup Overview](/settings/basic-setup) and
[Advanced Settings Overview](/settings/advanced-settings).

## After setup: your first deal in 10 minutes

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

From here the loop continues in your [Deal Pipeline](/features/deal-pipeline): the deal moves
to **Contacted**, replies land in [Messages](/features/messages), and follow-up reminders keep
it from going cold.

## 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.