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Basic Setup is the first group in the Settings left rail. Use it to make your organization ready to analyze deals and send credible outreach.
Key things to know
  • Open Settings from the sidebar, then expand Basic Setup in the left rail.
  • Basic Setup is where admins set the defaults that make outreach, offers, and deal analysis usable.
  • Most Basic Setup settings are organization-wide. Members may see them as read-only.
  • Changes usually affect new messages, new templates, new analyses, and future defaults. Saved deals may keep per-deal overrides.
  • Feature pages explain daily workflows; these settings pages explain what the defaults mean and where to change them.

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How to think about Basic Setup

Basic Setup answers four questions every organization needs before working deals at scale: Set Basic Setup once during onboarding, then revisit it when your buying strategy, financing, sender identity, or communication provider changes.

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Settings in this group

Buyer Identity

Buyer name and company name used in outreach and merge fields.

Phone Number

In-platform phone number or Quo-connected number for SMS and calls.

Email Setup

Sender domain and outbound email basics.

Deal Terms

Inspection days, closing timeline, and earnest money defaults.

Financial Presets

Rental and flip expense assumptions for the Deal Calculator.

Financing (Loans)

Default loan scenarios and closing cost assumptions.

Investment Strategy

Default discount, price basis, investment mode, and ROI targets.

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Common questions

Admins and owners can edit organization-wide settings. Members may see settings as read-only.
Defaults apply going forward. A saved property can still keep per-deal overrides in its calculator, offer details, or conversation.
No. Basic Setup is mostly organization-wide. Personal preferences, call forwarding, and WhatsApp activation live in Your Profile.
Start with Buyer Identity, Phone Number, and Email Setup so outreach can send from the right identity and channels. Then set Deal Terms, Financial Presets, Financing, and Investment Strategy before analyzing deals at scale.