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Basic Setup is the first group in the Settings left rail. It holds the five organization-wide defaults that make ProPilot ready for real work: who your outreach comes from, which channels it sends on, and what assumptions your deal analysis starts from.
Key things to know
  • Open Settings from the sidebar. Basic Setup is expanded by default; opening Advanced Settings collapses it (only one group is open at a time).
  • All Basic Setup settings are organization-wide and admin-only to edit. Members see them as view only.
  • Changes apply going forward: new messages, new analyses, new placeholder values. Sent messages and saved analyses keep their existing values.
  • Two settings have one-way consequences: the sender email address locks after your first sent email, and the phone number is shared by the whole team, so decide both early.

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How to think about Basic Setup

Basic Setup answers four questions every organization needs before working deals at scale:
1

Buyer Identity

Set your name and company first. The company name seeds your suggested sender email address, so it should exist before you configure email.
2

Phone Number and Email Setup

Provision an in-platform number or connect Quo, then choose your sender domain and address. The sender address locks after the first email, so get it right before sending.
3

Financial Presets and Financing

Set the expense, cost, and loan defaults every new Deal Calculator analysis starts from. The offer formula is pinned from the My Offer panel when contacting an agent; ROI targets, mode, and price basis are pinned from inside the Deal Calculator.
When you are ready to send offer templates, set inspection days, closing days, and earnest money under Advanced Settings > Deal Terms. 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 signatures, merge fields, and your sender address.

Phone Number

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

Email Setup

Sender domain choice, sender address, and custom subdomain verification.

Financial Presets

Per-mode expense, buying cost, selling cost, and forecast defaults for the Deal Calculator.

Financing (Loans)

Default financing scenarios and loan terms per mode.

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Common questions

Admins and owners. Members see the pages with save buttons disabled and a “View only - Contact an admin to make changes” notice.
No. Defaults apply going forward. Sent messages keep what was quoted, and saved Deal Calculator analyses keep their per-deal values, including explicit edits.
No. Basic Setup is organization-wide and shared. Personal preferences, call forwarding, and WhatsApp notifications live in Your Profile.
The sender email address locks permanently after your first sent email and requires support to change. The phone number is shared by the whole team, so switching providers mid-campaign is disruptive. Everything else can be adjusted freely; it just only affects new work.
Under Advanced Settings > Communication. Basic Setup covers the sending identity and defaults; communication content and rules live in Advanced Settings.