> ## 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.

# Basic Setup Overview

> The first settings to configure: buyer identity, phone, email, financial presets, and financing - and the order to do them in.

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.

<Info>
  **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.
</Info>

## How to think about Basic Setup

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

* **Who are we contacting agents as?** [Buyer Identity](/settings/basic-setup/buyer-identity) sets the name and company that sign messages and fill merge fields.
* **Which channels are ready to send?** [Phone Number](/settings/basic-setup/phone-number) covers SMS and calls; [Email Setup](/settings/basic-setup/email-setup) covers the sender domain and address.
* **What assumptions does analysis start from?** [Financial Presets](/settings/basic-setup/financial-presets) and [Financing (Loans)](/settings/basic-setup/financing-loans) feed the Deal Calculator on every new analysis. Offer timelines and earnest money live under [Advanced Settings > Deal Terms](/settings/advanced-settings/deal-terms). The offer formula is pinned from the My Offer panel; ROI targets, mode, and price basis are pinned from the [Deal Calculator](/features/roi-calculator).

## Recommended setup order

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

  <Step title="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.
  </Step>

  <Step title="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](/features/roi-calculator).
  </Step>
</Steps>

When you are ready to send offer templates, set inspection days, closing days, and earnest money
under [Advanced Settings > Deal Terms](/settings/advanced-settings/deal-terms).

Set Basic Setup once during onboarding, then revisit it when your buying strategy, financing,
sender identity, or communication provider changes.

## Settings in this group

<CardGroup cols={2}>
  <Card title="Buyer Identity" icon="user" href="/settings/basic-setup/buyer-identity">
    Buyer name and company name used in signatures, merge fields, and your sender address.
  </Card>

  <Card title="Phone Number" icon="phone" href="/settings/basic-setup/phone-number">
    In-platform number or Quo-connected number for SMS and calls.
  </Card>

  <Card title="Email Setup" icon="envelope" href="/settings/basic-setup/email-setup">
    Sender domain choice, sender address, and custom subdomain verification.
  </Card>

  <Card title="Financial Presets" icon="calculator" href="/settings/basic-setup/financial-presets">
    Per-mode expense, buying cost, selling cost, and forecast defaults for the Deal Calculator.
  </Card>

  <Card title="Financing (Loans)" icon="landmark" href="/settings/basic-setup/financing-loans">
    Default financing scenarios and loan terms per mode.
  </Card>
</CardGroup>

## Common questions

<AccordionGroup>
  <Accordion title="Who can edit Basic Setup?">
    Admins and owners. Members see the pages with save buttons disabled and a "View only -
    Contact an admin to make changes" notice.
  </Accordion>

  <Accordion title="Do changes affect old deals and sent messages?">
    No. Defaults apply going forward. Sent messages keep what was quoted, and saved Deal
    Calculator analyses keep their per-deal values, including explicit edits.
  </Accordion>

  <Accordion title="Should every teammate configure this separately?">
    No. Basic Setup is organization-wide and shared. Personal preferences, call forwarding, and
    WhatsApp notifications live in [Your Profile](/settings/profile).
  </Accordion>

  <Accordion title="Which settings are hard to change later?">
    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.
  </Accordion>

  <Accordion title="Where are template, voicemail, and signature settings?">
    Under [Advanced Settings > Communication](/settings/advanced-settings/communication). Basic
    Setup covers the sending identity and defaults; communication content and rules live in
    Advanced Settings.
  </Accordion>
</AccordionGroup>