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Financial Presets control what the Deal Calculator auto-fills when your team analyzes a rental or flip property. They cover four areas per mode: recurring expenses, buying costs, selling costs, and forecast assumptions. Good presets mean every new analysis starts from realistic numbers that match how your team actually underwrites, instead of each person typing their own assumptions.
Key things to know
  • Presets are split into Rental Presets and Flip Presets tabs; each mode has its own expenses, costs, and forecast.
  • Percentage expenses are calculated from monthly rent income in Rental mode and from ARV (After Repair Value) in Flip mode.
  • Presets load as starting values on new analyses. Existing saved analyses keep their per-deal numbers.
  • Only admins can save. Click Save Financial Presets to apply edits. Reset asks for confirmation, restores both modes, and saves the standard financial defaults immediately without changing the pinned offer formula or Deal Calculator defaults.

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Where to find it

Open Settings from the sidebar, then choose Financial Presets under Basic Setup. Use the Rental / Flip mode switcher at the top - teal for Rental, green for Flip - so you always know which analysis mode you are editing. Changes on one mode never overwrite the other.

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Expense presets

The expense table lists the recurring expense rows that the Deal Calculator can include. Each row has: Out of the box, the Expense List starts with only the auto-add rows:
  • Rental Presets (auto-add): Property Management (10%), Property Taxes (10%), Insurance (10%), and Maint. & Vacancy (10%). Percents are of monthly rent.
  • Flip Presets (auto-add): Property Taxes (0.1% of ARV), Insurance (0.1% of ARV), Utilities (100/mo),and∗∗Lawnmowing∗∗(100/mo), and **Lawn mowing** (100/mo). Flip percents are of ARV, annualized to a monthly amount.
A larger built-in catalog of optional expenses (HOA, CapEx, vacancy, utilities line items, pest control, staging, and more) stays available in Add expense preset so you can add them in Settings or per deal in the Deal Calculator. They are not seeded into the Expense List by default. Use + Custom for your own named expense. Newly added rows start with auto-add off.

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Buying cost

Default acquisition costs added to the deal’s total basis:
  • Agent fee (0%) and Closing cost (1.5%), each as a percent or dollar amount.
  • Extra line items: Inspection ($400), Appraisal (0%), and Finder’s fee (0%), each as a percent or dollar amount.
Rental and Flip start with the same buying-cost defaults. Adjust either tab if your team underwrites the modes differently.

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Selling cost

Default disposition costs: Agent fee (6%) and Closing cost (1.5%), each as a percent or dollar amount. In Flip mode these always apply, since a flip ends in a sale. In Rental mode they are used when “Planning to Sell” is on for the analysis. Rental and Flip share the same starting selling-cost defaults.

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Forecast

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What this affects

  • Deal Calculator - every new analysis on a property loads these presets as its starting expenses, costs, and forecast. See Deal Calculator.
  • Target price and ROI - because expenses and costs feed ROI and target price math, preset changes shift the first numbers your team sees on new deals in Property Details and screening views.
  • Team consistency - everyone starts from the same assumptions; per-deal edits are deliberate exceptions rather than personal habits.

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What changes when you update it

  • New Deal Calculator analyses use the updated presets.
  • Properties that already have a saved analysis keep their explicit per-deal values; your edits there are not overwritten.
  • Users can still add, remove, or change any expense or cost inside a specific property’s calculator.

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Setup tips

  • Set conservative defaults if your team uses the calculator for quick screening; it is easier to loosen numbers on a good deal than to catch an optimistic default everywhere.
  • Review the buying and selling cost boxes separately on each tab; rentals and flips rarely share the same cost profile.
  • Update presets when insurance, taxes, management fees, or market appreciation assumptions change in your market.
  • For one unusual deal, override inside the property instead of changing organization defaults.

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Limitations

  • Presets apply organization-wide per mode. There are no per-market or per-teammate preset sets.
  • Percent expenses always use the mode’s basis: monthly rent for Rental, ARV for Flip. You cannot pick a different basis per row; switch the row to $ if you need a flat amount.
  • Changing presets never rewrites saved analyses; only new analyses pick up the new defaults.
  • Only admins and owners can save changes.

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Common questions

Existing analyses keep the values that were saved on them, including any explicit edits. New analyses use the new presets. Nothing is recalculated retroactively.
Auto-add controls whether the expense is included automatically on every new analysis. Rows with auto-add off stay available as optional presets that users can add per property.
Percent values use a different basis per mode: percent of monthly rent income in Rental mode and percent of ARV (annualized to monthly) in Flip mode. Switch a row to $ with the toggle if you want a fixed monthly amount.
No. Presets are starting values. Users can override any expense, cost, or forecast value inside a property’s Deal Calculator.
Rental selling cost presets are used when the analysis has “Planning to Sell” on. Turn on Plan to sell by default in the Rental forecast if you want new rental analyses to include selling costs from the start.
Financing is separate. Set default loan scenarios in Financing (Loans).