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Financial Presets control the default expense assumptions loaded into the Deal Calculator. They save time by giving every new rental or flip analysis a realistic starting point.

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Where to find it

Open Settings > Basic Setup > Financial Presets.

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What you configure

  • Rental expense defaults.
  • Flip expense defaults.
  • Buying cost assumptions.
  • Holding cost assumptions.
  • Selling cost assumptions.
  • Forecast assumptions that users can override on a specific property.

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Why it matters

Small expense assumptions can materially change ROI, cash flow, and target price. Financial Presets make sure your team starts from the same assumptions before making per-deal adjustments.

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What changes when you update it

  • New Deal Calculator analyses use the updated presets.
  • Existing saved calculator snapshots can keep their per-deal values.
  • Users can still override costs inside a specific property.
  • Presets affect starting assumptions, not the final saved numbers on every old deal.

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Setup tips

  • Set conservative defaults if your team uses the calculator for quick screening.
  • Review buying, holding, and selling costs separately for rental and flip strategies.
  • Update presets when insurance, taxes, management fees, closing costs, or market assumptions change.
  • Use per-property overrides for unusual deals instead of changing org defaults for one exception.

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Used by

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Common questions

No. Presets load as defaults. Users can still override costs inside a property’s Deal Calculator.
Existing saved analyses can keep their per-deal values. New analyses use the latest defaults.