Key things to know
- Basic Setup is for first-time organization defaults: identity, phone, email, terms, and analysis assumptions.
- Advanced Settings is for ongoing admin work: team, billing, usage, communication rules, comps, and contacts.
- Your Profile is personal to you. It does not replace organization-level settings.
- Some feature-specific settings, such as Pipeline Settings, open from that feature’s toolbar rather than the main Settings page.
How settings are organized
Most settings are organization-wide. When an admin changes them, the change can affect the whole team. Feature pages explain how to use a workflow; settings pages explain the defaults and admin controls behind that workflow.Basic Setup
First-registration essentials: buyer identity, phone, email, deal terms, financial presets,
financing, and investment strategy.
Advanced Settings
Admin and power-user settings: organization, communication, comps, contacts, usage, billing,
team, and roles.
Basic Setup
| Setting | What you configure |
|---|---|
| Buyer Identity | Your name and company used in messages and signatures |
| Phone Number | How ProPilot sends SMS and handles calls |
| Email Setup | Sender domain and email basics |
| Deal Terms | Default offer timeline and earnest money |
| Financial Presets | Default rental/flip expenses and forecasts |
| Financing (Loans) | Default loan scenarios for the Deal Calculator |
| Investment Strategy | Default discount, price basis, and ROI targets |
Advanced Settings
| Section | Includes |
|---|---|
| Organization | Org name, billing & plan, team & roles, deal tags, company logo, referrals, WhatsApp Operator, timezone, usage |
| Communication | Templates, voicemail, email signature, email forwarding, proof of funds, operating hours, limits |
| Comps | Comps configuration, manual comps, comps tier ladder |
| Contacts | Your team contacts (agents, vendors, and more) |
Common questions
Where are the 'Conversations' settings?
Where are the 'Conversations' settings?
Communication settings (templates, operating hours, signature, etc.) live under
Advanced Settings > Communication. Deal Terms
is under Basic Setup > Deal Terms.
Why can't I change a setting?
Why can't I change a setting?
Most settings are admin-only. Members see a “View only - Contact an admin to make changes”
notice.
Should feature pages repeat all settings steps?
Should feature pages repeat all settings steps?
No. Feature pages explain how to use a workflow and link back to the relevant settings page.
The settings pages are the source of truth for configuration.