Messaging
Cannot send messages
Common causes
Common causes
- No phone number provisioned (required for SMS and calls).
- You’re outside operating hours, so the message is scheduled instead of sent.
- You’ve hit your plan’s monthly SMS or email quota, or your org’s daily/hourly new-conversation limit.
- The recipient has opted out (replied STOP).
- Your message contains the term “cash offer” (in any spelling), which carriers flag as spam. Rephrase the message without it - for example, describe the offer amount and terms instead.
Steps to fix
Steps to fix
- Check Basic Setup > Phone Number - provision a number if none is shown.
- Check Advanced Settings > Communication > Operating Hours - messages outside hours are scheduled, not blocked.
- Check Advanced Settings > Organization > Usage for monthly quotas, and the Deal Pipeline header for the daily/hourly new-conversation limits.
- Look for an “Opted out” indicator on the conversation.
- For calls, grant microphone permission in your browser.
A message shows a warning icon
A yellow warning icon (⚠️) means the message failed to deliver - it was not received. Hover over the icon for the reason (recipient unreachable, number can’t receive SMS, recipient opted out, invalid number, or carrier block). Read the reason, then try another channel or verify the number.A message I expected to send right away says “Scheduled”
That’s operating hours at work: sends outside the allowed window are queued for the next window, and Queue Send does this on purpose. To send immediately during open hours, use the regular send button. Admins can adjust the window in Advanced Settings > Communication.An SMS attachment won’t send
- Attachments are capped at 5 MB; compress images or trim audio above that.
- Files over about 1 MB may be rejected or degraded by some carriers - smaller is safer.
- Only image and audio file types are supported over SMS.
My email reply started a new thread on the agent’s side
Replies sent from an existing conversation keep the original subject so they stay in the same external thread - including when you apply a template. If you changed the subject line manually, the recipient’s email app treats it as a new thread.I see someone else’s messages in a conversation
Brokerage offices often share one phone number across agents. ProPilot separates threads by agent identity, and the header shows a Shared number pill when a number is used by more than one contact. Message bubbles can include context pills (like the property address) so you can tell which thread a message belongs to.Calls
Call won’t start
- Make sure a phone number is provisioned (Basic Setup > Phone Number).
- Grant microphone permission in your browser when prompted.
- Check your plan’s monthly voice call quota in Advanced Settings > Organization > Usage.
- On Quo-connected orgs, calls are placed through the Quo app via Call via Quo, not from the browser.
Can’t record a call
Call recording is blocked in states with stricter consent laws. Where the state can’t be determined, you’re asked to confirm consent before recording starts. The other party always hears a short recording notice before being connected.Can’t transfer a call
Teammates can only receive a transfer if they’ve verified a cell number in My Profile → Call Forwarding. (Call transfers aren’t available for Quo-connected orgs.)Deal Hub
No properties showing
- Make sure at least one ZIP code is saved (click ZIPs in the Deal Hub toolbar).
- Reset filters to defaults - a tight price or property-type filter is the most common cause.
- Check whether Show hidden is off and listings were hidden by a teammate.
- Remember saved listings move to your pipeline and are hidden from browse.
- Wait for the daily MLS refresh (around 5 AM) if you just added a ZIP.
Cannot add a ZIP code
- You may have reached your plan’s ZIP limit (Starter: 2, Pro: 25, Premium: unlimited) - upgrade or remove unused ZIPs.
- The format must be exactly 5 digits.
- Alaska, Hawaii, and Kentucky aren’t available in the state picker, and Louisville ZIPs can’t be added.
- If you see a permission error, ask your team admin or owner to add it.
A property I analyzed lost my changes
Analysis edits on an unsaved listing stay local until the property is saved to the pipeline. If you close the card, ProPilot prompts you to save or discard. Choose Save (or heart the property) to keep your comps, rent, and calculator edits.Comps and analysis
Comps aren’t calculating
- Open the property’s Comps view and check the grade/comp count.
- In Advanced Settings > Comps > Comps Configuration, lower Min Comps or raise Max Days Old.
- Click Recalculate on the property, or Recalculate All in Advanced Settings > Comps.
- Add manual comps if you have recent sales data.
A comp I expected is missing
- Comps with sale prices far above or below the subject’s list price (beyond about 50%) are excluded automatically.
- Statistical outliers are removed; the comps view shows which sales were excluded and why.
- You can add it back manually from the comps selector with Use comp.
Max Offer (Target) didn’t change after I edited loan costs
That’s expected: Max Offer solving intentionally ignores loan closing costs so the price reflects the deal itself rather than your financing. Buying costs do affect it. The loan still affects cash flow, cash needed, and the other calculator outputs.”Could not load your current targets” in the Max Offer defaults popup
The popup could not read your organization’s saved ROI targets, so Save is disabled on purpose - that prevents an accidental save from replacing your real targets with standard defaults. Click Retry, and if it keeps failing, check your connection and reopen the Deal Calculator.Pipeline
A deal disappeared
Deals that sit in Lost beyond 30 days are removed automatically, with an in-app notice about a week before. Re-save the property (for example from Deal Hub) to restore it; it returns at the first stage with its message history intact.A deal moved stages by itself
Sending or receiving a message about a property auto-advances it from Not Contacted to Contacted. Only the property actually discussed moves. Drag the card back if you disagree - manual moves always win.Account and setup
I did not get a confirmation email after signing up
ProPilot does not send a confirmation email. After you verify your phone, the account is ready. Sign in with the email and password you used. If you forgot the password, use Forgot password? on the sign-in screen.My email address is rejected during signup
Check the spelling and use the suggested correction if one appears. Disposable or temporary email addresses are not accepted. Use a permanent address you can access so password reset and sign-in links reach you. If a valid work address keeps getting rejected, contact support or sign up with Google instead.WhatsApp not connecting
- Open My Profile → WhatsApp.
- Enter your number with country code and click Activate.
- Check WhatsApp for the test message; if none arrives, verify the number and try again.
Branded email domain won’t verify
- Confirm every DNS record from the setup screen was added exactly as shown - some
providers want a relative host (like
sg.inbox) instead of the full domain. - DNS changes can take time to propagate; retry Verify DNS after a while.
- Use the provider-specific guidance cards (Cloudflare, GoDaddy, Route 53, Namecheap) in Basic Setup > Email Setup.
”No Available Usage” or the Manage Your Plan window appears
A monthly plan quota ran out (SMS, emails, rent estimates, lookups, or AI tokens). Check Advanced Settings > Organization > Usage to see which one, then upgrade or wait for your billing cycle to reset. See Billing & Plans.Redirected to choose a plan after a free trial
Your card-free Starter trial has ended. Pick a plan and complete checkout to restore access - there is no second free trial on the same phone number. If you still have time left on the countdown banner, use Upgrade now there instead; that opens the same plan comparison. See Billing & Plans.Still stuck? Reach out from the in-app messenger and our support team (and Fin) can help.