Frequently asked questions
Quick answers about accounts, deals, projects, plans and billing, and the AI coaches.
Account
Section titled “Account”How do I change my password?
Open Settings and use the security section. See Profile and password.
Can I change the email address on my account?
No. Your email is shown in your profile but can’t be edited there. Contact support at [email protected] if you need it changed.
How do I delete my account?
There is no self-serve deletion. Contact support at [email protected] or 1 (877) 542-4585 and we’ll help.
What is the sample data in my new account?
New accounts include a sample property, deal, project, tasks and prospects so you can explore. An Admin can use Clear sample data to remove only the samples, and it is permanent. See Sample data.
Can I replay the welcome tour?
Yes. Select Replay Tour from the menu under your avatar or from Settings. See The onboarding tour.
Which strategies can I analyze?
Fix & Flip, BRRRR, Buy & Hold, Short Term Rental and Wholesale. See Run the numbers.
What does the Deal Score mean?
It’s a 0 to 10 rating shown with a label: 8 and above is Excellent, 6 and above is Good, 4 and above is Fair, and under 4 is Poor. Use it to compare deals quickly, not as a final answer. See Deal Score.
Why is my Deal Score blank?
The score is withheld until the recommended inputs are filled in. See Troubleshooting.
How do deals move between stages?
Drag a deal between stages on the pipeline board. Only deals in Closed can move to the Rehab board, which creates a project. See Move a deal through stages.
What happens when I delete a deal?
Its documents folder is deleted permanently, and a matching prospect goes back to New. See Create a deal.
Projects
Section titled “Projects”How is my project's total budget calculated?
It’s your base budget plus the change orders that have been approved. See Budget and change orders.
Who can approve a change order?
Admins approve change orders. Power Users can create work and submit change orders for approval. A rejection needs a reason. See Roles explained.
Can I undo deleting a project?
No. Deleting a project is permanent.
Plans and billing
Section titled “Plans and billing”What's included in each plan?
Silver is for one user with up to 5 projects and 20 GB of storage. Gold supports up to 5 users with unlimited projects and 50 GB. See Plans and what’s included.
How does the free trial work?
The trial lasts 30 days, and one trial is allowed per organization. A banner counts down the days, and you’ll see a reminder when 7 or fewer days remain. See Trial.
What happens when my trial ends?
The app locks and asks you to choose a plan. Your data is safe and waiting for you.
How do I change or cancel my plan?
Open Settings, then the subscription section. Change Plan shows your usage and warns you before a downgrade. You can cancel with a reason, and Resume plan reverses a scheduled cancellation.
When do my AI credits reset?
They reset every 30 days, counted from when your trial or subscription started. Silver includes 2,000 credits a month and Gold includes 5,000.
AI coaches
Section titled “AI coaches”Who are the AI coaches?
Annie helps with the market, ARV, comps and negotiation. Lenny helps with financing. Sid helps with rehab, budgets, contractors and permits. See Work with the AI coaches.
Are the coaches licensed advisors?
No. They’re AI assistants that help you think through a deal. Check important numbers and decisions with qualified professionals.
Does using a coach cost AI credits?
Yes. Coach conversations and coach feedback in the Deal Analyzer draw from your monthly AI credits.
Can I turn off the coach prompts?
Yes. Turn off Guided assistance in Settings.
Still have a question? See Help for how to reach support.