Set your business rules
Open Settings → Underwriting Policy and enter the assumptions your organization actually uses. Review required return, cost allowances, offer limits, and any market-specific rules shown.
Understand the impact
Policy changes can affect future recommendations and refreshed analyses. They do not retroactively prove that an older decision was correct. Record why a material policy changed and have an authorized owner review it.
Test the policy against a known example before using it broadly. Confirm the result matches your manual calculation within the expected assumptions. If it does not, check units, percentages, defaults, and property type before contacting Support.