Listing Expense Tracker
Listings
All active, pending, and closed properties
Customers
All customers and their property engagements
Mileage Tracker
Business driving · IRS deductible
Log Trip Manually
GPS optional — type miles directly if preferred
Trip Log
Add Expense
Photograph receipt or enter manually
Receipt Photo
Tap to photograph or choose from library — optional
Expense Details
Amount auto-fills from receipt if photo is provided
Expenses
Everything saved, newest first. Edit or delete any entry.
Reports
Pick a report, pick a period, then print or save it as a PDF.
Customize this reportSections, prepared-for line, summary, branding and saved layouts
Newsletter Guide
From a blank newsletter to emails in your clients' inboxes.
Before you start
Same Windows computer for all of it
The Business Hub
Open it in Edge or Chrome and sign in. The hub version shows under the menu on the left.
Classic Outlook
The desktop Outlook app, signed in to your email. The sender does not work with the new Outlook or Outlook on the web.
Excel and the sender workbook
Newsletter Sender.xlsm. Set it up once with the steps below.
This month's market report
A PDF or a picture of the latest market report for your area, from your MLS, your REALTOR association or a market data service. A report broken out by ZIP code works best.
One-time setup: the sender workbook
Do this once
Get the macro
On the Newsletter page, step 10, click Get the Outlook sender macro. The .bas file saves to Downloads.
Import it
Open a blank Excel workbook. Press Alt+F11 (on some laptops Fn+Alt+F11). Choose File > Import File, pick the .bas file and click Open. Close the editor.
Save it
File > Save As. Name it Newsletter Sender and set the type to Excel Macro-Enabled Workbook (*.xlsm).
Run SetupSender
Press Alt+F8 (on some laptops Fn+Alt+F8), click SetupSender and click Run. A How to Send sheet appears with two buttons, Send Test Copy and Send Newsletter. Save the workbook.
Each time you open it
Click Enable Content on the yellow bar, or the buttons do nothing.
When the macro is updated
Press Alt+F11, right-click NewsletterSender on the left, choose Remove and click No when asked to export. Then import the new .bas file the same way and save. Your log tabs stay.
Build the newsletter
Newsletter page, steps 1 to 9
ALWAYS review each section before you click Next
Read every word in the preview, check every number and name against its source, and fix anything wrong. Then click Mark reviewed. Next stays locked until you do. Click ✓ Reviewed again to undo it.
Edition
Click + New Edition. Pick the send date and the month. The subject fills in with your name and the month, such as Your Name | November 2026. Add a short preview line and pick a layout for this edition.
Market Update
Pick the ZIP codes, or click Match recipient ZIP codes. Upload up to 4 reports and click a tile to preview one. Click ✦ Pull numbers from report, or ✦ Pull public data with no report. Check every number against the report. A red warning means the numbers and the ZIPs don't match. Edit your take, then click ✦ Clean up my edits. Check Link in newsletter on each report readers should open.
Latest Content
Click Load from my website, add an article from a link or a PDF, or click ✦ Write 3 articles about your area. Check each article against its source and give each one a photo.
Featured Listings
Click Load my listings. Leave it empty to skip.
Community Spotlight
Click ✦ Research 6 ideas and pick one. Check the date and place on its source link.
From My Kitchen
Click ✦ Write 4 recipes and pick one, or uncheck Include to skip it.
Closing
Click ✦ AI Generate, or write your own closing note.
Opening
Written last, so it introduces the whole issue and the area it covers. Type a few words on what is on your mind, then click ✦ Write it for me. Edit it, or type what is wrong in Corrections and click ↻ Rewrite.
Recipients
Export your contacts from your CRM as a CSV and import it here, or click Add from Customers. Click ZIP chips to send to only those ZIPs, or leave them unchecked for everyone. Uncheck anyone who asked to stop.
Review
Click Review all sections and read the whole newsletter top to bottom.
Send it through Outlook
Step 10 and the sender workbook
Download the send file
Open classic Outlook. In step 10, click Download send file. It lands in Downloads. Its name carries the date, the month and the ZIP codes, such as Newsletter_2026-11-05_Your_Name_November_2026_ZIP_38103-38104.txt.
Send a test
Open Newsletter Sender.xlsm and click Enable Content. Click Send Test Copy, click Yes to use the newest send file, and type your own email address. Read the test top to bottom and click every link.
Send the newsletter
Click Send Newsletter. Check the subject, the recipient count and the ZIP codes. Click No to save drafts in Outlook, or Yes to send now, about 20 a minute. Keep Excel and Outlook open until it finishes.
Save and file
Save the workbook. Each edition has its own tab listing every email, its result and its ZIP code. Then move the send file from Downloads into a folder for that month, such as Newsletters > 2026 > November, so you can find it later.
If a send stops partway
Click Send Newsletter again with the same file. Anyone already sent or drafted is skipped. If you already moved the file, click No at the file question and pick it from the month's folder.
Send it without the macro
A few people, or a computer without classic Outlook
Copy it
In step 10, click Copy for email, then Copy subject line. The greeting uses the person picked in the Preview box. With no one picked, it says "Hi there,".
Paste it
Open a new email in any program, click in the body and press Ctrl+V. Put your address in To and the recipients in Bcc. Send yourself a test first.
Troubleshooting
Common problems
"Could not open Outlook"
Open classic Outlook, signed in. The new Outlook does not work with the sender.
The workbook buttons do nothing
Click Enable Content on the yellow bar and try again.
The workbook can't find the send file
It looks in Downloads and in the workbook's folder. Click No at the file question and pick the file yourself.
Market numbers for the wrong ZIP
The report doesn't cover your ZIPs. Upload one that does, or use Pull public data.
A ✦ button gives an error
Wait a minute and try again. If it keeps failing, contact RE On Autopilot support.
Something here is missing on screen
Press Ctrl+F5 to reload and check the hub version under the menu. Contact RE On Autopilot support if it stays the same.
My Website
Your website stays current on its own. When you add a listing or change its status in Properties, your web manager gets the update.
Your Website
Loading...
Request a Change
For anything other than listings: new text, a new photo, a page change.
Updates
Every change sent to your web manager, newest first.
How It Works
A guide to each part of the hub.
Get Set Up
Your first week
Your records save on the server as you work. Sign in on your phone or computer and you see the same records.
Properties and Customers
Every deal starts here
Add a property
Properties, then + New Listing. Pick the side: Seller Side, Buyer Side, or Referral. Represented both sides? Add two records for the address, one Seller Side and one Buyer Side. Pick the customer from the list or choose + New customer. Add the close date and sale price once it closes.
Both sides count twice
When you represent both sides, the sale counts twice toward total sales volume and the Million Dollar Club.
Customers work both ways
Pick a customer on a property, or open a customer and use Add a Property to attach a property already in the hub. Phone and email changes on a property update the customer's record.
Edit or delete
Open a property or customer to see Edit and Delete. Delete asks you to tap twice. Deleting a property removes its expenses. Deleting a customer keeps their properties.
Expenses, Mileage, and Documents
Keep records as you go
Add an expense
Photograph the receipt and the hub reads the amount and vendor. Pick the property, or General business when the expense belongs to no property. Every saved expense shows below the form with Edit and Delete.
Log mileage
Record each trip with where you went and why. Mark it Business or Personal. Log Now, Audit Later holds a trip until you sort it.
Automatic car trips
Your phone logs a drive each time it connects to your car. Set it up once in Settings, under Automatic Trip Logging. Pick iPhone or Android to get your start and stop links and the steps for your phone.
iPhone: a Shortcuts automation runs when CarPlay or your car's Bluetooth connects and disconnects.
Android: the MacroDroid app runs when your car's Bluetooth connects and disconnects. No car Bluetooth? It runs when you plug the phone in and unplug it.
The hub app does not need to be open. Drives show on Mileage as Needs Audit. Tap Check for New Drives, then mark each one Business or Personal.
Store documents and photos
Upload contracts, closing statements, and receipts up to 10 MB each. Use Photo on a property to snap a picture with your phone. Large photos shrink on their own.
Commissions and Reports
How the numbers work
Split tiers follow your anniversary year
Commission Setup holds the split tiers, programs, and anniversary date. Tier progress counts agent earnings: commission after the BSF and split, before programs, the same figure many brokerages print as anniversary year commission earnings. A closing crossing a tier line earns the higher split on the part past the line. If you start mid-year, enter the agent earnings already made.
BSF follows the tax year
Enter each year's 1099 total. A 1099 over the waiver amount waives the next year's BSF. Use Waive or Charge to override a year, or set one closing on its Edit screen.
Million Dollar Clubs
Add each club on Commission Setup with what it counts (sales volume or gross commission) and its year (calendar or anniversary). The Dashboard tracks each one and shows what it takes to reach it.
Reports
Commission, Sales, Year-End Tax, Property P&L, Mileage Log, Quarterly Summary, 1099 Check, and Pipeline. Pick a report and a period, then Create Report / PDF or Download Spreadsheet for your accountant.
Monthly Newsletter
Stay in front of your clients
Build your list
Newsletter, step 9 Recipients. Import a CSV or Excel file with a ZIP column, or click Add from Customers. Uncheck anyone who should not get it.
Build the edition
Work through the steps: Edition, Opening, Market Update, Latest Content, Featured Listings, Community Spotlight, From My Kitchen and Closing. Pick ZIP codes and upload your market report, and the hub pulls the numbers and writes a first draft. Edit anything. The preview on the right shows the email as you go.
Send to everyone or by ZIP code
On Recipients, send to every contact, or pick ZIP codes to send only to customers there.
Send through Outlook
Step 10. Get the Outlook sender macro once. Each month, click Download send file, then run SendNewsletterTest to email yourself a copy, then SendNewsletter. Each contact gets a personal email from your own address, so replies come to you. The macro needs classic Outlook on a Windows PC.
Developer Tools
Only developer logins see this section
Switches & Setup
Turn sections on or off for everyone, set Who Sees What for each login, allow Business Users to edit Commission Setup, and use Start Fresh to clear data with an undo.
View as
Pick a login under See What Others See to preview the hub the way that person sees it. Pick View as... again to return.
Login Management
Add logins, send invite links that expire in 7 days, reset passwords, or switch a login off. Switching a login off signs that person out everywhere.
Profiles and provider branding
In Settings, use Profile for to edit any login's profile. The Provider card sets your company name and logo, shown as Powered by on the login screen and menu, and picks which profile the login screen shows.
Updates and passwords
Upload changed files to the re-on-autopilot-v2 repository on GitHub and commit. Netlify redeploys in about a minute. Passwords and keys live only in Netlify environment variables: OWNER_EMAIL, OWNER_PASSWORD, REAP_SESSION_SECRET, ANTHROPIC_API_KEY and OPENAI_API_KEY.
Settings
Mileage rate, profile, and branding.
IRS Mileage Rate
Used to calculate the deductible value of each business trip
Automatic Trip Logging
For your login only. Your phone logs a drive each time it connects to the car. Drives show on Mileage as Needs Audit so you can assign them.
My Profile & Branding
Your name, brokerage and logo show in the menu, page headers, reports and your newsletter.
Profile
Name, company, and contact details
Logo and Photos
PNG, JPEG, or WebP. Large images shrink on their own.
Provider
Owner only. Shown as Powered by on the login screen and menu for every agent. Never on reports.
Download All My Data
Your records belong to you. Take a full copy any time.
One ZIP file with an Excel workbook (properties, commissions, expenses, mileage, customers, newsletter contacts and settings) plus every receipt photo and document you uploaded.
Demo Data
Sample properties, customers, expenses, mileage and newsletter contacts so you can try every screen.
Every demo name and address is made up. Your own records stay untouched, and Remove Demo Data takes out only the samples.
Change My Password
Changing it signs you out on your other devices.
Million Dollar Club
Sales volume this year
Monthly Sales Volume
Closed volume by month this year
Commission Progress
Anniversary year
Upcoming Reminders
Anniversaries and birthdays in the next 60 days
Active Properties
Listings not yet closed
Commission Setup
Split tiers, broker service fee, earnings programs, and anniversary year. Every commission figure uses these.
Fill From a Photo
Upload a photo or screenshot of the commission schedule. The form fills in for you to review.
Commission Split Tiers
The agent earnings (commission after the split, before programs) where each split begins. The part of a closing past a tier line earns the higher split. The first tier starts at $0.
Broker Service Fee (BSF)
A percent of each closing your brokerage keeps, if yours charges one
Anniversary Year
Start of the production year for split tiers
Brokerage Earnings Programs
Deducted from agent earned on each closing, such as Wealth Building
Million Dollar Club
Track each club your association or brokerage runs. Pick what each one counts (sales volume or gross commission) and the year it counts over (calendar or your anniversary year). Both-sides closings count twice toward sales volume.
Agents
Every agent account, its trial or plan, and support access. Only you see this page.
Owner Audit Log
Account changes and every support visit, newest first.
Clients & Reminders
Who to contact and when
Reminders
Anniversaries and birthdays in the next 90 days
Client Contacts
Phone and email for every customer
Documents
Contracts, closing statements, disclosures, and receipts. Saved on the server for both of you.
Upload a Document
PDF, Word, Excel, or photos · up to 10 MB each · large photos shrink automatically
All Documents
Loading...
Activity Log
Who changed what, newest first. Only you see this page.
Real Estate Education
Pick a question. Claude writes the Facebook, Instagram, LinkedIn and X posts, each sized for its platform, and builds a branded image.
1. Who are we helping?
2. Choose a subject
3. What question are we answering?
4. Your explanation & experience
Optional. Claude starts from your notes and keeps your points.
5. Sources & direction optional
Your posts
A good question starts here.
Choose a question on the left, add your take, and click Write.
You get one finished post for each platform, plus an image.
1. The posts
One complete post per platform. Click a tab to switch.
Not right? Rewrite the posts
2. The image
Post this image with every platform version.
3. Review before posting
Account Switches
Only you see this page. The agent never sees sections you switch off.
Sections
Switch sections on or off for the account you are in. Use this for add-on pricing or to hide a section while you set it up.
Start Fresh
Clears records in the account you are in. Commission settings, logins and switches stay.
Connections
Set in Netlify, Environment variables. Values stay hidden. These apply to every agent.
AI Usage (estimate)
What the AI work cost, from the usage Anthropic and OpenAI report on each call. Compare it with your Anthropic and OpenAI bills.
Prices used for the estimate
Split Receipt
Photograph a receipt with items for multiple properties. Claude will read each line item so you can assign them individually.