An Onboarding Analyst will process your Join Application once it has been submitted and will be a point of contact during your onboarding. They partner with your State Broker Team, who handles the license transfer process. For onboarding support you can contact our esteemed eXpert Care Concierges in eXp World, as well as through the swift channels of email and phone located below.

eXpert Care Concierge Phone Number:

(833) 303-0610

eXp World: Go To > eXpert Care Desk > Lobby/HUB
Onboarding Email: Onboarding@exprealty.net

Start Here

Onboarding Process Step by Step

Use your personal code to track your eXp Onboarding Status at any time.

Onboarding Tracker

Step 1: Submit the Join Application

The agent must submit the eXp Realty Join Application in order to start their Onboarding process.

Join App Walk Through Guide
If you are interested in applying for a Letter of Intent or a Cap Deferment, after the Join Application is submitted, please click on the links below for more information:

Please see below if you are an agent who is transitioning your team or brokerage to eXp Realty

As the Team Leader or Brokerage Owner, upon completion of your
Join Application, a member of eXp Realty's Team and Brokerage Integrations will contact you to facilitate your team or brokerage transition and formation within eXp.
As a Team Member, upon your activation, a member of eXp Realty's Team Services will contact you to address any inquiries as a team member.

Step 2: License Verification

The Onboarding Analyst will review the agent's name and license number on the state commission website and will verify the license status.
Please know that the agent's Join Application information must match their name as licensed.

Step 3: Broker Approval:

The Onboarding Analyst will contact the State Broker Team for further information regarding your license status and eligibility of transfer.

Step 4: Document Completion

The Onboarding Analyst will be reviewing the agent's completed
Independent Contractor Agreement (ICA) and will be contacting the agent regarding any revisions needed. All revision correspondence will be sent from the following email: onboarding@exprealty.net. The paperwork for that revision will be sent from the following email: revisions@exprealty.net.

Please note that the final four digits of your tax identification number must match on both your W-9 form and Direct Deposit form.
For guidance on completing your W-9, please refer to the document below. Alternatively, we recommend seeking the counsel of a tax professional for further assistance.

Please note that if your Join Fee or Monthly Fees are filled out on your application to be paid by another party, the Onboarding Analyst will reach out to you to seek the contact information for that party to fill out a 3rd Party Payment Authorization Form.

Step 5: License Transfer Step

Depending on the agent's state, the State Broker Team will contact the agent with detailed instructions on the next steps of the license transfer process. Once the agent's license has been affiliated with eXp Realty, the agent will move to the final process of Onboarding.

State Information Portal
Email: stateabbreviation.broker@exprealty.net

Example: Florida → fl.broker@exprealty.net

Step 6: Become an active agent with eXp Realty

The Onboarding Analyst will review the agent's Join Application in full in order to activate them in our system. The agent will receive an automated Welcome Email once they are converted to active status in our internal system, Enterprise.
Please note that the $149 Join Fee will be charged within 24-48 hours of being activated.

Welcome to eXp!

We would appreciate your feedback regarding your Onboarding experience. Within the next few days you will receive an email to complete your first NPS Survey - NPS FAQs

Frequently Asked Questions

Mentor Program

Agents that are enrolled into the Mentor Program are encouraged to review the Mentor Program Manual & the
GO! Curriculum that is offered so they are familiar with the program and can effectively begin working with the Certified Mentor when assigned.

Mentor Manual & Mentor Program Checklists - Agent Facing Material:

Brokerage and Team Integrations Analyst

Team Structures at eXp

A Team at eXp Realty is defined as:

One Team Leader
One or more licensed agents working as a Team Member with a Team Agreement

Please note that this may vary per state guidelines

Team Agreements are mutually agreed upon terms between the Team Leader and Team Members. These agreements are in writing and carefully considered to ensure compliance with all federal, state, and local laws, as well as company policy. eXp Realty will not intervene in any disputes between Team Members and Team Leaders.

Domestic Team

Domestic Team Guidelines
Two eXp agents that are legally married or that file joint tax returns, or similar. The Primary and Secondary Partners have a combined Company Dollar Commission Cap of $16,000 and the Secondary Partner has a reduced Monthly Cloud Brokerage Fee.

Self-Organized Team

A minimum of two eXp agents. All agents on the team will have a Company Dollar Commission Cap of $16,000.

Standard Team

A minimum of two eXp agents. The Team Leader will have a Company Dollar Commission Cap of $16,000 and the Team Members are able to have a reduced Company Dollar Cap of $8,000. If the reduced cap is elected, the Minimum Team Split of 25% to the Team Leader on all transactions will apply.

Mega Icon Team

A minimum of 11 eXp agents: 1 Team Leader and 10 Reduced Cap Team Members. The Team Leader will have a Company Dollar Commission Cap of $16,000 and the Team Members are able to have a reduced Company Dollar Cap of $4,000. Satellite Team Leaders will have a Company Dollar Cap of $8,000. If the reduced cap is elected, the Minimum Team Split of 25% to the Team Leader on all transactions will apply.

Please view the eXp Realty Teams Defined document for full details on each team structure.

Checklist for Joining Teams and Brokerages

Contact our Integrations department regarding establishing, joining, or attracting a team or brokerage via TeamIntegrations@exprealty.net

Team Services Analyst

Joining an Onboarding eXp Team:

Welcome to eXp Realty! If you are joining eXp Realty with your Team who is transitioning to eXp, your Team Leader will be assigned to a Team Integrations Analyst.
The Integrations team facilitates the team transition from the first point of contact through the Onboarding and activation process. Once the Team Leader has been activated with eXp Realty, Team Services will assist with creating the team in our system and adding the Team Member. Please see below for further details specific to each team type.

Joining an Existing eXp Team (Post Onboarding):

An active eXp agent can choose to join a team in any state, varying per state restrictions. An agent can only join one team at a time, and join or leave a team with proper notification at any time.

Documentation Required and Company Dollar Commission Cap Changes When Joining a Team

All Team Addendums are sent from Teams@exprealty.net via DropboxSign

Self-Organized Team Members

An eXp Team Addendum is not required.
The Company Dollar Commission Cap remains at $16,000 for all agents on the team and all agents may be eligible for an Agent ICON Award.

Standard Team Members

An eXp Standard Team Addendum is required to be completed by the Team Leader and each Team Member.
When the Standard Team Member Addendum has been completed, the agent will be added to the team in our system and the Company Dollar Commission Cap will be adjusted to the Standard Team Member Cap of $8,000.
Team Members on the reduced Standard Team Member Cap of $8,000 will not be eligible for an Agent ICON Award.
Team Members who opt to retain a full Company Dollar Commission Cap of $16,000 will complete a Full Cap Election Team Member packet and may be eligible for an Agent ICON Award.

Mega Icon Team Members

An eXp Mega Icon Team Addendum is required to be completed by the Team Leader and each Team Member.
When the Mega Icon Team Member Addendum has been completed, the agent will be added to the team in our system and the Company Dollar Commission Cap will be adjusted to the Mega Icon Team Member Cap of $4,000.
Team Members on the reduced Mega Icon Team Member Cap of $4,000 will not be eligible for an Agent ICON Award.
An eXp Mega Icon Satellite Team Leader Addendum is required for agents residing more than 100 miles from the Team Leader or residing in another state in which the Team Leader is not licensed.
When the Mega Icon Satellite Team Leader Addendum has been completed, the agent will be added to the team in our system and the Company Dollar Commission Cap will be adjusted to the Mega Icon Satellite Team Leader Cap of $8,000.
Mega Icon Satellite Team Leaders will not be eligible for an Agent ICON Award.
Team Members who opt to retain a full Company Dollar Commission Cap of $16,000 will complete a Full Cap Election Team Member packet and may be eligible for an Agent ICON Award.

Contact our Team Services department regarding joining, leaving, or converting a team structure via TeamServices@exprealty.net

Post Onboarding Tools and Resources

Your Office

eXp World

A virtual environment to connect with staff in all departments of eXp in real time.
Gain access to accounting, transaction, or broker support anywhere with an internet connection.

eXp World Walkthrough Video
This is where the State Broker Team works every day. It isn’t mandatory that you work there but it does bring you into contact with others and has access to a wealth of information. Just having the ability to go there is an asset.
We also have a mobile version!

Apple: Download eXp World

Android: Download eXp World

Take the eXp World Tour offered Monday-Friday at 1:00 ET, 3:00 ET & 5:00 ET.
It departs from the orange circle by the landing area when you enter the World.
Meet your State Broker Team on your state’s Broker Room Floor.

While there, identify the Agent Co-Lab Space on your State Room Floor.
This is space for new agents to gather, work together, and get to know others while having help nearby!

FUN Avatar Commands for eXp World

Workplace

eXp Workplace is an online collaborative software tool developed by Meta Platforms.
It facilitates online group work, instant messaging, video conferencing, and news sharing. This platform is used for eXp announcements and communication between eXp staff and agents.

Download Workplace Chat on your computer as well as your phone.

Apple: Download Workplace

Android: Download Workplace

Join our Workplace Groups:

Workplace Chat

The Workplace Chat desktop app for Windows and Mac lets you chat with your coworkers. It’s an alternative to chatting with coworkers on Workplace in a desktop browser.

Download Workplace Chat on your computer as well as your phone.

Apple: Download Workplace Chat

Android: Download Workplace Chat

eXp Tools

Passport/eXp OKTA

Passport/eXp OKTA is a localized dashboard for all eXp applications and systems.

You will receive a Welcome Email that contains helpful information and a link to our tools and services, along with your eXp email.

eXp Enterprise

eXp Enterprise will track transactions, company stocks and equity share, find agents, capping status and use the tools to get custom details about revenue share. Your one-stop Enterprise application for all your business needs and all things eXp Realty.

Navigate eXp Enterprise

My eXp App - eXp Realty

Download the My eXp app from the Apple App Store and experience functionality to help you keep track of all of your important eXp information from your mobile phone.

Features include:

Improved design and speed
Mobile-specific user interface for ease of use
Download reports directly to your device (no longer sent to email)

You will be able to access your revenue share group on all seven levels, helping you to see your business on a holistic level. For example, you will see who is in level 1 and their progression to FLQA status. You will also be able to view prior months’ revenue share earnings, whose FLQA is about to expire and much more.

The My eXp app is available to all eXp residential and commercial agents where eXp Realty operates in the world.

Apple: Download My eXp App

Android: Download My eXp App

SkySlope

All-in-one transaction management platform for brokers, agents, auditors, and transaction coordinators to execute, store, organize, and audit real estate documents from anywhere at any time.

Apple: Download SkySlope

Android: Download SkySlope

Transaction Coordinator (TC) Access

SkySlope Basic Training from eXp University

SkySlope Tutorials

Transaction Quick Reference Guide

SkySlope Password Reset - Use your eXp email

kvCORE

eXp Realty provides agents with kvCORE, a powerful lead generation and marketing platform that offers end-to-end, lead-to-contract management, including web and IDX, listing promotion, transaction integration and more. All eXp Realty agents receive the full agent version of kvCORE at no additional cost. For information on kvCORE for teams, visit the Marketplace tab on your kvCORE dashboard.

kvCORE Agent Success Plan

kvCORE 101

kvCORE Training from eXp University

kvCORE Support

RingCentral

An 800 number and personal extension to use for your business.An email from RingCentral with your office number and personal extension will be sent to you once your account is activated (check your SPAM folder if you don’t see it).

This is an alias number that you will forward to your personal phone.
Some states require a business number on your marketing materials, including business cards. Make sure to check with your State Broker Team regarding compliance in your state.

Email stateabbreviation.Broker@exprealty.net
(Example: TX.Broker@exprealty.net)

Apple: Download RingCentral

Android: Download RingCentral

Regus

Access to more than 3,000 working spaces and meeting rooms around the world. Complimentary for eXp Realty agents with a completed required membership application.

BuildASign

eXp Realty agents receive a special discount for their first set of business cards through BuildASign, an eXp Solutions Partner. Make sure to review your state advertising guidelines when ordering your business cards. Your state broker team can assist if you have questions.

Log into the eXp BuildASign Website and then click on The New Agent Start Kit tab to order.

Join Build A Sign Workplace Group for more info or questions.

eXp Events

eXp Events App provides event details and agenda for all eXp Events. You can also interact with agents at the event while connecting with them through the application. This will let you network and build relationships at these in person eXp events.

Apple: Download eXp Events

Android: Download eXp Events

Agent Healthcare Benefits

Agent Healthcare by Clearwater

Clearwater Benefits offers a wide variety of healthcare plan options to meet everyone’s unique needs. On average, members save $10,000 a year on fixed medical costs and 80% on out-of-pocket costs when they switch to the innovative Clearwater Benefits plan.

Your Marketing

How is your picture? Get a New Professional Headshot taken for future marketing.

Provide it to your Broker Team as well.

Visit eXp’s Marketing Center. This is where you can find business cards, logos, brand guidelines, marketing materials & more!
Order your Business Cards.
Order a Name Badge ( or 2).
Order Open House signs - three to five is a good start number.
As a new agent, open houses can be a good source of business as well as experience!
Order yard signs & name strips as well so you are prepared when the business comes!
A minimum order of one or two signs is a good start.

Tip: Build A Sign gives deep discounts to eXp Agents
Set up your social media accounts - Make sure they are all updated with eXp & meet state advertising guidelines. Your state broker team can assist if you have questions.

Business Websites you own
Social Media platforms you will use for business

Create agent profiles for the following real estate websites. You may need a NRDS number for some of these. This is the number assigned to you by the National Association of Realtors.
You can find this number HERE.

Create your Bio for your website, marketing & more!

Tip: This is about you…

not necessarily your real estate experience. People want to know who you are & if they can know you, like you & trust you, so share who you are! Give information people can relate to & find common ground with you, creating that trust!

eXp Communications

eXp Email

The eXp email address is an “alias” that automatically forwards to the personal email account that was designated upon joining eXp. There is not a separate inbox specifically for the eXp email address.

Recommendations:

Use the eXp email address for all real estate communications. It is a marketing piece, it is something easy for clients to remember, and it’s also a way that eXp will communicate with the agent.
Create a folder titled “eXp” to store important communications, logins, and more.
Chrome is the preferred browser for eXp programs and platforms. Download Chrome to your computer.
Create an email signature for the eXp email address to provide important information in your correspondence.
Add your signature as a mobile signature on your phone as well.
Tip: Be mindful of lots of pictures or add-ons as most are viewed on phones.

Example:

Amanda Calix, REALTOR®

eXp Realty, LLC

(331)111-1111

amanda.calix@exprealty.com

Voicemail

Update your voicemail as a real estate professional to reflect your new business and associate with eXp Realty.

Example:
“Hi! This is Jane Smith with eXp Realty. I am away from the phone right now. Please leave a detailed message, with your name and best number to reach you and I will get back to you promptly! Thank you & have a great day!”

Attracting Agents

Use your personalized company site to send to joining agents.

Example:

https://glennsanford.exprealty.careers

Business Cards and Marketing Materials

Visit expmarketingcenter.com to create your business cards and marketing materials

Need additional guidance? Contact your State Broker Team via phone and email. You can locate your State Broker Team contact information in the US Agent Center

(Select State > CLICK ON ‘State Broker Contact Information’)

Email: stateabbreviation.Broker@exprealty.net (Example: TX.Broker@exprealty.net)

Your Growth at eXp

*** Subscribe to eXp YouTube Channel ***

National Training Workshops

These trainings cover everything from “Getting Started” to “Getting Paid Fast”, “Lead Opportunities”, and “Creating Transactions”.
Attend the National Training Workshops offered every Tuesday and Thursday in the National Training Auditorium within eXp World, located on your State Room floor, second door on the left.
Times for offerings are located here on the eXp Calendar.

eXp University

Go to eXp University to access a collaborative learning environment created across multiple platforms and 24/7 access to training in a variety of delivery methods including live, on-demand, online course, podcast, or in-person event
Visit eXp University Workplace Group to view announcements and past training.

Recommended Training

State Broker Team Meetings and Sessions

Attend your State Broker Team’s business meetings & any additional sessions offered by your State Broker Team.
Schedule any state requirements for your first year of licensure.

Commercial Training

eXp Realty Worldwide and eXp U.S. Commercial Agents are eligible to attend Commercial Real Estate Training

Your Affiliations

Determine your Local Board & MLS affiliation if you have not done so already.
Pay your board and MLS dues and complete any required New Agent Orientation as soon as possible.
Attend the entry-level class for your MLS.
Purchase a lockbox if they are not supplied by your Local Board or MLS.
Visit or call your Association office and learn about committees and other ways you can become involved.