WORLD-CLASS EDUCATION,
STRATEGIC PARTNERSHIP & STOCK AWARDS
This guide starts after you have joined eXp Realty, and walks through the steps of onboarding.
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Partner With Me At eXp Realty
Complete Broker Tasks
Complete Broker Tasks
Attend your state broker orientation and meet the Brokers.
Check the eXp Calendar to search for your State Orientation schedule.
eXp World: Go To > Realty > Select your state on the map
Broker Email stateabbreviation.Broker@exprealty.net
Example: Florida → fl.broker@exprealty.net
Make sure to join an Association of Realtors (AOR)/Multiple Listing Services (MLS) within the first few days.
Upon affiliating your real estate license with eXp Realty, it is imperative that you promptly become a full member of a Local Association/Board of REALTORS or update the Association roster within a few days of completing your Onboarding process.
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.
Make sure to add the Broker Calendar and lookout for announcements in your State Broker Workplace Group
Check out the US Agent Center for your State resources
Note: Watch for a Welcome Email from your Broker Team upon activation
** Please verify with your Broker Team for further information **
Review, Sign and Complete the Internal eXp Team Agreement
*** This Section Does NOT Apply to Individual Agents. This is ONLY for Team Agents. ***
Make sure to sign the internal team agreement. The Team Services Analyst will send out the internal team agreement in the following order:
Team Leader Addendum Packet to be signed by team leader (once team leader is activated).
Team Member Addendum Packet to be signed by all parties (once team member is activated).
Team Leader (Completes Fillable Fields & Signs)
Team Member (Reviews & Signs)
eXp Leadership (Reviews & Signs)
The Internal team agreement is sent from our electronic signature platform, “HelloSign/DropboxSign” (teams@exprealty.net).
Welcome to The Mentor Program for Mentees
The Mentor Program provides newly licensed agents with a partner and a path to gain the fundamental knowledge needed to start and build a successful real estate career. Each new agent, known as a mentee, is paired with a certified eXp Realty Mentor who is a member of the same MLS.
Are you a mentee? Check out the resources linked:
Are you a mentee that is joining a team?
Have you been added to the Mentor Program by error?
Do you have additional questions? We would love to hear from you:
Email: mentorprogram@exprealty.net
eXp World: Go To > Agent Support > InfoSphere
Note: Any new licensee that joins eXp Realty that has NOT completed a minimum of three real estate transactions in the previous 12 months prior to joining are required to participate in eXp’s Mentor Program as a Mentee. You can NOT opt out of the Mentor Program. Please contact the Mentor Program if you have questions concerning program waivers.
You can find more info in the Mentor Program Manual
eXp OKTA
Passport/eXp OKTA is a localized dashboard for eXp applications and systems. You will receive a ‘Welcome Email’ which provides tools, services, and your eXp email alias.
Log in here to easily access all of your eXp tools.
IMPORTANT: Chrome is the preferred browser for eXp programs and platforms. Download Chrome to your computer.
** Note: The eXp email address is an “alias” that automatically forwards to the primary email account that was designated upon joining eXp. There is NOT a separate inbox specifically for the eXp email address. Make sure to check your spam/trash folder email. **
Workplace & Workplace Chat
Workplace / Workplace Chat is a collaborative software for online group work, messaging, video conferencing, and news sharing. This allows eXp staff and agents to communicate and share announcements.
Download Workplace:
Download Workplace Chat: Provides an alternative to browser-based chatting on Workplace
Download Workplace Chat on your computer as well as your phone.
Apple: Download Workplace Chat
Android: Download Workplace Chat
References:
My eXp
Explore My eXp for convenient access to all your important eXp information on your computer and mobile phone.
Features:
Agent-to-Agent Referrals
Access your revenue share group on all seven levels
Track business progress
View Year-End earnings
View Achievements: Capping, FLQA’s, Awards, ICON – Production
Mentor Program (New agents will be able to contact their mentor and track their graduation status)
Note: The app is available to all eXp residential and commercial agents worldwide.
Enterprise
eXp Enterprise offers a range of features such as:
My Business:
My Dashboard: Overview of production, transactions and commissions
Revenue Share Dashboard (My eXp): Overview of revenue share
eXp Equity Program (Shareworks)
My Agent Profile: Access to your internal profile, transactions and capping history
My Expert Profile: For consumer marketing and the Agent Directory
Online Payments (VersaPay)
My Passport Account: Access username and update password
Optional Services (kvCORE) *Ensure to Opt-into kvCORE as your first step
My Account: Access username, update password and manage notifications
Contact Support (Support eXp Cloud)
Agent Directory (Search eXp Agents)
kvCORE (Free CRM & Website)
eXp Realty offers agents kvCORE, a robust lead generation and marketing platform. It provides comprehensive management from lead generation to contract, including web and IDX, listing promotion, transaction integration, and more. All eXp Realty agents get the complete agent version of kvCORE without any extra charges. For details on kvCORE for teams, please check the Marketplace tab on your kvCORE dashboard.
** Website Build could take up to 7-10 business days **
Log In To eXpEnterprise.com
Click “Optional Services”
Locate “kvCORE”
Click “Sign Up”
Confirm Contact & MLS Details. You will NOT be able to change these details.
If something looks to be incorrect, STOP, and reach out to Agent Transitions/Onboarding and your state’s eXp Realty Broker Team
They can assist in updating your Enterprise account with the correct information.
Once corrected then you can complete the opt in process.
Check The Box That States ” I understand accounts that are inactive for 60 days will be closed.”
Hit “Send”
References:
SkySlope
Skyslope is an 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.
Watch now on Demand or Sign Up: Skyslope Agent Training
Does your transaction coordinator need access to Skyslope? If so, ensure to complete the following form:
Day 2
Explore eXp World
Visit eXp World, a next-generation metaverse platform that runs directly from web browsers. This move aims to enhance the modern real estate experience by offering a powerful, user-friendly web-based platform for collaboration, networking, and business development.
Get FAST assistance in eXp World from:
eXpert Care Concierge
Broker Team
Tech Support
Accounting
and MORE!
Take the eXp World Tour
When: Monday-Friday at 1:00 ET, 3:00 ET & 5:00 ET.
Note: Click Here to Attend eXp World Tour
Reference:
Add eXpert Care to your phone
Unlock instant support by adding eXpert Care to your phone. Scan the QR code below for an instant contact card download.
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eXpert Care Concierge Phone Number:
(833) 303-0610
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eXp World: Go To > Agent Support > eXpert Care
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Onboarding Email: Onboarding@exprealty.net
Twilio – Alternative Phone Extension (Optional)
Twilio is a phone number and personal extension to utilize for your business. Once you are activated in eXp, you are automatically assigned an extension to go with your State Office number. This is an alias extension that will forward to your personal phone.
In order to obtain your extension please visit Expert Care.
Phone: 833-303-0610
Email: ExpertCare@exprealty.net
eXp.World: Go To > Agent Support > eXpert Care
Hours of service: Monday through Friday from 8 a.m. to 11 p.m. ET / 5 a.m. to 8 p.m. PT and Saturday and Sunday from 8 a.m. to 8 p.m. ET / 5 a.m. to 5 p.m. PT.
Note that some states require a business number on marketing materials, such as business cards, so check with your State Broker Team for compliance in your state.
Email stateabbreviation.Broker@exprealty.net
Example: Florida → fl.Broker@exprealty.net
Support Email: Support@exprealty.com
Order Marketing Materials
Agent Starter Kit: 250 business cards and digital business card options, 15 presentation folders, a welcome booklet with important resources, an eXp Realty sticker and a branded mug. Below are the steps to access the Agent Starter Kit:
IMPORTANT NOTE: Use promo code EXPNEWAGENTWELCOMECREDIT to apply the discount manually. This Agent Starter Kit will also include your business cards.
Click HERE to access the login page on the BuildASign website.
Enter your agent eXp Passport credentials.
Click “Continue Shopping”. You will land on the New Agent Starter Kit page. Scroll down and click “Buy Now” to proceed through the prompts.
Choose your preferred business card design from the 8 options. Click “Continue”.
Design the front and back of your business card using the intuitive design tool.
Click “Save and Continue”. All the contents of the New Agent Starter Kit have now been added to your shopping cart, but ONLY the business card will be displayed. This is normal.
If you need to go back and edit your design, click “Edit Design” from the shopping cart where you will be able to edit the front and back separately.
If you need to checkout at a later time and don’t want to lose your design, your design will be saved in your shopping cart for 7-10 days.
Your shopping cart total will show $0 balance. (In order for the credit to apply appropriately, please ensure there are no other products in your shopping cart except for the New Agent Start Kit)
Note: It can take up to 2-3 weeks to receive your business cards once its been ordered
For any questions or if you the need the email resent, reach out to eXpertcare@exprealty.net
Visit eXp Marketing Center to design your business cards and marketing materials
IMPORTANT: Submit ALL marketing materials for review to your designated broker team via email prior to ordering
Broker Email: StateAbbreviation.Broker@exprealty.net
Example: Florida → fl.broker@exprealty.net
Access BuildASign to order your own custom designs such as;
Open House Signs
For Sale Signs
Event Banners
Business Cards
And More
Join Build A Sign Workplace Group for more info or questions
Setup Your eXp Email Alias and Signature (Optional)
This guide will help you send emails to clients using your eXp email alias. If you prefer not to edit your personal email, feel free to skip this section.
Setup your Email Settings:
Create an Email Signature for Your Primary Email:
Example:
Amanda Calix | Realtor eXp Realty
Office: 111.111.111 | Cell: 954.111.1111
www.exprealty.com
Recommendations:
Add eXp Logo to your email signature
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
Be mindful of too many pictures or add-ons
Setup Your Voicemail
Update your voicemail as a real estate professional to reflect your association with eXp Realty.
Example:
“Hello! This is Amanda Calix with eXp Realty. I am away from the phone right now. Please leave a detailed message, with your name and the best number to reach you and I will get back to you promptly! Thank you & have a great day!”
Day 3 – Training Day
Attend the National Training
The National Training will cover everything from “Getting Started” to “Getting Paid Fast”, “Lead Opportunities”, and “Creating Transactions”.
Location: eXp.World: Go To > Realty > Select your state on the map > Door found in the Broker Room Lobby.
View the schedule for this training on the eXp Calendar.
On-Demand National Training Note: If you have a busy schedule, check out these modules—they cover the first 4 National Training classes.
Complete eXp University Tasks
- Explore eXp University Website
- Subscribe to eXp YouTube Channel
Follow eXp University on Workplace
What to eXpect from the Mentor Program
A Certified Mentor is someone who has a passion for the field of real estate and for helping other agents. Mentors must apply and complete eXp Realty’s Mentor Certification Process, making a commitment to help new agents acquire the fundamental knowledge necessary to start and build a successful real estate career. Approval of applicants to become a mentor is dependent upon the state broker team and completing the requirements found in the Mentor Overview below.
Interested in becoming a Certified Mentor?
Do you have additional questions? We would love to hear from you:
Email: mentorprogram@exprealty.net
eXp World: Go To > Agent Support > InfoSphere
You can find more info in the Mentor Program Manual
Day 4 – eXp Benefits
What to eXpect from the Mentor Program
Agent Healthcare by Clearwater (Optional)
Note: If you don’t need health insurance, please proceed to the next day’s tasks.
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.
Regus
Regus is the world’s largest provider of flexible workspaces with over 4,000 locations globally. Regus has offices, coworking spaces, and meeting rooms in every major town, city, and transport hub. Complimentary workspaces for eXp Realty agents are available with a completed Required Membership Application.
Day 5 – Learn How to Generate Leads! Explore all eXp Referral Engines
Revenos
(~30 hrs combined time to become certified for all Revenos Programs) Revenos is eXp Realty’s buyer and seller referral engine dedicated to connecting thousands of motivated buyers and sellers to agents like you!
eXp’s Revenos encompasses an impressive array of referral programs, carefully crafted to elevate your real estate game, these programs include, eXp Relocation, eXp Affinity, eXp BundleSelect, Making It Rain, Institutional Investment Services, ExpressOffers & eXp REO.
Don’t wait to tap into these industry-leading programs. By joining Revenos, you’re plugging into a powerful referral network that opens up a world of revenue possibilities for your real estate business. Get started now and watch your success soar to new heights!
Get started on each of these industry-leading programs today and tap into a powerful network to create more revenue possibilities for your business!
Revenos Website
First 3 things to begin your Revenos journey:
1. Review Certification & Training Article
2. Add Revenos Training Calendar to your calendar
3. Join the Workplace Group
eXp Relocation
(12 hrs) We match local eXp agents to corporate transferee clients. Earn your eXp Relocation certification to qualify.
Certification Process
We offer 4 training modules to give you all the tools and knowledge to be a successful relocation trained agent. View Revenos Calendar for Live Modules
eXp Affinity
(2 hrs) We offer real estate, moving services and eXp agent expertise to employee or membership benefit programs. Earn your eXp Affinity certification to qualify.
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Certification Process
We offer 2 training modules to give you all the tools and knowledge to be a successful eXp Affinity trained agent. View Revenos Calendar for Live Modules
eXp BundleSelect
(4 hrs) Bundle Select is a new program for our eXp Agents to offer our eXp & Bundle Select Employee Real Estate services directly to corporations and organizations.
It is a real estate platform that bundles eXp Realtors, lenders and real estate services together, saving employees 20%* or more in transaction fees. Giving you the tools to offer these employee real estate platforms and services to corporations and organizations DIRECTLY! YOU MANAGE THE CORPORATE RELATIONSHIP!
Certification Process
Take the live training modules
Making It Rain
(1 hr) In today’s fast-paced real estate arena, digital lead generation reigns supreme as the ultimate tool for nurturing a dependable stream of quality leads. With this program, you can tap into subscription-based lead campaigns & extensive resources, ensuring that you construct and maintain a thriving client database that continues to yield exceptional results for your business.
Making It Rain Website
Want to learn more about MIR? Get Started Today
All MIR Resources
Join the Workplace Group
ExpressOffers
(10 min) ExpressOffers is our proprietary iBuying software platform that connects eXp Agents to our marketplace of Institutional Investors (iBuyers). Agents identify properties for the investors using their Buy Box criteria and receive the normal commission that you would negotiate for the listing side of the transaction. ExpressOffers potentially gives you a cash buyer for the sellers depending on their unique situations.
eXp REO
(12 hrs) We assign eXp agents to manage and list bank-owned properties. Earn your eXp REO certification to qualify.
Certification Process
Take our 4 eXp REO Certification live training modules and updated courses/classes (as needed). View Revenos Calendar for Live Modules
eXp Exclusives: Nationwide Listing Network
(1 hr) eXp Exclusives is a cutting-edge platform that offers eXp agents and their clients access to a broad geographic network of on-and-off market listings. Participating agents in the United States and Canada will now be able to share off-market and pre-market listings with other eXp agents and clients through a mobile app, powered by Zenlist. eXp Exclusives is free to eXp Realty agents, and will also house all eXp Realty active MLS listings. In addition — in many markets, eXp agents and their clients will also be able to access all MLS listings in Zenlist’s collaborative platform.
Day 6 – Setup and Download other eXp tools
eXp Events App
(5 min to download) The eXp Events App provides details and agenda for ALL in person 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 while at the event.
Lofty (Formerly Chime Official)
(10 min to learn about) The eXp community now has exclusive access to Lofty’s award-winning CRM and sales acceleration platform, designed to help real estate professionals close more deals faster.
eXp Agent Stock Programs
(10 min to learn about) At eXp, we offer agents the unique opportunity to become a shareholder in our company and celebrate the company’s financial success. Agents can earn stockawards for various achievements such as closing their first transaction and enroll to be paid a small percentage of their earned commissions in stock at a discounted rate.
eXp has partnered with Shareworks by Morgan Stanley for the management and administration of its equity plans. Shareworks is available to all agents.
Get started with your Shareworks by Morgan Stanley account
Log into eXp Enterprise and select Shareworks under the Home tab.
A guide on setting up your Shareworks account can be found here.
Enroll to earn 5% of net commissions in EXPI stock at a 5% discount through the Agent Equity Program.
Email: stock@exprealty.net
SUCCESS® Lending
(10 min to learn about) SUCCESS® Lending is bridging the gap between homebuyers, real estate agents, and loan officers by offering a faster, smoother, and more stress-free mortgage lending experience. Through innovation, technology, and our unique business model, we are transforming the mortgage lending and real estate industry.
Flowcode For eXp
(10 min to learn about) Flowcode provides eXp agents with a platform to drive leads and measure the effectiveness of their offline media, marketing, and consumer-facing efforts through our Flowcode QR codes, customizable Flowpage mobile microsites, and analytics dashboards.
- Join Flowcode Workplace Group
- CLICK HERE to Sign Up and Get Started
- CLICK HERE to Sign Up for Flowcode Training
- WATCH Testimonial Video From other Agents Using Flowcode Across Other Brokerages
Questions? Reach out to expsupport@flowcode.com
Become an eXp Luxury Agent
(10 min to learn about) Join eXp’s exclusive Luxury Division, and gain access to a robust suite of resources, tools, and training designed to differentiate you in the luxury market. Grow your affluent client base with an impressive portfolio of luxury advertising that includes WSJ, Robb Report, Barron’s, and more, as well as presentation materials and access to a collaborative community. Learn More
How To Join eXp Luxury
Qualify: You may qualify to join through past sales production or by earning a Luxury Certification.
Apply: To determine if you qualify, complete the Membership Application.
Agent membership fee is $2,500 annually. Team members* may join for $995 a year. *Self-organized teams are not eligible for team rates.
Have questions?
Day 6 – Additional Information
kvCORE CRM & Website Customization
(2 hrs) eXp Realty offers agents kvCORE, a robust lead generation and marketing platform. It provides comprehensive management from lead generation to contract, including web and IDX, listing promotion, transaction integration, and more. All eXp Realty agents get the complete agent version of kvCORE without any extra charges. For details on kvCORE for teams, please check the Marketplace tab on your kvCORE dashboard.
Recommendations to Maximize your Potential and Optimize your Real Estate Business for Success Using kvCORE:
- Integrate Your Network:
Begin by incorporating your sphere of influence, including friends and family, as well as any existing leads into the kvCORE platform. You can accomplish this either by manually adding each contact or by utilizing the “bulk lead import” feature within the lead engine section. For bulk imports, ensure your contacts are in a CSV format, which can be obtained by exporting them from their current location. Once uploaded, you have the option to handle the CSV spreadsheet yourself or entrust the kvCORE lead import team to complete the process on your behalf. Please note that the imported contacts typically appear within approximately three days.
2. Engage with Email Marketing:
Leverage the power of kvCORE’s email system to communicate with your database effectively. Craft engaging emails and dispatch them to your contacts to maintain a consistent connection. By establishing a follow-up plan, you can prevent potential leads from slipping through the cracks. After all, it would be counterproductive to put in the effort to acquire a lead only to let it go to waste, right?
3. Implement Smart Campaigns:
Take advantage of kvCORE’s intelligent campaign feature, which automates the delivery of texts, emails, and calls to your leads. This system ensures a steady drip of communication without requiring manual effort on your part. By automating your processes, you remain at the forefront of your leads’ minds while freeing up your valuable time. This becomes particularly crucial when dealing with Zillow or kvCORE-generated leads.
Seek Expert Opinions (Optional)
Reach out to your mentor, sponsor and/or Team Leader and ask them about the following:
Lead Generation
Understanding the Market
Hosting Open Houses
Scripts for Cold Calling, etc..
Useful CRM’S & Apps to Download
Marketing/Social Media Tips
Newsletter Recommendation
Recommended Classes (internal/external)
Time Blocking Your Calendar
Upcoming Team Meetings or Events
Reach out to your broker team and ask them about the following:
Setup your Trello Account/Google Drive (Depends on the State Broker)
Lockbox (This comes from the Real Estate Board that you are a member of)
Contract Compliance Training (if needed)
Broker Team Contact:
eXp world: Go To > Realty > Select your state on the map
Broker Email stateabbreviation.Broker@exprealty.net
Example: Florida → fl.broker@exprealty.net
Promote Yourself On Social Media (Optional)
Note: This is ONLY a Recommendation – NOT a Requirement
IMPORTANT: Submit ALL marketing materials for review to your designated broker team via email
1. Have the SAME professional profile picture on ALL your social media platforms
2. Create bio/about section and add your website link to ALL of your social media platforms
3. Ensure your websites are up-to-date with eXp and actively promote your realtor status on ALL relevant business social media platforms
- Facebook (FB)
- Instagram (IG)
- Youtube
- TikTok
- SnapChat
4. Create an agent profile on the following websites:
- Realtor.com ➡ Click ‘Sign Up’ > Scroll Down to ‘Are You a Real Estate Agent?’ > Create An Account
- Zillow ➡ Click ‘Sign In’ > New Account > Enter your Info > Click ‘I Am A Landlord or Industry Professional’
- Homes.com ➡ Click ‘Register’ > Click ‘Are you an Agent? Register’ > Select Your MLS
- Realtors Property Resource® (RPR) ➡ Click ‘Create A New Account’ > Last Name and Email/NAR Member ID
Click Here to Search for your National REALTOR® Database System (NRDS) Number
- Google Business Profile – Get your business discovered on Google Search, Maps and more
5. Learn the algorithm from ALL of your social media platforms
- Search on what content to post and how consistent you will need to be
- Learn what day of the week you should post
- Learn what popular hashtags to use for your post
- Interact with your audience/followers (like, comment, msg, etc..)
6. Create and Schedule Content for Social Media:
Post on Instagram and/or Facebook stories and interact with your audience
Schedule your social media posts in advance (feature available on Instagram and Facebook)
Examples:
Picture
Reel/Video
Educational Videos
Leverage Timely Real Estate News and Insights
Review eXp Documents and Additional Info
(20 min)
Review and save the following eXp Documents:
2. Independent Contractor Agreement (ICA)
- How can an agent get a copy of their Independent Contractor Agreement (ICA)?
In Enterprise: My Business > My Agent Profile > Documents > Select ICA > Download
3. Internal eXp Team Agreement (this does NOT apply for individual agents)
Additional eXp Info:
- eXp Realty Production Awards
- BOOST Brokerage Incentive Program FAQ
- Do you need to update your W-9? W-9 Form- Active Agent Change/Update
- Do you need to update your Direct Deposit? Direct Deposit Authorization Form
- Do you need a copy of your 1099? Email us at 1099@exprealty.net
See Why So Many Agents Are Joining My Group
We are a real estate group that’s breaking boundaries
with the best tools & services to grow a successful real estate business.