ONBOARDING PROCESS STEP BY STEP
Step 1: Submit the Join Application
The agent must submit the eXp Realty Join Application in order to start their Onboarding process.
If you're interested in requesting a Letter of Intent or Cap Deferral after submitting the Membership Application, please refer to the following links for more details:
For agents transitioning their team or brokerage to eXp Realty, please review the following resources:
- Teams at eXp Defined Team Comparison
- Domestic Team Guidelines
- Upon completing your Membership Application as a Team Leader or Brokerage Owner, a representative from eXp Realty's Team and Brokerage Integrations will reach out to assist with your transition and establishment within eXp.
- As a Team Member, once your activation is complete, a representative from eXp Realty's Team Services will contact you to address any questions you may have as a team member.
Step 2: License Verification
The Onboarding Analyst will assess the agent's name and license number via the state commission website, ensuring the validity of the license.
- Please know that the agent's Join Application information must match their name as licensed.
Step 3: Broker Approval
The Onboarding Analyst will reach out to the State Broker Team to gather additional details concerning your licensing status and potential transfer eligibility.
Step 4: Document Completion
The Onboarding Analyst will review the agent's finalized Independent Contractor Agreement (ICA) and will reach out to the agent for any necessary revisions. All communication regarding revisions will originate from the email address onboarding@exprealty.net. Correspondence containing paperwork for revisions will be sent from the email address revisions@exprealty.net.
- Please be aware that the last four digits of your tax identification number need to be identical 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.
- W-9 State Specific Rules
- How to Complete a W-9
- Kindly be aware that if the Join Fee or Monthly Fees indicated on your application are intended to be covered by a third party, our Onboarding Analyst will contact you to obtain the necessary details for completing a 3rd Party Payment Authorization Form.
Step 5: License Transfer Step
Depending on the agent's status, the State Broker Team will reach out to provide the agent with specific guidance regarding the subsequent stages of the license transfer procedure. Upon successful affiliation of the agent's license with eXp Realty, they will proceed to the final stage 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 thoroughly examine the agent's Join Application to enable their activation within our system. Following the successful conversion to active status in our internal system, Enterprise, the agent will be automatically sent a Welcome Email.
- Please note that the $149 Join Fee will be charged within 24-48 hours of being activated.
NOTE: Important eXp Policies
- Dual Licensed Agents:
- Per eXp Policy, ALL license held by an agent will need to be with eXp. if an agent is licensed in multiple states (and/ or countries), then they will need to place that license with eXp as well. Please reach out onboarding@exprealty.net with any questions!
- Agent's with a spouse at another competing brokerage:
- Per eXp Policy, if an agent has a spouse who is licensed with another brokerage, that spouse will need to join eXp as well. Please reach out to your specific state broker with any questions!
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Joining
Application and License Review
Application and License Review
- If you haven’t already done so, the joining process begins with completing this form: http://join.exprealty.com/ . Give yourself 10-15 minutes to complete this form.
- Once you complete your join form, you will be given a temporary pass to eXp World where you can explore and ask the “Agent Onboarding” team any questions you might have.
Application and License Review
Application and License Review
Application and License Review
Your real estate license and eXp application will be reviewed by the Agent Onboarding Team then passed along to your State/Provincial Administrative Broker. (Typical Time 1-2 Days)
Independent Contractor Agreement (ICA)
License Transfer and Final Onboarding Steps
License Transfer and Final Onboarding Steps
Once the Agent Onboarding team has reviewed your application and license, you will receive an Independent Contractor Agreement via HelloSign. It is critical that you are looking for this document in your email, including checking your Spam Folder. Once you receive this document, please take your time to fully complete this document accurately. Any incomplete or inaccurate ICA information may hold-up your onboarding process. (Typical Time 1-2 Days)
License Transfer and Final Onboarding Steps
License Transfer and Final Onboarding Steps
License Transfer and Final Onboarding Steps
After you complete your ICA and joining paperwork, you must complete a license transfer request. This can be found on your state’s or province’s real estate website. In conjunction with the license transfer request and all of your paperwork, the eXp Administrative broker will approve your transfer. The Agent Onboarding team will complete some final steps including the following:
- Passport- You will receive an email once your license is transferred to eXp, to set up your eXp Passport. This is your single sign on for all of the resources within the brokerage that you will, primarily the following:
- Permanent access to eXp World
- Workplace by Facebook
- eXp Enterprise (Agent Dasboard)
- eXp Marketing Center
- Email Forwarding- You will be assigned an email, typically First.Last@expRealty.com. You will be sent instructions on how to forward this to your primary email inbox and be able to email from this address.
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EXP ONBOARDING STATUS
Onboarding is an exciting time for agents. You can now track where your application is in the process at any time with the Onboarding Status Site. To understand how the onboarding status tracking works and what you will need in order to track progress, click here.
EXP REALTY TEAM ONBOARDING
EXP ONBOARDING TIPS AND TRICKS
EXP ONBOARDING TIPS AND TRICKS
EXP ONBOARDING TIPS AND TRICKS
Watch Fred as he walks through the tips and tricks he has discovered during the onboarding process.
STATUS AUTHORIZATION FORM
EXP ONBOARDING TIPS AND TRICKS
EXP ONBOARDING TIPS AND TRICKS
During the onboarding period you can give authorization to another person to find your onboarding status. Use the form below.
REGIONAL LEADERSHIP MAP
