eXp Realty / Residential: Quick Start Guide
Important Note:
Click on the toggle to the bottom left for the following day
Day 1 – Complete Broker Tasks, eXp Team Agreement, Mentor Program & Setup your eXp Tools
Day 1 Expectation:
2+ hours
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 [email protected]
Example: Florida → [email protected]
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
Explore the US Agent Center or click here for a quick guide to your state’s resources, meetings, and contacts.
Note: Watch for a Welcome Email from your Broker Team upon activation
** Please verify with your Broker Team for further information **
2 hrs
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” ([email protected]).
10 mins
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: [email protected]
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
10 mins
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. **
5 mins
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:
10 mins
My eXp
Explore My eXp for convenient access to all your important eXp information on your computer and mobile phone.
Features:
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)
- Agent Portal: Agent-to-Agent Referrals – Managing Your Referrals
Note: The app is available to all eXp residential and commercial agents worldwide.
5 mins
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)
5 mins
kvCORE
Free Customer Relationship Manager (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:
5 mins to Opt In
**Website Build can take 7-10 business days**
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.
- Locate the email that says “Welcome to SkySlope.”
- If you cannot find the SkySlope welcome email, please send email to Tech Support: [email protected]
- Click on the link to create password
- Follow the prompts to launch the SkySlope platform
- Note: Digisign is an e-signature platform available in SkySlope. You are not obligated to sign up for Digisign.
Follow these links to put SkySlope on your phone:
SkySlope Training:
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: Transaction Coordinator (TC) Access
5 mins