US Agent Center

Apply as an agent

eXp Realty / Residential: Quick Start Guide

Picture of Important Note:

Important Note:

Click on the toggle to the bottom left for the following day

Attend Live Agent Startup Session & On-Demand Library

 Register & Attend the Live Agent Startup Session:

  •   Register to our Live Agent Startup Sessions: eXp Tools & Resources to kickstart your journey with eXp! During these sessions, our experts will help you set up your tools, explore essential resources, and prepare for success.
                         

  • Click here to register for a US English Session!
  • Click here to register for a US Spanish Session! 

   

Below you’ll find the New Agent Resources to your state and useful resources to have at your fingertips: 

 Live Session Duration: 2hrs

Benefits & Resources Course | On-Demand Library

  • Prefer to learn at your own pace? Our on-demand Benefits & Resources course is your go-to guide!
    Discover everything from powerful marketing tools to agent benefits—all in one place.
    Unlock and eXplore topics like Marketing, Stock, Solutions, Regus, and more!

Click Here to Start Your Course: Benefits & Resources 

 Live Session Duration: 2hrs

Complete Broker Tasks,

Sign eXp Internal Team Docs | Mentor Program

   Complete Broker Tasks & Attend Additional Trainings

  1. Attend your state broker orientation and meet the Brokers. 

  1. 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. 

  1. Make sure to add the Broker Calendar and lookout for announcements in your State Broker Workplace Group

  1. Explore the US Agent Center or click here for a quick guide to your state’s resources, meetings, and contacts.

  2. If you’re unsure who to contact, follow this link to access and save the document.

Note: Watch for a Welcome Email from your Broker Team upon activation                              

                              ** Please verify with your Broker Team for further information **

 

Agent Essentials – Live Training Workshops

  • The Agent Essentials Training will cover everything from “Leads Now” to “Getting Paid Fast”

  • View the schedule for this training on the eXp Calendar.

Note: The calendar is on the following timezone: Pacific Time (PST)

Image of eXp Agent Essentials

 

  1. Explore eXp University Website
  2. Subscribe to eXp YouTube Channel

  3. Follow eXp University on Workplace 

 

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: 

  1. Team Leader Addendum Packet to be signed by team leader (once team leader is activated).

  2. Team Member Addendum Packet to be signed by all parties (once team member is activated).

        • eXp Leadership (Reviews & Signs)
        • Team Leader (Completes Fillable Fields & Signs)
        • Team Member  (Reviews & Signs)

The Internal team agreement is sent from our electronic signature platform, “HelloSign/DropboxSign” ([email protected]).

           

 Click Here to learn more about Team Services

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

Setup eXp Tools & Platforms

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. 
    –    Tutorial Video: How to activate your eXp Okta account

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

   My eXp

Explore My eXp for convenient access to all your important eXp information on your computer and mobile phone.

Features:

  • Update payment information and pay invoices – Update Payment Information

  • 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

Apple: Download My eXp App  

Android: Download My eXp App 

 Note: The app is available to all eXp residential and commercial agents worldwide.

5 mins

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.

  1.   Locate the email that says “Welcome to SkySlope.”
    •   If you cannot find the SkySlope welcome email, please send email to Tech Support:  [email protected]
  2.   Click on the link to create password
  3.   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:

Apple: Download SkySlope

Android: Download SkySlope 

SkySlope Training:

Video: New Skyslope Dashboard

Watch now on Demand or Sign Up: Skyslope Agent Training 

SkySlope Tutorials Videos

Does your transaction coordinator need access to Skyslope? If so, ensure to complete the following form:  Transaction Coordinator (TC) Access

5 mins

Workplace to Slack Transition

 

Big Update: We’re Moving to Slack! Workplace is being retired, and we’re leveling up with Slack as our new communication platform.

Here’s what agents need to know:

  • Slack = faster, cleaner communication – perfect for real-time updates and quick support.

  • More integrations with the tools you use every day.

  • Agent-focused Slack channels are ready to help you stay connected.

  • Training and tips coming soon so you’re ready to hit the ground running.

CRM of Choice

What’s a CRM?

CRM stands for Customer Relationship Management. It helps you:

  • Keep all your contacts organized
  • Track leads from first touch to close
  • Automate follow-ups and tasks
  • Gain insights to grow your business

     

Choose Your CRM of Choice:

Resources:

Attend Live CRM of Choice Training
FAQ

Â