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eXp Realty / Residential: Checklist for Newly Activated eXp Agents

Picture of Important Note:

Important Note:

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

Day 2 – eXplore eXp World, Complete Broker Tasks, Order Marketing Materials, and Set up eXp Communications

Day 2 Expectation:

3.6 hrs

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Visit and Attend Tour in eXp.World

  1. 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. 

The motivation behind this shift is to make the virtual world more accessible to a wider audience. With eXp World, users can easily join from any device without downloads and can benefit from features like customizable spaces, 360-degree photos, 3D models, and Google Street View integration. This change underscores eXp Realty's commitment to fostering inclusivity, convenience, and a more agent-centric virtual experience.


  1. 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:


  1. 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.


10 mins

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Broker Tasks

  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. 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 **

2 hrs

Setup your Twilio

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. 

  • 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.

Support Email: [email protected]

10 mins

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.


  1. Click HERE to access the Build A Sign website. Login using your eXp Passport username and password. 

  2. Click “New Agent Starter Kit” in the top left corner.  

  3. Scroll down and click the orange “BUY NOW” button (don’t worry- the New Agent Starter kit comes at no cost to applicable agents, discount will be applied once in your shopping cart).

  4. Choose your preferred business card design from the 8 options. Click “Continue”.

  5. Design the front and back of your business card using the intuitive design tool.  

  6. 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. 

  7. 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.

  8. 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. 

  9. 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



IMPORTANT: Submit ALL marketing materials for review to your designated broker team via email prior to ordering 

Broker Email: S[email protected]
Example: Florida → [email protected]


  • 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

Build A Sign FAQ 

1 hr

download (2)

Setup your eXp Email Settings and Signature

  1. Setup your Email Settings:



  1. Create an Email Signature for Your Primary Email: 



Example:

Amanda Calix | Realtor

eXp Realty

Office: 111.111.111 | Cell: 954.111.1111   

[email protected]

                        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

  • Email Marketing Service Comparison

5 mins

Update Your Voicemail

Update your voicemail as a real estate professional to reflect your association with eXp Realty.

Example:
“Hello! This is Amanda Cooper 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!”

5 mins