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eXp Realty / Residential: Checklist for Newly Activated eXp Agents

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Important Note:

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

Day 1 – Download and Setup your eXp Tools and Sign Your Internal eXp Team Agreement

Day 1 Expectation:

 1-1.5 hours

 *** 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).

  • 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]).

            Click Here to Learn About Teams at eXp

10 mins

Passport/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 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.


Workplace Website Login

Apple: Download Workplace

Android: Download Workplace



Tutorial Videos – Onboarding Help Center:


Other References:

5 mins

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

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Workplace Chat

Workplace Chat: Desktop app for Windows and Mac to chat with coworkers, providing 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   

5 mins

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My eXp

Explore My eXp for convenient access to all your important eXp information on your 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


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

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eXp 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 and eXp World Team Suites)
  • My Account: Access username, update password and manage notifications 
  • Contact Support (Support eXp Cloud)
  • Agent Directory (Search eXp Agents)

Navigate eXp Enterprise

5 mins

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SkySlope

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.

Apple: Download SkySlope

Android: Download SkySlope 


Transaction Coordinator (TC) Access

SkySlope Basic Training from eXp University

Video: How to Create a Transaction

Video: How to Create a Listing

SkySlope Tutorials

Digi Sign through Skyslope

DigiSign FAQ

Transaction Quick Reference Guide

SkySlope Password Reset - Use your eXp email

5 mins

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kvCORE

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 **

  1. Log In To eXpEnterprise.com
  2. Click “Optional Services”
  3. Locate “kvCORE”
  4. Click “Sign Up”
  5. Confirm Contact & MLS Details. You will NOT be able to change these details.
  6. If something looks to be incorrect, STOP, and reach out to Agent Transitions/Onboarding and your state’s eXp Realty Broker Team
    1. They can assist in updating your Enterprise account with the correct information.
    2. Once corrected then you can complete the opt in process.
  7. Check The Box That States ” I understand accounts that are inactive for 60 days will be closed.”
  8. Hit “Send” 

 

Resources:

  5 mins to Opt In

 **Website Build can take 7-10 business days**