eXp Realty / Residential: Onboarding Process
ONBOARDING ANALYST
An Onboarding Analyst will process your Join Application once it has been submitted and will be a point of contact during your onboarding. They partner with your State Broker Team, which handles the license transfer process. For onboarding support, you can contact our esteemed eXpert Care Concierge in eXp World, as well as through the swift channels of email and phone located below.
☏ Phone: (833) 303-0610
eXp World: GoTo > Agent Support > eXpert Care
Email: [email protected]
Onboarding Process (Step-by-Step)
Make Sure to Scroll Down for Each Step
The agent must submit the eXp Realty Join Application to start their Onboarding process.
- If you are interested in applying for a Revenue Share Placeholder Addendum (previously LOI) or a Cap Deferment, after the Join Application is submitted, please click on the links below for more information:
- Please see below if you are an agent who is transitioning your Team or Brokerage to eXp Realty
- eXp Realty Team Services Guide
- Teams at eXp Defined and Team Comparison
- As the Team Leader or Brokerage Owner, upon completion of your
Join Application, a member of eXp Realty’s Team Services will contact you to facilitate your team or brokerage transition and formation within eXp. - As a Team Member, upon your activation, a member of eXp Realty’s Team Services will contact you to address any inquiries as a team member.
The Onboarding Analyst will review the agent’s name and license number on the state commission website and will verify the license status.
Please know that the agent’s Join Application information must match their name as licensed.
The Onboarding Analyst will contact the State Broker Team for further information regarding your license status and eligibility of transfer.
The Onboarding Analyst will be reviewing the agent’s completed Independent Contractor Agreement (ICA) and will be contacting the agent regarding any revisions needed. All revision correspondence will be sent from the following email: [email protected]. The paperwork for that revision will be sent from the following email: [email protected].
Please note that the final four digits of your tax identification number must match 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.
Please note that if your Join Fee or Monthly Fees are filled out on your application to be paid by another party, the Onboarding Analyst will send a 3rd Party Payment Authorization Form via email to the person you previously specified when completing the eXp Application.
Depending on the agent’s state, the State Broker Team will contact the agent with detailed instructions on the next steps of the license transfer process. Once the agent’s license has been affiliated with eXp Realty, the agent will move to the final process of Onboarding.
Email: [email protected] (Example: Florida–> [email protected])
Important eXp Policies
- Dual Licensed Agents:
- Per eXp Policy, ALL licenses 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 [email protected] with any questions!
- Agents 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!
The Onboarding Analyst will review the agent’s Join Application in full in order to activate them in our system. The agent will receive an automated Welcome Email once they are converted to active status in our internal system, Enterprise. Please note that the $149 Join Fee will be charged within 24-48 hours of being activated.
Congratulations and Welcome to eXp!
We would appreciate your feedback regarding your Onboarding experience. Within the next few days you will receive an email to complete your first Net Promoter Score (NPS) Survey; NPS FAQs
For Newly Activated Agents: In order to start a successful career with eXp systems, tools and collaboration, CLICK on the button below:
Click Here to Complete The Checklist