eXp Referral Division: Checklist for Newly Activated eXp Agents
Important Note:
Click on the toggle to the bottom left for the following day
Day 1 – Download and Setup your eXp Tools
Day 1 Expectation:
35 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.
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.
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.5 mins
Workplace
Tutorial Videos - Onboarding Help Center: Other References: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.
You have been invited to the eXp Referral Division workplace group where important news updates, training schedules, and peer-to-peer conversation take place. Please accept the invite we have emailed to you.
Workplace Website Login
Apple: Download Workplace
Android: Download Workplace
5 mins
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
My eXp App – eXp Realty
Download the My eXp app 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
Note: The app is available to all eXp residential and commercial agents worldwide.
5 mins
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. Transaction Coordinator (TC) Access SkySlope Basic Training from eXp University Video: How to Create a Transaction Video: How to Create a Listing
5 mins