eXp Referral Division: 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 eXperrt 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 > Commercial > Commercial Lobby
Email: [email protected]
Onboarding Process (Step-by-Step)
The agent must submit the eXp Commercial Application in order to start their onboarding process.
- If you are interested in applying for a Revenue Share Placeholder Addendum (previously LOI), after the join application is submitted, please click on the links below for more information:
The Onboarding Analyst will review the agent’s license number/name on the state commission site and verify the license status, during this step. Please know that the agent’s application must match their name as licensed.
The Onboarding Analyst will review 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]
- Please note that the final four digits of your tax identification number must match on both your W-9 form and the 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.
Depending on the agent’s state, the ” Next Steps to Success ” email will contain detailed instructions on the next steps of the transfer process. It is very important that agents check their emails during the Onboarding process for any instructions the Onboarding or Broker Team may send. Once the agent’s license has been affiliated with eXp Commercial the agent will move to the final process of Onboarding.
The Onboarding Analyst will be reviewing the agent’s file overall in order to convert to active in our system. The agent should be receiving an automated Welcome Email once converted to active in Enterprise. Please know that the $50 First Months 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: