EXP Onboarding Process

EXP Onboarding Process

Click on the markers below to move down the roadmap

Have any questions? Click here

Submit the Application

Join now

Agents initiate their onboarding process by submitting the eXp Realty Join Application

learn >

• Join App Walk Through Guide

• Interested in applying for a Letter of Intent or a Cap Deferment?

-- Letter of Intent (LOI) -- Cap Deferment

learn >

learn >

• See below if you are an agent who is transitioning your team or brokerage to eXp Realty

learn >

learn >

-- Teams at eXp Defined Team Comparison -- Domestic Team Guidelines

• Team Leaders or Brokerage Owners will receive support from eXp Realty's Team and Brokerage Integrations team to facilitate the transition.

• Team Members will also get assistance from eXp Realty's Team Services upon activation.

License Verification

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.

Broker Approval

The Onboarding Analyst will contact the State Broker Team for further information regarding your license status and eligibility of transfer.

Document Completion

The Onboarding Analyst reviews the Independent Contractor Agreement (ICA) and contacts the agent for any needed revisions.

Revision emails come from onboarding@exprealty.net, and paperwork for revisions is sent from revisions@exprealty.net.

• Ensure the last four digits of your tax identification number match on both the W-9 form and Direct Deposit form.

-- W-9 State Specific Rules -- How to Complete a W-9

learn >

learn >

Guidance for completing your W-9 is available in the provided documents, or you can consult a tax professional.

If Join Fee or Monthly Fees are marked to be paid by another party, the Onboarding Analyst will request contact information for that party to complete a 3rd Party Payment Authorization Form.

License Transfer Step

Depending on the agent's location, the State Broker Team will provide detailed instructions for the license transfer process. After the agent's license is affiliated with eXp Realty, they will proceed to the final Onboarding steps.

learn >

• State Information Portal

• Email - StateAbbreviation.Broker@exprealty.net
• Example: Florida → fl.broker@exprealty.net

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 onboarding@exprealty.net 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!

Become an active agent with eXp Realty

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.

Welcome to eXp!

Within the next few days you will receive an email to complete your first NPS Survey