EXP Onboarding Process

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EXP Onboarding Process

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

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

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

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

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

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

• Join App Walk Through Guide

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

Submit the Application

Please know that the agent's Join Application information must match their name as licensed.

The Onboarding Analyst will review the agent's name and license number on the state commission website and will verify the license status.

License Verification

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

Broker Approval

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• 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

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.

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

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

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

Document Completion

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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!

• State Information Portal

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

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.

License Transfer Step

Please note that the $149 Join Fee will be charged within 24-48 hours of being activated.

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.

Become an active agent with eXp Realty

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

Welcome to eXp!