Self-Onboarding
Welcome to eXp Freedom Team!
You are now part of the eXp Freedom Team and we’re excited to welcome you with open arms. Find out more about us in workplace where we have a ton of training, content and resources. Our Freedom Team Workplace Group
With so many tools and resources offered by eXp, at times you may feel like like you’re drinking from a fire hose, but use this website to serve as your tour guide helping you ramp up quickly and connecting you with all of the amazing eXp resources in one place.
eXpert Care Concierge Team
Help when you need it.
Visit the world, email us at AgentOnboarding@exprealty.net, TeamServices@exprealty.com or call us at 1 833 303 0610
eXp World App
Download the app for free and get access to our borderless virtual world. Click here to download the eXp World app for PC and Mac
Sponsor Checklist for Agent joining
STEP 1: SEND JOIN APP TO AGENT
STEP 2: PROVIDE JOINING AGENT CHECKLIST BELOW
STEP 3: VISIT THE STATE GROUP ON WORKPLACE, LOOK AT COVER PHOTO TO FIND DESIGNATED MANAGING BROKER (DMB) /CONCIERGE PERSON/ONBOARDING PERSON INFORMATION/ADMINISTRATIVE SUPPORT COORDINATOR (ASC)
STEP 4: SEND A WORKPLACE GROUP CHAT TO THE STATE DMB,CONCIERGE/ONBOARDING PERSON/ASC LETTING THEM KNOW YOU HAVE AN AGENT IN THE JOINING APP. KEEP IN COMMUNICATION USING THE GROUP CHAT YOU CREATED
STEP 5: STAY IN CONSTANT COMMUNICATION WITH YOUR AGENT YOU ARE SPONSORING
IMPORTANT: IF YOU ARE BRINGING ON A TEAM THEN MAKE SURE YOU ARE CONNECTING TO THE TEAM INTEGRATIONS SPECIALIST FOR THE STATE AND ADD THEM TO THE GROUP CHAT CREATED WITH THE STATE.
Onboarding Checklist for Agent joining
NOTE: While you go through onboarding get a head start by taking the training on page 3.
STEP 1: Complete Online Application and Sign Documents - Click here to apply and sign initials documents.
STEP 2: Send Personal Join Code To Your Sponsor - This code is used to look up your on-boarding status and is found inside the Application System (use credentials setup on Step 3 below). System screen example.
STEP 3: Receive email "Item 1: ACTIVATION - eXp Access to World and Join Application” system - Install eXp World Application - The access to World is a 30 day guest pass you'll use to take the eXp Orientation and other classes you need. Download and install following the instructions in the email you receive. Watch this short video for how to set up your avatar and basic navigation. You can schedule a live tour by sending an email to expdocent@exprealty.com or attend a scheduled tour. See page 3 for the next tour and orientation class and attend as soon as possible.
STEP 4: Read the eXp Explore Guide - Click here Explore Guide and read through this comprehensive guide to learn everything you need to know about life at eXp Realty. The orientation class mentioned above will go over this guide and other information in detail.
STEP 5: Complete Our Digital President Partner Fast Start Training inside of Teachable - If you don't already have an account set up by Jennifer, you can go to Partner Fast Start Set Up, click on "Get Started", and answer the questions to set up your access. This Partner Fast Start training will cover eXp Tools and Systems plus our Exclusive NAEA Tools and Systems. You will also have access to all the Inner Circle courses and can find the schedule for our weekly calls inside the Digital President Inner Circle Course.
STEP 6: Receive The Fully Signed ICA Email AND "Item 3: License Transfer Process" Email - Transfer Your License -Please reach out if you have questions or contact your eXp State Broker. For Broker info see the directory. Please be aware sometimes your old broker will deactivate you after you leave. So be sure to have all the paperwork filled out and ready to submit before you tell them.
STEP 7: License Transfer Complete - Transfer your listings to eXp with your MLS - Contact your MLS for instructions first and then your state broker. State broker information can be found here State Broker. Also make sure your MLS account shows eXp as your new Broker. Check out eXp Connect - Getting Started Guide for an overview of the next steps and continue to follow the steps below.
STEP 8: Order Signs - Visit EXP Marketing Center for great materials including logo files. Be sure to follow the Guidelines found on this site and send a proof to your state broker and marketing@exprealty.com for approval prior to ordering.
STEP 9: Receive email “Activate Your eXp Realty Account” and set up forwarding - Follow the instructions in this email to set up forwarding of your eXp email to your existing email address. Your email alias will be your user ID for all eXp systems. *Check your SPAM folder if not received within 24 hours from your license transfer. Completing this will activate the next steps.
STEP 10: Receive email “Welcome to eXp Realty - Your Passport Account” Passport...is a single sign-on system. Click the link to activate your Passport account and set up your password. Your Passport ID will replace the temporary guest account your received for eXp World. *Check your SPAM/JUNK folder if not received within 24 hours from Step 9.
STEP 11: Take A Look At Your Enterprise Dashboard & Order Business Cards - Make sure you have attended the training for this platform first then login here and take a tour of your new dashboard to see everything that's available to you. You can order your business cards here. For other marketing materials such as flyers, brochures, post cards, etc. eXp set up the Marketing Center where you can customize the base templates. and save. For any customization artwork be sure to follow the guidelines and send to your broker and to marketing@exprealty.com for approval prior to ordering
STEP 12: Download Workplace and Workplace Chat to your phone and set up Workplace is an easy-to-use collaboration platform, a lot like Facebook built for the world of work. This is where we share best practices, keep up on company news and events and share referrals and more.
For Apple:
For Android:
Read Workplace Guidelines here
On your computer set up a bookmark on your bookmarks bar, and on your phone move the app to the front screen.
Best Groups to Join:
Locate and join your state group(s)
STEP 13: Receive email: Activate Your eXp Realty SkySlope Account (Transaction Management Platform) - Your ID will be your eXp email alias. This platform is used to report all your listings and purchase contracts to eXp. If you don't receive this email within a day of confirming your new eXp email address, click this link to set your password to access: https://app.skyslope.com/ForgotPasswordNew.aspx?type=MW
NOTE: Most State Commissions or Associations offer contract forms online and some use platforms such as Zipforms, you will need to continue to use the platform or website to access contract forms.
Attend the Skyslope training class to learn how to use this platform - Information for the class is listed on the next page of this checklist. After taking the training you can text or email me if you would like to set up an appointment for me to walk you through the system.
STEP 14: Set up your Regus Membership
STEP 15: Complete any eXp training classes below that you haven't completed yet.
CONGRATULATIONS
You're Fully Onboard!
eXp Basic Training To Take While On-Boarding
NOTE: Canadian Agents Only Stop by the Canadian Operations in eXp World to find out more about education classes designed just for you.
Read eXp Realty Policies and Procedures - U.S. Policies and Procedures / Canadian Policies and Procedures
Take a Guided Tour of eXp World
Take a guided tour of eXp World. During the tour you’ll learn about each area inside of eXp World and how to best utilize this platform. Tour days and times are here: eXp World Training Calendar.
Start the eXp FAST START Class Series and Add the Other Classes To your Calendar.
Live, interactive training will guide you through getting started with eXp Realty. Each class last about an hour. Get a head start with this series as you onboard. Start with class 101. See the checklist here and for dates and times see the calendar here. Classes are held in the auditorium inside of eXp World. Also, check out the Explore Guide here.
Download eXp World mobile app for IOS and Android Guide to Mobile
eXp Enterprise Training / Your Dashboard for Everything eXp
This is where you can see your stock, revenue share, transaction history and more. Click here to watch. Make sure you watch this short video tour so that you can hit the ground running once you’re onboard and have access. For more in depth training see the eXp Fast Start Series below.
Transaction Management
Skyslope Basic Training - For dates and times see the calendar. Download Transaction Quick Reference Guide.
Basics of Accounting at eXp
Fee’s, Revenue Share, and Stocks - For dates and times see the calendar.
kvCORE - CRM Introduction
kvCORE is an optional FREE service to individual agents. This platform is your new CRM that includes a client-facing custom web site to drive leads to for lead capture, tracking and managing. Watch the Introduction videos below to become more familiar with the plastform so you are ready to get started once you're onboard. Each video last 5-7 minutes. Web Site and IDX, Lead Engine, Smart CRM, Listings, Transactions, Marketing Autopilot, Analytics,and Marketplace.