Welcome Onboard!

by Yer Yang

eXp Onboarding Roadmap

1

Day 0
Submit your application

2

Day 1-2
Application review (3-5 business days)

3

Day 3-4
Contact from your state's eXp Realty support staff asking if you're ready to transfer your license

4

License Transfer
Transfer of license (1-2 business days, dependent on state processing time)
Joining eXp Realty is a breeze with our streamlined application process. Get approved hassle-free and speed up your switch by completing the application first.
Day 0
Register and Submit Your Application
Start your eXp Realty journey by registering and submitting your application at here.
Select eXp Sponsor
Choose Yer Yang as your sponsor by searching for her name or entering the emailyer.yang@exprealty.com or yeryangrealtor@gmail.com. If you can't find the name, enter it in the notes/comment section.
Agent Equity Program
Enroll in the Agent Equity Program to purchase eXp Stock (EXPI) for a 5% discount by allocating 5% of your earned commission every transaction. This is OPTIONAL and can be changed at any time.
Login to Your eXp World Account
Login to eXp World to continue or finish your application. You can also reset your password should you forget your login information.
Submit Independent Contractors Agreement
Submit your Independent Contractors Agreement (ICA) around the same time you submit your eXp Application.
After completing these steps, you will receive an email with your login credentials for Guest Pass to eXp World (Our Virtual Office). This will come with the subject: "eXp World Guest Pass & Join App".
For onboarding assistance, visit eXp World.​
If you have any questions about where you are in the onboarding process, log into eXp World and follow these steps:
  1. On the top left click on "Go To".
  1. Click on "Onboarding & Agent Support".
  1. Pull a ticket to speak with an Onboarding Specialist.
If it's after-hours, please email your question(s) to: agentonboarding@exprealty.net and copy your broker team for your state which will be labeled by your state's abbreviation followed by ".broker@exprealty.net" Ex: tx.broker@exprealty.net (for Texas), ca.broker@exprealty.net (for California), fl.broker@exprealty.net (for Florida), etc.
You can also find helpful resources on this onboarding guide/checklist.
Day 1-2 Working Days
ICA and Application Review
During this time, our team will review your Independent Contractor Agreement (ICA) and your eXp application. If any corrections are needed, you'll be notified via email.
License Transfer Process
Once your ICA and application are approved, you'll receive an email about the license transfer process. This will detail the steps involved in transferring your license to eXp Realty, and how to contact your managing broker if you have any questions.
Email Alias Setup
The final step is to activate your eXp Realty email alias. This is essential for us to fully activate your profile and give you access to all of your agent tools and services.
Day 3-4 Working Days
Active and officially with eXp.
eXp Okta
This is your hub for everything eXp. Anytime you lose your way, (can’t find a link, need marketing collateral, want to see your sales production or anything), log into your eXp Okta.
eXp World
This is our virtual office. You can log into eXp World to speak with your broker, get technical support, and attend live training.
SkySlope
SkySlope is where you submit all of your transaction documentation to eXp Realty. You can use other platforms to send documents back and forth to your clients (Zipforms, Instanet, etc), but you HAVE to use Skyslope to submit fully executed documentation to eXp for review and to get paid.
eXp Workplace
We use eXp Workplace (which is Facebook’s Business Solution) to communicate within the organization. You NEED to join your State’s eXp Workplace Group. Search for your State’s Official Group to join. This is another way to connect with your eXp Brokers in case they are not in their virtual office in the eXp World when you need assistance.
kvCORE
You have to request access to kvCORE in order for eXp to create your kvCORE account. This can be done via eXp Enterprise. (Go to “Optional Services” on the left hand side. Then on the kvCORE section, request to “Sign Up”). Initially, it can take 1-2 weeks for eXp to setup your kvCORE account.
Congratulations!
You should soon receive two emails:
1. Welcome Email (Subject: Welcome to eXp Realty! Your Passport Account)
2. Skyslope Email (Subject: Active Your eXp Realty SkySlope Account)
Business Cards: You will get an email with your unique link to order business cards.
Pro Tip: Please bookmark all of the portals/pages on your browser for easy access.
If you have any questions, please don't hesitate to reach out! We are excited you are here and looking forward to building an incredible business together!
Google Business Profile
While not mandatory, setting up a business Gmail account is highly recommended. This will enable you to create your Google Business Profile, enhancing your online presence and visibility. By creating a profile, you can showcase your business information, including your contact details, website, and hours of operation. This allows potential customers to easily find and learn about your services, driving more traffic and engagement to your business.
Connecting Your Gmail and exprealty Email
Copy and paste these details into your Gmail settings: Ensure the "Username" field contains your full email address. Enter outbound.ore.mailhop.org into the SMTP Server box. The password will be expKzgGNMZupa. You can find a detailed written tutorial on how to configure Gmail to send using your eXp email here.