eXp’s primary method of communication during the onboarding process will be email.  

While you are applying / on-boarding, we suggest that you routinely check your email, including your spam/junk email folders, as sometimes the emails from eXp will end up there.  This is especially true for Gmail accounts and/or vanity domains.

PLEASE forward copies of all emails you receive from eXp during the onboarding process to your sponsor and/or Point of Contact in our organization (e.g. Chris or Randy, etc.)

The on-boarding process can take up to 24-48 hours or more depending on the parties involved, and the accuracy of information provided by the applicant.  Be sure to promptly respond to communications from eXp and follow instructions given.  Lack of responsiveness on your part will delay the onboarding process.

These are the things you will need to complete your eXp application:

• A desktop or laptop computer - don't try to do the application on your phone or tablet

• Google Chrome is the recommended browser

• Your full legal name (as it appears on your real estate license)

• Your real estate license number

• Your Realtor association / MLS info - if you’re not currently a member of a Realtor association and MLS, you will be required to join one within 7 days of joining eXp Realty

• Your sponsor’s name - see the email I sent you with the link to this Guide

• Your transaction history for the past 12 months - eXp will use this to determine whether you’re required to participate in eXp’s Mentoring Program

• Tax ID Number:

  • • If you want to be paid as an individual, you'll need your Social Security Number (SSN); OR 

    • If you want to be paid through a corporation, you'll need your Employer Identification Number (EIN)

• 2 payment methods for your initial payment and subsequent monthly fees

• A valid checking account for electronic payments made to you (commissions, revenue share, and/or reimbursements)

Please allow 20-30 minutes to complete the Application and ICA (discussed below).

We recommend you fill out the application during business hours.  There is a live chat feature to get questions answered, but it’s only functional during business hours.

The first thing you have to do is create an account.  

Click Here to Create Your Account

** Make sure you're on the eXp Realty account page.  Make sure the top doesn't say "...eXp Commercial OR eXp Referral Division".  If it does, scroll down and click the link that says "eXp Realty Join Application"

Select the applicable country:  US or Canada

You should then see 2 columns on the page:

New Agent (on left):  select this if you’re just starting to fill out your application

Returning Agent (on right):  select this if you’ve already started your application and are logging back in to finish it.  Use the Username and Password you created previously.

When creating your account:

Fill in your first and last name as they appear on your real estate license

Put in your cell phone number

Email

• use a personal email address (one that you own) as opposed to one that’s connected to your current brokerage.  

• Use an email that you check frequently

• Where it asks you to confirm your email address, put the same email address and make sure it matches exactly.

Where it asks if you're licensed in multiple states - answer as applicable.  Select ALL states in which you're licensed.

Answer any subsequent questions that populate.

When/if it asks for your phone number, put your cell phone number.

Check the box to confirm that you agree to eXp’s Terms of Use and Privacy and Data Processing Policy.

Check the box that says “I’m not a Robot”

Then click “Create Account”

** NOTE - if you were previously with eXp and subsequently off-boarded, you may get a message that says “An account with this email already exists”.  You have 2 options in this situation:

1.   Use a different email to create a new account; or

2.   Let me know and I will have eXp purge your old account from the system

Once your account is created you will have access to eXp World (our virtual office), where you can visit any department you may need for support, such as:  The state broker team, Transactions, eXpert Care Concierge & more.  You can log into eXp World using your guest credentials - the username and password you created when you created your eXp Account.

** Use the Concierge Chat for live assistance (bottom left of the screen)

Once your account has been created, you will be taken to a screen to sign in to begin your application.  The top of the screen should say "Awesome!  You have successfully created your account" and then it should say "Sign in to begin the application"

Click "Sign In" to begin your application.

You will then see a window asking you to fill in your Email/Username - use the same email you provided when creating your account.

Then check the box that says "Keep me signed in".

Then click on the box that says "Next"

You will then see a window  re: a Verification Email

Click the button that says "Send me an email"

eXp will then send a verification email to the email address you provided.  

• The email will come from:  eXp Passport <no-reply@exprealty.com>

• The subject line will be:  "One-Time Verification Code"

Open the email and click the button that says "Sign In"

If the link doesn't work, you can use the Verification Code number provided in the email

Once you’ve created your account, you’ll also receive an automated email from eXp:

• The email will come from:  agentonboarding@exprealty.net

• The subject line will be:  “Application to eXp Realty:  Next Steps”

This email contains additional info about the onboarding process

If you haven't received this email - check your spam/junk folders - sometimes it gets trapped there.

When you sign in (Step 1(b) - above), you'll be taken to your Onboarding Dashboard.

The top of the Onboarding Dashboard shows you where you're at in the onboarding process.

At the bottom of the dashboard you will see various modules you can click on for additional info.

NOTE - In the middle of the dashboard you will find your Personal Code - combination of letters and numbers in all caps.  

Be sure to write down and save your Personal Code - I need that code to track the status of your application on the back end.  Please email the code to:  Chris@ChrisGuercio.com

Note:  sometimes there’s a glitch in the system, and your whole Personal Code doesn’t fit in the box on the screen.  If it looks like the entire number isn’t inside the box, zoom out on your screen so you can see the entire number.

When you're ready, you can proceed  with submitting your application - see below

When you're ready to begin your application, go to the task that says "Complete the eXp Join Application & Sign ICA" - then click the button that says "Let's Go"

"What's Next" and click the button that says "Let's Go"

You will have to fill out your application with your full / legal name as it appears on your license.  

If you commonly go by a nickname (e.g. “Chris” as opposed to “Christopher”) you can change this later in your profile.

The next step is to select your Sponsor.

Your sponsor should be the person who was most influential in your decision to join eXp Realty.  This is the person who’s “down-line” you will be in for purposes of revenue share.  

You will first be required to watch eXp's video about sponsorship.

After you've watched the video, click the button that says "I have viewed the video and understand the sponsorship policy”

Then click the button that says "Select or Decline Sponsor"

You will then be taken to a screen to select your Sponsor.

You can search for your Sponsor either by the sponsor's name or eXp email.

Your Sponsor's info can be found in the email I sent you with the link to this guide

The results of the search will appear at the bottom of the screen.  Click the button that says "Select" next to the name of the Sponsor.

If you can't find your Sponsor - let me know!

If I can’t help you find your sponsor, then we can manually input the name by clicking the button that says “Can’t find your sponsor?”

NOTE - eXp has a strict policy that once a Sponsor is selected, it cannot be changed for any reason.  If you want to change sponsors in the future, you would have to leave eXp for 180 days before you'd be able to do so.

Once the Sponsor is selected, a confirmation window will pop up - click "Proceed"

You will then be taken to what looks like the previous screen (with the video), but there will be an additional question at the bottom that asks:  "Are you sure ______ is your sponsor?" - click "Yes"

Then click "Save and Continue"

You will now be asked to provide your license info.

Click on the drop-downs below more more info about the questions asked in the License Info stage of the application:

If you haven’t received your license number yet, just put all zeros (000000) when it asks for it - we can fix it later when you receive your license number.

Select the Realtor association you're a member of from the drop-down

If you're not a member of a Realtor association yet, select "Not Listed / Not a Member"

** You will be required to join an association within 7 days of joining eXp

FYI - if you're joining eXp in San Diego and would like to be in the same Realtor association that I'm in - join the San Diego Association of Realtors (SDAR) - SDAR.com

This is your National Association of Realtors (NAR) ID number.

This is optional

Select the MLS you're a member of from the drop-down, and provide your MLS ID number.

If you're not a member of an MLS yet, select "Not Listed / Not a Member"

** You will be required to join one within 7 days of joining eXp

FYI - if you're joining eXp in San Diego and would like to be in the same MLS that I'm in - join the San Diego MLS (SD MLS) - SDMLS.com

Select your current brokerage from the drop-down.

If you're a new agent or you're not currently with a brokerage, select "Other" 

You will be asked how many transactions you've completed, and what your sales volume was in the last 12 months.  

NOTE - If your answer is less than 3, you will be required to participate in eXp’s Mentoring Program.  For more info about the mentoring program and its effect on your commissions - go to:

About eXp Realty >> Support >> Mentoring Program

About eXp Realty >> Commissions >> New Agents

You do not have to select a mentor when filling out the application - eXp will pair you with a certified eXp mentor in your market.

If you’re in San Diego, I will make sure you're paired with our recommended mentor

You will be asked if you are licensed in another state, province, or country - select "Yes" or "No" as applicable

If you have an additional license(s), you will be asked to provide that license info as well.

NOTE - 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 to onboarding@exprealty.net with any questions!

You will next be asked about your real estate experience and how you're conducting business.

You will be asked if you're a brokerage owner and/or if you own interest in another brokerage.

If you are a brokerage owner and/or own interest in another brokerage, please note that as per eXp Policy, you may not  hang your broker's license at  any other brokerage, even if authorized by law to do so.

If you're joining eXp with an independent brokerage or large team you may be eligible for eXp's Boost incentive program.

For more info about the Boost program and eligibility requirements:  About eXp Realty >> Incentive Programs >> Boost

If would like to be considered for the Boost Program:  Google Form Application

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.

You will be asked whether you have, or wish to obtain an office or "brick and mortar" location...

Since eXp is a cloud brokerage (no brick-and-mortar offices), by default your main office address will be the address of your State Broker.  This might not be near the area where you practice.   

If you want to use a different address than your State Broker’s as your main office address, you have 2 options:

If you have your own office, you can have it designated as an eXp branch office.

If there is a designated eXp branch office in your area, you can get permission from the “manager” (owner) of that office to use their address as your main office address.  You will have to provide the owner/manager with your DRE number and be added to their list of authorized users of that branch office.

** There are specific requirements that must be met to exercise either one of these 2 options - contact your State Broker for details.

You will be asked whether you're bringing a team or joining as part of a team

Please note that your “team” is different from your “up-line / down-line” at eXp.  

Your "up-line / down-line" refers to your revenue share organization.  

Your “team” refers to an actual team with whom you conduct real estate sales.  

Joining someone's down-line does not necessarily mean you will be part of their team.  Unless you are joining an actual sales "team", answer "no" to this question on the application.

For more information about Teams at eXp - About eXp Realty >> Teams 

Upon completion of your Join Application, a member of eXp's Team Services will contact you to facilitate your team's/brokerage's transition to / formation at eXp.

If you're joining eXp with an independent brokerage or large team you may be eligible for eXp's Boost incentive program.

For more info about the Boost program and eligibility requirements:  About eXp Realty >> Incentive Programs >> Boost

If would like to be considered for the Boost Program:  Google Form Application

If you're joining eXp with a team you may be eligible for eXp's Thrive Incentive Program.

For more info about the Thrive program and eligibility requirements:  About eXp Realty >> Incentive Programs >> Thrive

If you would like to be considered for the Thrive Program:  Google Form Application

If you’re joining eXp as part of a team, you will also be asked to sign a “Team Agreement” with eXp.  This is a separate agreement from the one you sign with your Team Leader.  It confirms for eXp that you are on a team, and are required to give at least a 25% split to your team leader.  The reason eXp requires this is because if you’re on a team, you get a reduced cap.

Upon your activation, a member of eXp's Team Services will contact you to address any inquiries you may have.

Questions About Teams at eXp? - Email:   TeamIntegrations@exprealty.net

Lastly, you will be asked for your financial info for payments and direct deposits

You will be asked about being paid as an individual or through a company (LLC, S-Corp, etc.).

If you don't have a company - you will be paid as an Individual

Consult your accountant or tax professional for advice

If you will be paid as an individual - enter your Social Security Number (SSN)

You will then be asked to provide info for your W-9 which will be signed during the Documents stage of the application process

You will be asked whether you would like to get paid through a company.  

If you have a company (LLC, S-Corp, etc.) and would like your commissions and/or Revenue Share payments to be made to that company - select "Yes".

You will then be asked to provide your company's tax ID number (EIN) and additional info about your company.

Consult your accountant or tax professional for advice

You will then be asked how you would like to pay your recurring fees (initial fee and monthly fees) - select either "Credit/Debit Card" or "Checking Account".

** You will provide the account info for BOTH your credit/debit card AND your checking account later on the payment authorization form (see below)

NOTE - eXp requires a valid method of payment to be on file at all times.  You are subject to termination for failing to adhere to this requirement

You will be asked if a 3rd party is paying for either your initial fee or your monthly fees - select "Yes" or "No"

If your fees are being paid by a 3rd party, eXp will send that person a 3rd party payment authorization form.

Then confirm the recurring fee amounts by clicking the button that says "I Agree"

The W-9 is the tax document you must sign which will dictate how you get paid.

NOTE:  The info you provide here has to match how you're going to be paid:

If you're going to be paid in your Personal name - you have to provide your personal payment info

If you're going to be paid in a Corporation - you have to provide the corporate payment info

For information on how to complete your W-9:

W-9 State Specific Rules

How to Complete a W-9 

You will then be asked to provide your checking account information for direct deposits of commissions, Revenue Share, and/or reimbursements.

NOTE:  The info you provide here has to match how you're going to be paid:

If you're going to be paid in your Personal name - you have to provide your personal checking account info

If you're going to be paid in a Corporation - you have to provide the corporate checking account info

You will then be asked to confirm all of your financial info.

Please review the information thoroughly!!  Any incorrect info provided will cause a delay in the processing of your application. 

When you've confirmed that all the info is correct - click the button that says "Save and Continue"

The last step of the application is to complete and sign your documents.

 There are 4 documents you will need to sign in order to complete your application:

1. Independent Contractor Agreement (ICA)

2. Payment Authorization Form

3. Direct Deposit Authorization Form

4. W-9

The documents will be filled in based on the info you provided during the application process.

You must sign ALL 4 documents to complete your application.

Once signed, eXp will send signed copies of the documents to the email address you provided.  Please allow up to 2 business days for the completed documents to arrive.

When you're ready to sign your documents - click the button that says "Sign My Documents"

The Independent Contractor Agreement (ICA) is your contract with eXp laying out the terms of your affiliation with the company.

To review and sign your ICA - click the button that says "Sign"

We highly recommend that prior to signing the ICA, you print out a copy and thoroughly review it. 

Make sure the correct sponsor is named on your ICA.  Once the ICA is signed and a sponsor is named, it cannot be changed.

This form is actually entitled "Credit Card and Checking Account (ACH) Authorization Form"

To complete and sign this form - click the button that says "Sign"

NOTE:  You must provide BOTH your credit/debit card AND your checking account info.  

Select which payment method you would like eXp to use first (primary payment method)

Provide YOUR info even if someone else is paying your fees.  If you indicated on your application that your fees are being paid by a 3rd party, eXp will send that person a 3rd Party Payment Authorization Agreement

This is the form authorizing eXp to make direct deposits into your checking account.

To sign this form - click the button that says "Sign"

The form already be filled in based on the info you provided during your application.

NOTE:  Your checking account info has to match how you're going to be paid:

If you're going to be paid in your Personal name - you have to provide your personal checking account info

If you're going to be paid in a Corporation - you have to provide the corporate checking account info

Please also note that the final four digits of your tax identification number must match on both your W-9 form and the Direct Deposit form.

The W-9 is the tax document you must sign which will dictate how you get paid.

To sign this form - click the button that says "Sign"

NOTE:  Your credit/debit card and/or checking account info has to match how you're going to be paid:

If you're going to be paid in your Personal name - you have to provide your personal payment info

If you're going to be paid in a Corporation - you have to provide the corporate payment info

Please also 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 information on how to complete your W-9:

W-9 State Specific Rules

How to Complete a W-9 

During the application process, you will be asked if you want to participate in the Agent Equity Program.  

You have the option to have 5% of each net commission check go towards the purchase of stock on your behalf at a 5% discount off the 30 day market average.  

This is an optional program, but I highly recommend it.  This is one of the key benefits of joining eXp Realty.  Everyone on our team elected to do this.  

If you’re not prepared to select this option now, you can always do it later. 

If you’re committed to joining eXp, but aren’t quite ready to move your license, you can submit a request for a Revenue Share Placeholder Addendum (RSPA) to the Independent Contractor Agreement (ICA).  

The RSPA is literally a "place-holder" for you at eXp while you're preparing to make the transition.

The main benefit of the RSPA is that it allows you to begin recruiting agents to eXp (i.e. build your downline) even before you have officially joined eXp.

For example, if you’re a broker and you want to start moving your agents over before you’re ready to close down your brokerage, you can submit an LOI, and begin moving your agents to eXp while you’re winding things down.  You won’t be able to actually receive revenue share from agents you recruit until you yourself join eXp, but you won’t lose the opportunity to bring people in under you while you’re getting your ducks in a row.

Important notes about requesting an RSPA:

• In order to get an RSPA, you must submit your application to join eXp, and sign your ICA; however, you won’t transfer your license to eXp yet.  Your onboarding will be in “hold” status until you are ready to actually join eXp.

• No one (e.g. your current brokerage) is notified that you have submitted your application and a request for an RSPA.

• Your monthly fee at eXp does not begin until you officially join eXp (you don’t pay anything during the RSPA period).

• The RSPA will be in effect for 90 days - i.e. - you have to transfer your license to eXp within 90 days.  Extensions can be granted on a case by case basis.

• The request for an RSPA must be submitted immediately after you submit your application to eXp and sign your ICA.

For additional info about the RSPA, click on the following links:

RSPA Policy & FAQ's

Sample RSPA

To request a Revenue Share Placeholder Addendum to your ICA - RSPA Application (Google Form)

After you complete the Google form to request the RSPA, eXp will send you the actual RSPA for electronic signature.  Your RSPA will not be in effect until you sign it.  You will receive a fully-executed copy for your records.

If you have additional questions, send an email to:  RSPA@exprealty.net

If you're capped at your current brokerage (meaning you’ve reached the annual maximum amount of commission split paid to the brokerage and are now receiving 100% of the GCI on your transactions) and don't want to lose your 100% split, you may be eligible for a Cap Deferment at eXp.

Subject to certain conditions, eXp may allow you to join at a 100% split, and you won’t pay a commission split to eXp until your anniversary date with your current brokerage.

For more info and to determine whether you’re eligible for Cap Deferment - Cap Deferment Policy, Procedures and FAQ’s

To apply for a Cap Deferment with eXp - Cap Deferment Application

Once your application has been submitted, send me an email with the following info:

• Full name used to submit your application

• Email used to submit your application

• Date you submitted your application

• Your Personal Code from your application/onboarding dashboard - I need this to track the status of your application  

You can track the status of your application by inputting your Personal Code (from your application/onboarding dashboard) into eXp’s Onboarding Tracker.  

During the License Verification stage, an Onboarding Analyst will review the agent's name and license number on the state commission website and will verify the license status. 

Reminder:  your name on your application must match your name as it appears on your real estate license, otherwise the processing of your application will be delayed.

During the Broker Approval stage, the eXp Onboarding Analyst will contact your State Broker Team for further information regarding your license status and eligibility of transfer.

During the Document Completion stage, the eXp Onboarding Analyst will review your completed Independent Contractor Agreement (ICA), and will contact you regarding any revisions needed.

All correspondence from eXp re: required revisions will come from onboarding@exprealty.net

The actual paperwork for any required revisions will come from revisions@exprealty.net

Remember:  lack of responsiveness to emails and/or other communications from eXp will delay the processing of your application and your onboarding.

Once your application is complete and has been accepted by eXp, the next step in joining eXp Realty is to transfer your license.  You will not be a part of eXp until YOU do this.

Before you transfer your license, there are several things you must do to prepare to change brokerages:

Checklist of Things To Do BEFORE Transferring Your License

The process to transfer your license varies from state to state.  

eXp will email you detailed instructions on the next steps of the license transfer process.   Be sure to regularly check your email (including your spam/junk folders) for this email.

If you do not receive this email - notify the Onboarding Team:  onboarding@exprealty.net

When you're ready to transfer your license, follow the instructions provided by eXp.

Please let me know when you've transferred your license so that I can notify your eXp State Broker Team.

After you've transferred your license, eXp will then certify the transfer, and your license will now be affiliated with eXp Realty.

You will then move to the final stage of onboarding (Activation) - see below.

During the License Transfer stage, you can email your eXp State Broker Team if you have any questions:

StateAbbreviation.Broker@exprealty.net

Ex:  in California, the email is:  CA.Broker@exprealty.net

The license transfer instructions from your State Broker will tell what to fill in for your mailing address and/or your “main office address”.  

Since eXp is a cloud brokerage (no brick-and-mortar offices), by default your main office address will be the address of your State Broker.  This might not be near the area where you practice.   

If you want to use a different address than your State Broker’s as your main office address, you have 2 options:

If you have your own office, you can have it designated as an eXp branch office.

If there is a designated eXp branch office in your area, you can get permission from the “manager” (owner) of that office to use their address as your main office address.  You will have to provide the owner/manager with your DRE number and be added to their list of authorized users of that branch office.

** There are specific requirements that must be met to exercise either one of these 2 options - contact your State Broker for details.

The last step is getting activated in eXp’s internal system (Enterprise).

Once you’re activated, you will receive an automated welcome email from eXp with the subject line:  “Congratulations!  You are officially an eXp Agent!”.  In this email:

• you’ll be asked to activate your Passport account (universal password to all things eXp)

• You will get access to all of your eXp tools and resources

• You will get access to the New Agent Checklist to help you get started at eXp

** Please forward the welcome email to me upon receipt:  chris@chrisguercio.com

Note:  the $149 joining fee (which includes your 1st month’s fee) will be charged within 24-48 hours of you being activated.

You need to update your Realtor Association / MLS with eXp Realty as your broker IMMEDIATELY - if you don’t, you’ll lose MLS access.

Be sure to transfer your listings and/or buyer-broker agreements.  First contact your MLS for instructions, then contact your State Broker.

eXp Realty - US Agent Center

How to Submit Your eXp Realty Application - US (English Version)

eXp Realty - Joining Roadmap