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.  

NOTE - eXp has a strict policy that once a sponsor is selected, it cannot be changed for any reason.

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 page

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

If you can’t find your sponsor - let me know, and I’ll try to help you.  

If your sponsor still can’t be found, we can manually input the name by clicking the button that says “Can’t find your sponsor?”

A confirmation window will then pop up - click “Proceed” 

You will then be taken to what looks like the previous screen, but there will be an additional question on the bottom that asks:  “Are you sure ______ is your sponsor?” - Click “Yes”

Then click “Save and Continue”.

Next you’ll provide eXp with your License information.

License Number 

If you haven’t received your license number from the state yet, just put all zeros (0000000) - we can fix it later when you receive your license number.

Realtor Association 

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.

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

NRDS Number (Optional)

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

MLS

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.

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

Current Brokerage

Select your current brokerage from the drop-down.  If you're a new agent or you're not currently with a brokerage, select "Other".

Transaction History / Sales Volume 

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

If you’ve done less than 3 transactions in the last 12 months, you will likely be required to participate in eXp’s Mentoring Program.  For more information about the mentoring program and its effect on your commissions - check out these sections on my website:

eXp Realty >> Support >> Mentoring Program

eXp Realty >> Commissions >> New Agents

NOTE - If you’re an experienced agent, and there is a specific reason why you did less than 3 transactions in the last 12 months, let me know, and I can help you request an exemption from the Mentoring Program requirement.

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

Additional Licenses in Other States / Provinces / Countries 

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

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

As 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.

Broker / Owners 

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.

Spouse / Domestic Partner at Another 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.

Office

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:

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

  2.  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.

Teams

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

Please note that a “team” is different from a “revenue share organization”.  A “team” refers to an actual real estate sales team.  Joining someone’s “revenue share organization” does not necessarily mean you will be part of their “team”.  

If you’re unsure how to answer this question - ask your sponsor.

For more information about teams at eXp, click the links below:

Teams at eXp

Domestic Teams

eXp Realty Team Services Guide

Checklist for Teams Joining eXp

eXp Realty / Residential: Team Services (US Agent Center)

Team Leaders (or Brokers joining as a team)

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

Team Members

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.

If you have questions about Teams at eXp, send an email to:  TeamIntegrations@exprealty.net

You will then be asked for your financial info for payments and direct deposits.

How You Will Be Paid (Individual or Company)

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.

Paid as an Individual

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.

Paid Through a Company

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.

Payment Info

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).

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

Recurring Fees Confirmation

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".

W-9 Info

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

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 

Direct Deposit Info

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

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.

Financial Info Confirmation

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

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

There are 4 main 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

Independent Contractor Agreement (ICA)

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.

Payment Authorization Form

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"

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

Direct Deposit Authorization Form

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

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.

W-9

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"

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 

There may be additional documents for you to sign depending on your answers to the questions in your application.

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.

During the application process, you will be asked if you want to participate in the Agent Equity Program, which gives you 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 - fill out this form:

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 - click this link:

Cap Deferment Policy, Procedures and FAQ’s

To apply for a Cap Deferment with eXp:

Cap Deferment Application

BEFORE you transfer your license, be sure to do the following:

Review your Independent Contractor Agreement (ICA) with your current brokerage

See what happens with:

• • • 1. • Open escrows

         • Current listings

         • Signed buyer-broker agreements

         • Open referrals

If your current brokerage gave you money when you joined - do you have to pay it back?

Do you have a non-compete?

Is there a non-solicitation clause?

Empty your personal effects from your office / desk

Get everything off of your current brokerage's server:

• • • Contacts

    • Emails

    • Calendars

    • Documents & contracts

    • Photos

    • Passwords

    • Etc.

Notify your clients that you will be changing brokerages.

Notify your eXp State Broker if you will be transferring listings and/or buyer-broker agreements so they can get the paperwork started.

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 address as your main office, there are options (see above).  Your office address can be changed later.  For now, put the address provided by your state broker.

Joining Roadmap - eXp Realty

eXp Realty Onboarding Guide

eXp Realty - US Agent Center

Onboarding Resources - all eXp brokerages