What is the name and contact info of the agent who will be joining you?
Who will be sponsoring this agent?
Which eXp division will they be joining?
Learn more about our Referral Division ➜
eXp Referral Divison FAQ's
In what state does the agent hold their primary license?
Is the agent licensed in mulltiple states?
Approx. when do they plan to transfer their license to eXp?
Have they completed their join application?
join.exprealty.com
Would you like for us to assist them in completing the join application?
How many years of real estate sales experience do they have?
What is their annual sales volume?
Will they be participating in the Mentor Program?
Learn about our Mentor Program ➜
Who Is A Mentee And What Are The Requirements?
Do they have a cap at their current company?
Will they need a Cap Deferment with their join application?
Learn More ➜ eXp Cap Deferment Policy
*Cap Deferment lets agents maintain their current capped status and anniversary date when transitioning to eXp.
Will the agent be applying with a Letter of Intent (LOI)?
*An LOI allows an agent to sponsor agents before transferring their own license to eXp.
View LOI Policy Details ➜
Letter of Intent (LOI) Policy & Procedure
Are they joining as a solo agent or with a significant other and/or team?
Will they be creating a Domestic Team?
*A Domestic Team consists of two agents who are spouses or file joint tax returns, sharing a single $16K cap at eXp.
Learn More About Domestic Teams ➜
Teams at eXp Realty
What kind of team will they be forming?
*Standard and Mega Teams need eXp approval before formation. Self-Organized Teams can form without approval.
Learn About Teams ➜
Has the team leader connected with eXp Team Services?
*Teams transitioning to eXp will be assigned a Team Services Analyst to guide them through onboarding along with your EPIC Concierge.
Learn About Team Services ➜
eXp Realty Team Services Guide
Have they been informed about the Accelerate program?
*Accelerate is an incentive program that enhances new agents' revenue share potential in their first year at eXp.
Learn More About Incentive Programs ➜
Boost, Accelerate, Thrive Toolkit
Has the agent toured eXp World and been introduced to their state broker?
What is the primary purpose of their concierge appointment?
What else should we know to better assist them?
Ready to Submit!
Thank you for helping us support your new agent.
We'll contact the agent soon and keep you informed of next steps.
Additional Resources:
Support Your New Agent ➜
One-on-One Support For Your New Agent
Share our essential websites! Created to support your success at eXp!
Why Join EPIC & eXp Realty?
EPIC Inner Circle Resources
Introduce your new agent at our EPIC Road to Success monthly welcome meeting.