What is the name and contact info of the agent who will be joining you?

First Name *

Last Name *

Phone *

Email *

Who will be sponsoring this agent?

Sponsor's First Name *

Sponsor's Last Name *

Sponsor's Phone *

Sponsor's Email *

In what state does the agent hold their primary license?

State of Primary Real Estate License *

Is the agent licensed in mulltiple states?

Licensed in Multiple States? *

Yes

No

I don't know

Approx. when do they plan to transfer their license to eXp?

License Transfer Timeline

This week

This month

Next month

Next 3 months

I don't Know

Have they completed their join application?

join.exprealty.com

Application Status *

Completed

Not completed

Would you like for us to assist them in completing the join application?

Join App Assistance? *

Yes

No

Agent has completed the join application

Which eXp division will they be joining?

Learn more about our Referral Division ➜

eXp Referral Divison FAQ's

eXp Division *

Residential

Commercial

Referral

How many years of real estate sales experience do they have?

Years of Experience *

Less than 1 year

1-3 Years

4-7 Years

8+ Years

What is their annual sales volume?

Annual Production Volume *

Under $1M

$1M - $3M

$3M - $5M

$5M - $10M

$10M - $20M

$20M+

New Agent (No Volume Yet)

I dont know

Will they be participating in the Mentor Program?

Learn about our Mentor Program ➜

Who Is A Mentee And What Are The Requirements?

Mentee Status *

Yes - Requires Mentor

No - Experienced Agent

To Be Determined

Do they have a cap at their current company?

Cap at Current Company?

Yes - Agent has a cap at their current company

No - Agent does not have a cap

I don't know

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.

Applying for Cap Deferment?

Yes - Currently capped at current brokerage

No - Standard cap structure

Undecided/Need more information

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

Letter of Intent? *

Yes

No

I don't know

Are they joining as a solo agent or with a significant other and/or team?

Solo Agent or Team?

Solo Agent

Joining with spouse/significant other

Joining with a team

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

Team Services Contact *

Yes - Already working with Team Services

No - Need team transition support

N/A - Not joining with a team

Number of Team Members *

Has the agent toured eXp World and been introduced to their state broker?

World Tour & Broker Intro?

Yes

No

What is the primary purpose of their concierge appointment?

Next steps *

eXp World tour and broker introduction only

Agent is ready to join and walk through next steps!

What else should we know to better assist them?

Additional Notes or Special Requests

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