Now that you’ve joined eXp Realty, you’ll have to take some important steps to get started. This handy eXp startup guide will show you every step you need to take to ensure that you’re ready for anything as an eXp Realty agent.
eXp Realty has tons of powerful tools for agents looking to succeed in the real estate sphere. In eXp, you’ll join an agent-centric, fully online, revenue-boosting brokerage designed to help you succeed. Here’s how to get started with eXp Realty.
First Things First
When you sign up to get started with eXp Realty, you’ll get an email with the subject line “Welcome to eXp Realty!” You’ll want to open the email and follow the instructions to set up your Passport account right away. Your passport account is vital–you won’t be able to access much without it.
Once you’re signed up, you’ll need to download eXp World so you have access to your virtual office platform (aka Cloud Brokerage). You can also add an app to your phone so you never miss a thing.
Finally, you need to set up your email alias. You’ll basically be connecting your gmail account with your eXp email to make sure that any email that goes to your gmail will also come to your eXp email. That way, you won’t get lost with too many email addresses.
Controlling Notifications
When you head to eXp Workplace (the online Facebook Business Solution that will keep you connected with eXp agents from around the world), you’ll need to configure your settings. Choose how often you want emails and what topics you want covered in emails. Make sure you get important information without being bombarded by too many emails to read.
Also, join as many eXp Workplace groups that interest you as you get started with eXp Realty. The group you MUST join is your state or country’s private group. There’s so much valuable information that you don’t want to miss in these groups, both the required and the optional. Make sure to sign up to get more information on building your career!
Setting Up Skyslope
Skyslope is an essential eXp Realty platform you’ll use for all transaction paperwork completed with eXp. While you’re free to use other platforms as you see fit, you’ll have to submit ALL paperwork through Skyslope eventually to make it official with eXp.
You should receive an email with the subject line: “Welcome to Skyslope.” If you don’t, you’ll want to double-check with eXp’s Onboarding and Agent Support in eXp World. Then, you’ll set up Skyslope with your personal information and start using it to track transactions and keep other important paperwork!
Here are a few helpful links if you’re struggling to figure out how to use Skyslope:
Getting Your Business Cards
Upon joining eXp, you’ll receive 1,000 FREE business cards and 25 presentation folders as a welcome gift. You’ll want to have your broker read over the business card proof before you order to make sure that everything is in line with state guidelines.
If you want to set up a RingCentral number to put on your cards, be sure to set it up before ordering your cards. You can find more information on the RingCentral number below.
Once your cards are ready, order them and start handing them out!
Engaging With kvCORE
kvCORE provides all eXp agents with a personal website, lead generation services, and a CRM to keep track of leads. However, you will need to sign up in order to access this service.
First, head over to enterprise.com and choose the “Optional Services” tab on the left-hand menu. Then choose to Sign up for kvCORE, confirm your information and accept the terms. Within 7-10 business days, you’ll get a personal domain name and login information to get started.
Using kvCORE, you can keep track of ALL your client data and keep an eye out for new leads. kvCORE will also set you up with a beautiful website so you don’t have to worry about building one on your own. It’s essential that you get kvCORE up and running so you can start building your database and reaching clients!
Setting Up RingCentral
As a part of joining eXp Realty, you’ll get the option to set up a phone number with RingCentral. RingCentral is an easy way to set up your office phone number to connect with all your devices.
You’ll get an email from RingCentral after you sign up with eXp Realty (check your spam folder) and be provided with an alias number you can use to forward to your personal phone. This will be an 800 number with a personal extension.
Make sure you check with your state brokerage regarding the rules surrounding business numbers on business cards. Some states require them, some don’t. You’ll want to follow all the appropriate guidelines in creating a number to use for your business.
Growing Familiar With the Marketing Center and Branding
eXp Realty provides services so you can create your own brand and logo. All the templates they provide are approved by the company; you’ll just have to run them by your broker to make sure they comply with your brokerage and state requirements.
It’s important that you set up your brand and logo as soon as possible so you can start marketing yourself as an eXp agent. You’ll need these items to start your business off right.
Entering Training Classes
eXp University has TONS of online classes available for agents to learn and expand their skills as they get started with eXp Realty. There are a few CORE Classes you’ll want to take, but after that, you can feel free to explore and learn anything else you want to know!
The CORE Classes all agents should take include:
- Fast Start Series – 101-114
- Skyslope Training
- Enterprise Training
- kvCORE 101 Training
Once you’ve completed these classes, check out the library at eXp University or sign up for future events at the eXp Education Calendar.
Using the eXplore Guide
Just in case you have further questions and need answers fast, eXp has created an eXplore Guide to provide you with all the information you need to know about eXp. This guide will include:
- Welcome to eXp Realty
- Mission and Core Values
- Become an eXpert (on eXp technology and services)
- eXp Realty Technology Solutions
- eXplore Our Community
- Marketing, PR, and Events
- eXp University
- Agent Attraction
- Business Model and Earning Opportunities
- Affiliated Services
- eXp Realty Production Awards
- eXp Lingo
- We’re Glad You’re Here
- Agent Compliance
Each section will take you through important details on how to work at eXp, how to use the technology, where to learn and grow, and how to expand your business and earn more. You’ll definitely want to bookmark the guide to come back to any time you have questions.
Touring eXp World
eXp World is the online campus. It’s the space where you’ll connect with everyone who works at eXp. Simply take a walk around with your avatar to learn more about the campus and how to work with agents from around the world.
When you first log in, your avatar will be located in a welcome area next to all the information you’ll need to get started. Monday through Friday, there will be tours of eXp World led by agents. You can take one at any time, but it’s pretty simple to navigate the online campus.
You can use the menu in the top left corner to see all the offices and other areas around the campus. In the bottom left, you can turn your microphone on or off and enter messages that anyone in eXp World can see. It won’t take you long to figure out the World and start using it to connect with others!
Exploring eXp Enterprise
eXp Enterprise is your dashboard. It’s a centralized location for all your eXp tools and platforms. Simply use your eXp name and password to login and you can get started with all the tools available!
In eXp Enterprise, you’ll find:
- Tracking of all your transactions
- Tracking of your company stock and equity share
- Agent names and information so you can contact them
- Your capping status
- Tools to find custom details about revenue share
You’ll find everything you need in eXp Enterprise, so don’t hesitate to get logged in and start exploring as soon as possible!
Becoming An eXp Realty Agent
You’ve done it! You should now have everything you need to be a part of eXp Realty. If you have any questions, don’t hesitate to reach out to your personal broker or to me. Be sure to take advantage of all the great opportunities provided with your eXp technology!
