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eXp Realty Quick Resource Guide:
Your Path To Success
Navigate your journey with eXp Realty effortlessly using this comprehensive guide. From the Joining eXp Onboarding Guide to connecting with essential platforms and tools, this resource covers everything you need to get started. Learn how to maximize eXp’s training programs, streamline transactions, and master team building strategies. Whether you’re new to eXp or looking to enhance your experience, this guide is your go-to resource for success.
New York Contacts
Getting Started
Join App
​Make sure to put in the correct sponsor agent information when filling the application
Onboarding Process
Checklist for Newly Activated Agents
Agent Resource Guide by State
New Agent Activities While Finalizing License
These are some activities you can start that don’t require a license and will give you a head start while you’re waiting for your real estate license to finalize - even before testing! These are not required prior to being licensed. They just give you a head start.
Training
New York Training
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Every Monday
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NY Agent Orientation | 10:00 AM ET. A jam-packed hour full of information that you will need to get started! https://exp.world/nyauditorium​
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NY SkySlope & Document Training | 11:00 AM ET: Join the CCAs (Contract Compliance Analysts) for SkySlope & Document Training! Learn more about SkySlope and get more information on best practices. https://exp.world/nyauditorium
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1st & 3rd Tuesdays
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New York State Meeting | 9:00 AM ET: Join the Broker Team every 1st and 3rd Tuesday of the month. This meeting covers changes within eXp Realty and the Real Estate Industry. We often will have a special guest speaker join us! To get the most out of your experience at eXp Realty and to stay informed, it’s encouraged that you attend our bi-monthly state meetings. You must attend at least 6 meetings annually. https://exp.world/nyauditorium
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​Every Wednesday
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Wisdom Wednesday | 6:00 PM ET: This 6-week course is designed for NYS Agents who are NEW, REJOINING, OR REIGNITING in Real Estate. Topics covered include Getting Started, Working with a Seller, Prospecting/Marketing, and more! https://exp.world/nyconferencehall
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Every Friday
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​Fabulous Friday | 10:00 AM ET: The Brokers discuss growing your business and staying productive in the industry. We will have special guest speakers as well as topic-specific classes. https://exp.world/nyauditorium
Team Training
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Every Monday
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GAP Mastermind| 12:00 PM ET: GAP stands for Growth, Action, and Production for professionals in the real estate industry. Join us for new episodes every Monday! https://gapmastermind.com​​
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GAP Mastermind: YouTube Replay
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Every Friday
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​Alliance Attractors Freedom Friday| 9:00 AM ET: Get ready for exciting updates and discussions on AGENT ATTRACTION! This mastermind is packed with valuable insights that will help you attract and supercharge your organization's success! https://allianceattractors.com
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Alliance Attractors Freedom Friday: YouTube Replay
New Agents When Active With eXp
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Fast Start Series: Fast Start is an AMAZING series. It’s not only for new agents but also for agents who want to ramp up their business.​​
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FastCap Program: A 6-week live training program built to engage you in your real estate career by building the habits needed to cap fast!
Event & Training Calendar
Elevate Coaching
Continue Education
Certification
Certified Mentor
Certified Luxury Consultant
Certified Relocation Expert
Certified REO Expert
Certified Express Offers Expert
Certified Institutional Investment Expert
Lead Generation
CRM of Choice
BoldTrail
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BoldTrail isn’t just another CRM–it’s your competitive edge. Purpose-built for real estate professionals–from individual agents to professional teams within eXp–BoldTrail is the industry’s most comprehensive platform, designed to support every stage of your business.
Cloze
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Rapid transformation in real estate means brokerages must stay nimble and profitable, even in
changing market conditions. With Cloze, you can keep what’s working and change what’s not, so your
agents can focus on building relationships, not wrestling with technology. Whether you use just one of
Cloze’s solutions or all of them, Cloze will work with the tools you have today and the innovative
technology you add tomorrow.
Lofty
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Lofty is not a traditional CRM. Lofty is a comprehensive, AI-powered platform designed to help agents and teams optimize every step of the consumer real estate
lifecycle, from search to settlement, maximizing agent productivity and accelerating growth. Instead of juggling multiple prop-tech solutions, you can use Lofty to
automate marketing campaigns, boost brand awareness, and capture and convert more leads, all-in-one intuitive platform.
Marketing
Marketing Center
Brand Store
Design Center
Real Estate Signs & Banners
Transaction
Skyslope Checklist
Commission Wire Transfer Instruction
Growth
Attraction
Revenue Share
Growth
eXp Tech
Stock Equity
Stock Account
Support
Broker Teams
Expert Care
Compliance
Tech Support
Banking Update
Change name to LLC or Corporation
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To update your name, business name, or address, please complete the time-sensitive W-9 form using the link below: Complete Your W-9 Form
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For step-by-step instructions on how to fill out the W-9, please refer to this guide: https://exptoolkit.com/w9
W9 Form
Business Entity W9 Form
ICON Stock Award
Email Forwarding