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Switching Brokerages checklist


Stage 1: Before you announce

Export your data into new sources:


  • Calendars

  • Contacts

  • Spreadsheets

  • Client list

  • Referral list

  • Ongoing workflow spreadsheet


Order new collateral

*for graphic design help email


  • Business cards

  • Brochures

  • Signs

  • Name tags


Stage 2: After you announce

Update platforms you use:


  • Esign platforms such as Docusign/ or Dotloop

  • Zip forms

  • Dropbox

  • National and local MLS changes

  • Local real estate associations


Update your digital collateral with new logo and contact info:


  • Landing page/website

  • Email newsletter

  • Facebook

  • Twitter

  • Snapchat

  • Pinterest

  • Instagram


Stage 3: Spread the word

Take care of your current clients:


  • Terminate listings

  • Resign with new brokerage


Inform your past clients:


  • Create an email campaign

  • Send notes with new business card



Welcome to eXp Realty!

Click here to view the sample slide deck: 

CALIFORNIA- Below are the steps required in order to transfer your license IN THE STATE OF CALIFORNIA:


• Please go to the DRE web site-


• Click on e-licensing


• If you have a sales license, Click on the View/Add Responsible Broker tab


• If you have a broker license, Click View/Add Responsible Broker tab


• When asked to furnish the eXp Realty license number, it is 01878277


• You will be asked if your broker is available to confirm your license, answer “No.”


• You will then be asked to furnish the broker’s email address. It is


• While in the e-licensing section, please change the mailing address to your home mailing address.


• Please use the address below for your main office address- 2603 Camino Ramon # 200, San Ramon, CA 94583.


• If you have a broker license, there is a separate step on e-licensing to change the main office address. Please make sure to change that to the address above before leaving e-licensing.


• If you are coming to eXp from another CA brokerage, please contact your Association/Board of REALTORS to change your broker with your local MLS. They may require a transfer form.


• You are required join a local Association of REALTORS and the National Association of REALTORS immediately after joining eXp Realty. Please verify that Deborah Penny and eXp Realty are members. Otherwise, you may need to join another Association/Board.


• After your license has transferred to eXp Realty, the agent on boarding division will send you an email with instructions on setting up various accounts and the CA broker staff will be sending you a packet of important information and handouts. Please read them and keep them handy for quick reference because you are responsible for all information you receive.


Once your license is transferred to eXp Realty, you will need to contact your local Association of REALTORS (AOR) to transfer your membership to eXp Realty if you are currently a member of that AOR. If you don't belong to an AOR, you will need to contact your local AOR and complete the membership to join. Most AOR's require a broker signature on the transfer form. Please fill out the form completely and prepare it for signature by Deborah Penny. Email the form via an electronic signature system (ie. Docusign, zip logic, etc.) sending to the following email address-  

Switching Brokers
Transfer Your License
eXp Resources

eXp Resources

  • Goto place for training session calendar, policies and procedures, brand guidelines, logos, business cards, and signs:


  • Download eXp World. This is your goto for support where you would normally call someone and where all of the training sessions happen. 

    • Windows: link

    • Mac: link

    • Apple: link (use the password: @eXp 2017)

    • Android: link (use the password: @eXp2017)


  • Training sessions to take in eXp World (see schedule at

    • Introduction To eXp Realty

    • eXp Agent Orientation

    • eXp Marketing Center Training

    • eXp Enterprise Training (this is where you can see your stock, revenue share, transaction history and more)

    • Fast Start (if you're newer to the industry)

    • kvCORE Q & A (this is your website, lead generation system, CRM…)

    • kcCORE Advanced Training

    • SkySlope Basic Training (this is the task and transaction management system eXp uses)

    • SkySlope Advanced Training

    • Build Your Revenue Share


  • Download Workplace and Workplace Chat apps. This is the best way to stay up to speed with what's going on within the company and is a good way to connect with eXp agents and corporate employees, especially when you're out and about.

    • Apple:

      • Workplace: link

      • Workplace Chat: link

    • Android:

      • Workplace: link

      • Workplace Chat: link 

    • How to manage notifications: link

    • Best Groups to Join:

      • Fast Forward Movement: link

      • eXp Realty Announcement: link

      • eXp Referral Network: link

      • kvCORE Discussion: link

      • eXp Technology Updates & Announcements: link

      • Locate and join your state group


  • Set Up your kvCORE platform:

    • Login to eXp Enterprise and click on Optional Services on the left.

    • Complete the kvCORE Top Ten training: link.

    • Make sure you take the trainings in eXp World.

    • For additional help and support, go here: link


  • Setup your Regus executive suite membership: link


  • Weekly Exclusive Training:

    • Tuesdays: live Q&A (typically with Jay Kinder, Al Stasek, and John Kitchen) bi-weekly on Tuesdays @ 9:00 AM PST in Honey Badger Facebook Group: link

      • On the alternating weeks, Dan Beer and Kyle Whissel will host this at 10:00 AM PST in the Fast Forward Movement group on Workplace: link

    • Wednesdays: live training (AKA eXpert Mentors Live) Wednesdays @ 10:00 AM PST: link

    • Thursdays: One Big Fire eXp Explained with Jay Kinder @ 11:00 AM PST: link

    • Fridays: Free Coaching Fridays with John Kitchens @ 10:00 AM PST: link


  • Agent attraction tools and videos to watch/use:

    • Updated eXp slide deck: link

    • Brent Gove best practices short version: link

    • Brent Gove best practices long version: link

    • Brent Gove presentation/webinar: link

    • Mary, Kyle and Dan presentation/webinar:

    • Jay Kinder best practices: link

    • Curtis Johnson best practices: link

    • Anthony Lee best practices: link

    • Kevin Schumacher best practices: link


  • Invite a guest to eXp World:



Your team name, unless you have a DBA will need The surname (last name) to be conjugated with either the word Team, Group, OR & Associates.   

Next, we'll need to know how to set up your team at eXp using one of our team structures, which your team can review here:  Teams at eXp

Option #1 - Self Organized Team
Option #2 - Standard Team
Option #3 - Mega Icon Team
Option #4 - None - All Individual Agents
Option #5 - Domestic Team U.S. Domestic Teams Guidelines

***If you are interested in the Standard Team structure (with half cap team members), a broker report or MLS report showing the number of closed transactions and total closed sales volume during the last 12 months will be required for approval.***



PDF below of how to best utilize our Transaction Management software SkySlope: 

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