Moving to eXp with active files.
Agree in writing who will handle every listing, pending deal and client obligation before changing your brokerage affiliation. Your agreements, local rules and the brokers’ instructions determine which files can move.
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Who owns each next action?
Use one row per actual file in your broker-approved tracker. Record the responsible firm and person, next deadline, written approval status and client communication date.
| What to review | Who to involve | What to confirm in writing |
|---|---|---|
| Active listing | Current broker and receiving broker | Confirm whether the current firm will keep, release or authorize moving the listing. Record required seller consent, forms, MLS action, assigned agent and effective date. |
| Pending transaction | Supervising broker and transaction lead | Identify the firm that will supervise through closing. Record the next deadline, client contact, deposit custodian, and closing contact. |
| Buyer representation | Current broker and assigned agent | Review the agreement, assigned service contact and upcoming showings or offer deadlines. Confirm any required written changes before changing who represents the client. |
| Client records and deposits | Broker responsible for each file | Record who keeps required records, what copies may be shared, who controls any funds and when system access ends. |
| License and MLS access | Agent and eXp state broker team | Confirm the affiliation or transfer date, account activation and any required association or MLS setup. Assign coverage for obligations due around the transfer date. |
A closing is due before your proposed transfer date.
Put the closing and any earlier deadlines on the tracker. Have both brokers confirm who handles the file and who contacts the client and closing company. If that is still unresolved, arrange approved coverage or revisit the transfer timing before announcing the move.
When can you start at eXp?
eXp’s published onboarding sequence starts with an individual application and review. The agent then follows state-specific license transfer instructions, completes required board or MLS steps and training, and confirms activation. Ask the eXp state broker which approvals and effective dates apply in your market.
eXp application and license transfer guidance ↗eXp state broker responsibilities ↗
See the six-step transition roadmap ↗