“More agents should not mean more chaos.”
Look at lead routing, onboarding and accountability before expanding the roster.
02 / FOR TEAM OWNERS
You’ve built the team. Stop carrying it alone.
Recruiting. Retention. Follow-up. Another question only you can answer. Explore the platform and workflows behind a team that can grow with you.
Explore My Team’s Options
LET’S TALK ABOUT THE REAL QUESTIONS
“I want agents who build here.”
Evaluate the training, experience and economics your team can actually deliver.
“The business still revolves around me.”
Separate your leadership work from the brokerage functions and systems behind it.
WHO DOES WHAT
Three roles in the business.
Know who owns the work before you move your team, leads or systems.
Your Team Provides
- Local leadership, onboarding routines and agent accountability
- Lead routing, coaching, recruiting and client coverage
- Team agreements, marketing and day-to-day operations
eXp Provides
- State broker supervision and brokerage transaction review
- Onboarding, training, mentorship programs and an agent community
- CRM options, marketing templates and transaction tools
The Apex Group Adds
- An owner conversation with Tony and Jake about fit and priorities
- Tony and Jake contribute guidance to Climbr, a real estate community open to agents at any brokerage
- Optional marketing and AI implementation services are separately scoped and priced
TECHNOLOGY TO TEST
Run a real workflow before you migrate.
eXp’s CRM of Choice lists BoldTrail, Lofty and Cloze for standard use. Its knowledge base lists Follow Up Boss for teams with at least 10 active users. Test lead routing, SkySlope transaction handoffs, MLS feeds, permissions and export. Confirm which integrations and existing tools your team will still need.
TEAM STRUCTURES
Compare team structures.
Start with your roster, production history and the way agents work together. Confirm current U.S. eligibility with eXp Team Services.
| Structure | Eligibility in published guide |
|---|---|
| Domestic | Eligible licensed domestic partners with documentation. |
| Self-organized | Two or more agents. No published production threshold in the team guide. |
| Standard | Published guide lists $6M or 30 closed transactions in the prior 12 months. |
| Mega ICON | Published guide lists $40M and 175 closings in the prior 12 months, plus at least 10 qualifying members and the leader. |
Ask about Thrive if transition support is relevant. Qualification, benefits and terms are subject to eXp review.
ILLUSTRATIVE SCENARIOS
What would you test first?
Three hypothetical situations, each with a different decision to validate.
01
Small producing team
Get the basics working.
Compare a self-organized setup with your current arrangement. Pilot a common lead intake process and agree on who follows up, who covers clients and how you measure adoption.
02
Established team
Pilot a handoff.
Have a small group run a test lead through the CRM and a sample file through transaction review. Compare permissions, routing and follow-up against the current workflow.
03
Larger expansion team
Validate one market first.
Confirm state licensing, brokerage affiliation, local MLS access and advertising rules. Identify a local lead and test your onboarding and accountability process before adding another market.
FOR AGENTS CONSIDERING A TEAM
Know what you’re joining.
Compare the team’s written terms with how you’d run your own practice.
Compare the solo agent path ↗- 01
Ask how work is shared.
Clarify who generates leads, how they’re assigned, what follow-up is expected and who covers clients when you’re unavailable.
- 02
Ask to see a real workflow.
Have the team walk you through how a lead is assigned, where the client record lives and who helps when a file reaches contract.
- 03
Read the terms for joining and leaving.
Ask who provides coaching, what happens to your leads and records, and how open files are handled if you leave.
Read the Team Resource Guide ↗
QUESTIONS TO ASK
Owner FAQs
Start here, then confirm how the answers apply to your business and markets.
01Can I keep my team name?
Potentially, if your state broker approves it and the name and advertising meet eXp and state rules. Confirm in every market where you plan to use it.
02Can I keep the way my team works today?
Review your team agreements and workflows with eXp Team Services. Confirm who will handle onboarding, client coverage, lead routing and transaction review.
03Which eXp team structure would fit my business?
Start with your production, roster and existing agreements. Have eXp Team Services confirm eligibility before you make offers to agents.
04Can I keep my CRM and existing systems?
Check your contracts, workflows and eXp requirements. Test export, fields, permissions, MLS/IDX access, messaging consent and integrations before moving records. CRM of Choice generally uses a 12-month selection cycle, with limited exceptions.
05Who owns and manages team leads and data?
Check the team agreement, brokerage rules and CRM or lead vendor terms. Put access, export rights, record retention and departing-agent handling in writing.
06Who is responsible for training and accountability?
eXp offers platform training, broker support and mentorship programs. The team leader owns day-to-day coaching, standards, lead follow-up and accountability.
07How do sponsorship and team membership differ?
Sponsorship is an eXp affiliation relationship. Team membership defines how agents work together, including duties and client coverage. Ask eXp to explain each agreement separately.
08Can my team operate in multiple states?
Possibly. Verify each agent’s license and eXp affiliation in each state, as well as MLS access, local broker oversight, team registration, advertising and transaction procedures.
09What would transitioning my agents involve?
Coordinate individual applications, state license affiliation and MLS changes. Review the team roster and agreements, plan active file handling and set up technology and training before announcing a go-live date.
OWNER CONVERSATION
Bring your real questions.
Let’s look at your team structure, current systems, and goals to see whether the platform fits.
YOUR BUSINESS. YOUR NUMBERS.
What would
actually change?
Compare the costs you pay today with a proposed setup. Use written figures for your situation, including costs that will stay with you.
This worksheet uses your inputs. It is not an eXp quote or an earnings projection. It excludes taxes, revenue share and stock awards. No information is sent or saved.
A CLEARER WAY FORWARD
Explore the move.
Before you make it.
01
Compare
Your costs, your support and the way you work today.
02
Confirm
The model, responsibilities and terms for your situation.
03
Coordinate
Active business, people and systems in an agreed sequence.
Timing and requirements depend on your business, state and current agreements.