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YOUR NEXT CHAPTER STARTS WITH A CONVERSATIONTony CruzTHE APEX GROUP · EXP REALTY
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OPERATIONS

Assistant Access

Explore role-based access options for unlicensed assistants and the tools available at each level.

Assistant Access program artwork from eXp
FIRST ACTION

Put it to work.

List the work you want to delegate and check which tasks and permissions fit your state and brokerage rules.

  1. 01

    Separate tasks from permissions

    List tasks such as scheduling, document organization and CRM administration. Ask the state broker to distinguish permitted administrative work from licensed activity.

  2. 02

    Request only the needed access

    Match approved tasks to an eXp assistant access tier. Use a named account with the minimum permissions and agree on who supervises each task.

  3. 03

    Check and remove access

    Review actual permissions during onboarding, after role changes and at departure. Have a named owner for account removal.