Resources · Official eXp toolkits
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Official hubs last reviewed September 22, 2026 · 45 resources
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Your CRM decides how the rest of your business runs. Walk our short decision helper, then use eXp's current official toolkit to compare the CRM choices available to you today and follow their setup guidance — the platform list and terms change, so the toolkit is the only place to confirm them.
Not sure where to start?
Tap one and we'll show only the toolkits that help with it.
Toolkits
Your first 90 days, compliance basics, mentorship and where to get a human answer.
The official checklist for your first days at eXp Realty, in order.
Use this when you just joined and want to know exactly what to do next.
State-by-state contacts, brokerage details and requirements for where you are licensed.
Use this when you need your state broker, state-specific forms or local requirements.
Compliance expectations and the paperwork habits that keep your files clean.
Use this when you want to get compliance right before it becomes a problem.
Listed on the commercial hub as "Compliance" — same official page.
How eXp's mentorship works for your first transactions, and what is expected of you.
Use this when you are newly licensed or have not closed your required mentor transactions yet.
eXp's support channel for getting a real answer from the right department.
Use this when you are stuck and need help from eXp rather than a search result.
eXp's internal agent intranet — announcements, documents and department links.
Use this when you are hunting for an internal eXp document, form or announcement.
Onboarding toolkits for eXp's international markets, by country.
Use this when you or an agent you are helping is joining eXp outside the United States.
Toolkits
The systems behind the work: CRM, transactions, getting paid, stock and assistants.
eXp's program for picking the CRM you actually want to work in, with setup guidance for each current option.
Use this when you are choosing your CRM, switching platforms, or setting up your database for the first time.
Open the official toolkit to compare the platforms available to you today, what is included and the current setup guidance — the list and terms change.
How to submit and manage a residential transaction through eXp, start to close.
Use this when you go under contract and want your file handled without back-and-forth.
How commission payments are processed and how to set up your payout details.
Use this when you want to understand or fix how you get paid.
Splitting commission deposits across more than one account automatically.
Use this when you want taxes, savings or team splits separated at the deposit.
How to give an assistant the right access to your eXp systems, safely.
Use this when you are hiring help and need them inside your systems without sharing logins.
eXp's single sign-on style front door to the tools and platforms in your package.
Use this when you cannot remember where a tool lives or how to log into it.
The official page for eXp's agent equity and stock purchase programs.
Use this when you want to understand how stock awards and the purchase plan work.
Programs and terms change — confirm current details on the official page.
Toolkits
Brand, design tools, buyer and seller presentations, listing exposure and lead protection.
Official eXp brand standards, logos and marketing assets for residential agents.
Use this when you are building signs, social graphics or listing materials and need the correct brand.
eXp's Canva setup and brand-approved templates for residential marketing.
Use this when you want a good-looking post, flyer or listing piece in a few minutes.
Buyer agreement guidance, consumer-facing materials and how to present your value.
Use this when you need to explain and sign buyer representation with confidence.
Listing presentation materials, seller conversations and supporting documents.
Use this when you are preparing for a listing appointment.
eXp's coming-soon and pre-market exposure options for your listings.
Use this when a seller wants exposure before the listing goes fully live.
Pre-market rules vary by MLS and state — confirm locally before promising a seller anything.
How to spot and stop seller impersonation and vacant-land deed fraud.
Use this when a listing feels off — remote seller, vacant land, rushed cash closing.
eXp's guidance on protecting the leads and client relationships you generate.
Use this when you want to know how your leads are protected and what your obligations are.
How to refer a client to an eXp agent in another country and get paid for it.
Use this when a client is buying or selling outside your country.
Toolkits
Attraction, revenue share, sponsorship, team building and agent recognition.
The official attraction toolkit: the eXp story, models and presentation materials.
Use this when you are talking with an agent about joining eXp.
The Canadian version of the attraction toolkit, with Canada-specific models and materials.
Use this when the agent you are talking with is licensed in Canada.
How eXp's co-sponsor option works and how it is recorded.
Use this when two people genuinely helped attract the same agent.
The official explanation of eXp's revenue share program and how it is calculated.
Use this when you need accurate revenue share numbers instead of a screenshot from social media.
Never quote revenue share figures from memory — the official page is the only safe source.
How to support and keep the agents who join with you, with official materials.
Use this when an agent joins your organization and you want a real onboarding rhythm.
The Canadian version of the sponsorship and retention toolkit.
Use this when the agents you sponsor are licensed in Canada.
eXp's training track for agents building and running a team.
Use this when you are about to hire, or your team is growing faster than your systems.
Official team structures, requirements and paperwork at eXp.
Use this when you need to know which team model and splits are allowed.
eXp's in-person culture centers and how agents use them locally.
Use this when you want a physical place to meet clients, train or host events.
The official requirements and timeline for earning ICON Agent status.
Use this when you are planning a year and want ICON to be part of the math.
Requirements change by award year — confirm the current year's criteria on the official page.
Toolkits
Niche divisions with their own official playbooks and support.
eXp's land and ranch division: materials, training and specialist support.
Use this when you take a land, farm, ranch or recreational property listing.
The luxury division's attraction and marketing materials for high-end agents.
Use this when you work luxury listings or are attracting luxury agents.
The full commercial hub — the official directory for eXp Commercial advisors.
Use this when your work is commercial and you want the commercial version of a resource.
Toolkits
The separate commercial hub: brand, CoStar, compliance, transactions and referral division.
The onboarding checklist written for new eXp Commercial advisors.
Use this when you just joined eXp Commercial.
Onboarding for advisors joining the commercial referral division.
Use this when you are joining eXp Commercial in a referral-only capacity.
eXp Commercial brand standards, logos and advisor marketing assets.
Use this when you build commercial marketing and need the commercial brand, not the residential one.
Commercial Canva templates approved for eXp Commercial advisors.
Use this when you need an offering flyer or commercial social post fast.
How eXp Commercial advisors access and use CoStar data.
Use this when you need comparables, tenant data or market research for a commercial deal.
How commercial groups are structured and supported at eXp Commercial.
Use this when you are forming or joining a commercial group.
Attraction and growth materials written for eXp Commercial.
Use this when you are talking with a commercial advisor about joining eXp Commercial.
How to submit and manage a commercial transaction through eXp Commercial.
Use this when a commercial deal goes under contract.
Transaction submission for the commercial referral division.
Use this when you are paid on a referral rather than representing a party.
The commercial version of the ICON award, with its own requirements.
Use this when you are planning a commercial production year.
Requirements change by award year — confirm the current criteria on the official page.
Team Legacy curates links to eXp resources for convenience. eXp Realty and eXp Commercial own their respective materials. Availability, programs, and policies may change; confirm current details in the official toolkit and with your brokerage.
Not sure which one you need? Ask Amanda or talk with Team Legacy.
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