How to Switch to eXp Realty – Step-by-Step Transition Guide for 2025

Thinking about making the move to eXp Realty? You’re not alone. Thousands of agents across the country—new and experienced alike—have made the switch in search of better tools, freedom, and financial growth.

At Big Frontier Group, we’ve helped several agents transition smoothly to eXp Realty. Whether you're a solo agent, team leader, or broker-owner, here’s a clear guide to what the process looks like in 2025.

🧭 Step 1: Do Your Due Diligence

Before making a move, make sure eXp Realty is the right fit for you.

✔️ Talk to current agents (including us—we’re happy to chat)
✔️ Review the commission structure, cap, and revenue share
✔️ Explore training, tools, and team support
✔️ Confirm what’s available to help you launch strong

Want a shortcut? Our Top 10 Reasons Agents Join eXp post breaks it down clearly.

📝 Step 2: Choose a Sponsor You Trust

At eXp, your sponsor matters. This is the person or team who introduced you to the company and who will support your growth.

Ask yourself:

  • Do they offer mentorship, training, or community?

  • Are they committed to your business model, not just theirs?

  • Will they answer your texts when you hit a snag?

At Big Frontier Group, we don’t just onboard agents—we invest in your success with real support, rural-friendly systems, and a team culture that walks the talk.

🧾 Step 3: Submit Your eXp Application

You’ll fill out a quick application at join.exprealty.com. It takes 10–15 minutes and includes:

  • License info

  • Contact details

  • W-9 and payment setup

  • Selection of your sponsor

Your state broker team will review and approve your license transfer request. You’ll get an email confirmation when it’s done.

📌 Pro tip: Don’t terminate with your current brokerage until this step is complete and confirmed.

🏁 Step 4: Hang Your License with eXp

Once approved, your state’s eXp broker will send you instructions for:

  • Transferring your license (varies by state)

  • Onboarding for all the available tools and training

  • Activating your MLS access with your new brokerage affiliation

This process typically takes 1–3 business days, and you won’t lose access to your clients.

🧰 Step 5: Set Up Your Tools and Training Access

Once onboarded, you’ll get access to everything:

  • Choose either BoldTrail, Cloze or Lofty CRMs

  • Skyslope for transactions

  • eXp World & Slack for training and communication

  • eXp University

  • Your @exprealty.com email and dashboard

At Big Frontier Group, we walk you through each setup step so you’re never overwhelmed or confused.

🎉 Step 6: Announce the Move (If You Want To)

Some agents go big on social media, others keep it quiet. Either way, now’s a good time to:

  • Update your email signature and website

  • Share your news with clients and sphere

  • Add “Brokered by eXp Realty” to your marketing

  • Let your lender and title partners know

Not sure how to frame it? We’ve got templates you can use to keep it classy, clear, and confident.

📦 Bonus: How Big Frontier Group Supports Your Switch

When you join us, we’ll help you:

✅ Get your CRM, website, and lead gen set up
✅ Announce your move (publicly or privately)
✅ Plug into a community of agents across Colorado
✅ Align with your goals—not just ours

No pressure, no gimmicks. Just honest support and a system that works.

🎯 Ready to Make the Leap?

We know it’s a big decision. That’s why we’re here for questions, walkthroughs, and side-by-side comparison—no strings attached.

📩 Check out our Join the Team page or reach out directly. We’ll help you switch smart, not stressed.