A big welcome to you from the Texas Brokerage Team. eXp Realty is excited to have you! We’re going to help you get up and running, and introduce you to what eXp Realty has to offer. There is a checklist of items in this document you will be completing over the next few days. *PRINT THIS DOCUMENT ALONG WITH THE CHECKLIST FOR QUICK REFERENCE. This is also a live document, there are many links to things you will want to refer to. So, keep this document on your computer.

*It is important to remember that the process moves at your pace, the quicker you complete each step in the onboarding process, the quicker you are out there selling real estate.

Here are the instructions for How to Move My License

Once you have confirmation from TREC on your sponsorship request please email TXMLS@exprealty.com and let us know which association/MLS you are with and if you are a current member or need to join. The Texas Team is here to assist you, but the attached quick reference guide should always be your first stop. You can reach out to any of us during the week while we are in the Broker Room (M-F 9:30-5:00) or by contacting your regional managing broker directly. Contact information is in this package.

Welcome to eXp Texas!

Sheila Dunagan

Designated Managing Broker for Texas

eXp Realty, LLC.

eXp Texas Onboarding Steps

Complete steps 1– 5 in order in the checklist below.

** After Step 5, each step MUST be completed, but not necessarily in order.

New Agent Checklist:

❏ 1. Complete eXp Online Application Join eXp

❏ 2. Sign eXp Independent Contractor Agreement

❏ 3. Request Sponsorship with EXP Realty LLC (603392)

www.trec.texas.gov and TREC Sponsorship Guide

❏ 4. Change your sponsorship at your local association/MLS

Email: txmls@exprealty.com and let us know which association/MLS you are with and if you are joining or a current member. We will send you the necessary pre-filled forms. **IF YOU HAVE LISTINGS TO TRANSFER**, please email TXMLS@exprealty.com for Sheila Dunagan’s signature. ** Please ensure that you send these via digital signature utility**.

❏ 5. Explore: eXp World and Schedule your World Tour with a Cloud Concierge. Visit: https://explore.exprealty.com/

for additional helpful information If you experience difficulty, email: support@exprealty.com

❏ 6. Familiarize yourself with the Knowledge Base: https://explore.exprealty.com/

❏ 7. Add the Following Days and Times to Your Calendar:

❏ Every Tuesday 9am CST - Texas State- Meeting—World Auditorium.

❏ Every Thursday 1:30 pm CST - Texas Contracts Class–Meeting Room 7.

❏ 1st Tuesday of Month 9:30 am CST - Texas Orientation in the eXp World Auditorium.

❏ Every Friday 10 am CST - eXp National Leadership Meeting - in the eXp World Auditorium.

❏ 8. Add: tx.broker@exprealty.com to your contacts.

❏ 9. Check out our eXp Class Schedule at : www.expcloud.com.

❏ 10. Attend Weekly Texas State Meeting—Every Tuesday 9 am in the eXp World Auditorium.

❏ 11. Attend Texas Orientation - 1st Tuesday of the Month, 9:30 a.m. in the Texas Broker Room.

❏ 12. Attend Texas Contracts and Productivity Class held every Thursday at 1:30 pm in Meeting Room 7 on the eXp World Campus.

❏ 13. Get Familiar with Workplace Group: exprealty.workplace.com.

❏ 14.Search for and Join: Texas State Group.

❏ 15. Additional Workplace Groups are included in this packet.

❏ 16. Download: Workplace App and Workplace Chat App to your mobile

❏ 17. Agent Attraction: If you are going to be attracting new agents to eXp there is a document you must review the Agent Attraction Universal Pledge.

❏ 18. Download, Read, and Become Familiar with eXp Policies and Procedures Manual and Texas Policies and Procedures.

❏ 19. Gather all of your advertising links: including social media, websites, copies of business cards, signs and any other customer-facing advertising and email all for approval to tx.broker@exprealty.com.

(*You are responsible for sending ALL advertising proofs to tx.broker@exprealty.net and marketing@exprealty.com PRIOR to first use per TREC Advertising Rules outlined in the TX Policy & Procedures).

Who is my Broker & How Do I Contact Them?

You have ONE Designated Managing Broker to act for EXP Realty in Texas, Sheila Dunagan.

Sheila has assigned people at TREC to help supervise Texas agents, these people are Managing Brokers. Managing Brokers are your first resource for answering contract questions in the State of Texas. They have been appointed by the broker with TREC to act as your supervisor on her behalf.

When contacting a Broker, either visit us in the Texas Broker Room,in eXp World during Broker Hours: Monday, Wednesday, Thursday, Friday: 9:30 am CST - 5:00 pm CST, and Tuesday 10:00 am CST - 5:00 pm CST or *send a Workplace Chat*(preferred). When you have a Broker question the first person you should reach out to is your Managing Broker. Your Broker Team is available for contact during Business Hours, Monday - Friday from 8:00p.m to 6:00 p.m.

Your Texas Managing Broker Team:

The best way to reach out to your Managing Broker is to send them a chat on Workplace.

You can also send an email for non-urgent items to tx .broker@exprealty.com. (Don’t forget the dot after tx).

Managing Broker by Location w/ IABS

Area	Broker	IABS
Coastal, East TX & RGV	Sarah Atchison	IABS Copy
Coastal, East TX & RGV	Andrea Grimm	IABS Copy

South, West & Central	Rick Tankersley	IABS Copy
South, West & Central	Marty Chrisman	IABS Copy

North Texas	Michael Yarrito	IABS Copy
North Texas	Misty Michael	IABS Copy
North Texas.Risk Mitigation	Kathy Gordon	IABS Copy

Texas Offices Map

Texas Broker Information

Texas State Designated Managing Broker Information:

Sheila Dunagan - License #617831

Email: tx.broker@exprealty.com

Texas Managing Broker Information:

(please note, the best point of contact is Workplace Chat or a visit to the Texas Broker Room on the eXp World Campus. Broker phones should be used for absolute emergencies, only)

Where Do I Go? How Do I Contact?

eXp World. (CLICK HERE to Download the eXp World Campus) Our Cloud Campus is an amazing resource for times when you may have a question and need to speak, voice to voice, with someone for assistance. You will receive an invitation to download the eXp World on your computer and mobile devices. Once you’ve installed, below are some support places to visit:

Department

Function

Details

How to Contact

Agent Onboarding	This team works with new or experienced single (non-team) agents in joining eXp.		Contact information: agentservices@exprealty.com GoTo>Agent Transitions
Agent eXperience	Works with existing single agents (non-team) with non-transactional questions.		Contact information: centralcareers@exprealty.com GoTo>Agent Experience
Payment Processing	Works with financial aspects of existing or archived transactions, such as creating your DA and getting it sent to the title company.	CPS (Contract & Payment Specialist) Team: ·Review of contract documents in SkySlope ·Issues Disbursement Authorization (“DA) ·Reviews Closing Documents/Initiates Commission Payments for approved files. ·Commission Payment Questions	Contact Information: •texastransactions@exprealty.com •Payment Processing Building on eXp Campus •GoTo>Payment Processing/TRX

Accounting	Contact for all agent questions regarding: Revenue Share Stock questions Non-transactional accounting.	·Tech & Other Agent Related Fees ·Add/Remove PaymentMethods ·Stock/Rev Share Questions	Contact Information: • accounting@exprealty.com • Accounting Office on eXp Campus
Tech Outpost	Source for agents experiencing technology difficulties with eXp World, kvCore, Passport or Email issues. .	·eXp World Issues ·kvCore ·eXp Passport ·eXp Email Issues	Contact Information: • support@exprealty.com • LIVE CHAT SUPPORT: • http://support.expcloud.com/
TEAM Services	Specifically supports TEAMS rather than single agents at eXp.	·Onboarding Assistance for TEAMS ·Help with SkySlope Set up/Log-ins for TEAMS	Contact Information: • Central Region: teamonboarding.central@ exprealty.net • After Onboarding: teamagentservices@exprealty. net
Affiliated Services	Affiliate Partners	·IntroLend ·Moving Hub ·Silverline Title & ·Escrow	Contact Information: ·Visit these affiliated partners on the eXp World Campus. ·GoTo>Affiliated Services>Partner Hub. See Training Schedule in their offices
MLS Maintenance	Assists agents with correcting MLS	·Listing Cancellations ·CSS membership ·MLS Associated Questions	Contact information: TXMLS@exprealty.com -or- tx.broker@expreatly.com

Orientation	explore.exprealty.com is a tremendous resource. You can utilize this when you are logged into your @exprealty.com account. This site offers information about Marketing, eXp University, Agent Attraction, Affiliated Services, Production Awards, including ICON, Marketing, PR and Events. Bookmark this one and reference often!
eXp Online Class Schedule	As you join eXp, you’ll want to visit expcloud.com for classes on all things eXp. Your Texas Team will be sharing any Texas-specific training with you on Workplace>Texas State Group, and announcements in email.
eXpBert	Think “Ok Google” on this one. eXpBert is a bot that lives within Workplace that you can ask your questions of, to find an answer. Try it!

Important Texas Information:

Texas Frequently Asked Questions

A guide to Texas-specific operational questions

eXp Realty Brokerage License Number

#603392 (This goes on page 9 of the contracts & agreements).

Copy of eXp Realty, LLC Broker License

ADDRESS FOR ALL CONTRACTS

ALL Sales Contracts use: 9600 Great Hills Trail, Ste 150W, Austin Texas 78759.

ADDRESS for LISTING AGREEMENTS/BUYER REPS

You can use registered Branch Offices as the address

TAX ID

20-8369429 (A prefilled signed W-9 is located in Sky Slope)

EXP Lease Invoice

W-9 located in Sky Slope with our Salt Lake City address.

W-9 Copy-FOR LEASES

This is a signed copy, ready for use.

W-9 Copy-FOR CONTRACT USE

Brand Guidelines

Guidelines for using the eXp Logo on your advertising.

E&O Certificate of Liability

A copy of eXp’s E&O insurance.

How to get a Regus Account

First, what is Regus? Regus is the world’s largest provider of flexible workplaces. Regus is where you can use an office for an hour/multiple hours/day, meeting room, print/fax services, etc. To sign-up for a Regus account, START HERE.The business lounges (common areas) and WIFI are paid for by eXp Realty and included with your eXp Realty “Enterprise Solutions” membership.

While agents are responsible for charges related to private office space, co-working areas, meeting rooms and additional services such as coffee, copies, etc... these must still be allocated to your eXp Realty “Enterprise Solutions” membership to receive eXp's contractual discount on booking fees which is 16%.

Texas Transaction Checklist

Most Commonly Used TXR Forms

Texas Real Estate Commission Forms Index

HUD INFORMATION:

Broker email to register at HUD: tx.broker@exprealty.com

HUD NAID:

EXPRLT9462. (You must register/update profile at HudHomeStore.com).

*If you submit a HUD bid and it’s giving an error message, be sure that your profile on the HUDhomestore.com website is updated to reflect eXp as your brokerage. If your brokerage information in your profile does not match the NAID number, you will receive an error and be unable to submit a bid.

DOCUMENTS THAT REQUIRE SIGNATURES:

Email to tx.broker@exprealty.com (txDOTbroker)

● IDX documents

● Relocation documents

● Commission Advances

● TREC Reinstatement

● HUD Documents

● OpCity Requests

● MLS Waiver

● 3rd Party Lead Referral Agreements

REGUS BRANCH OFFICES:

Rules for Using a Branch Office

These Regus offices are on file with TREC as branch offices as well as on file with some of the local MLS’ boards. No personal mail is to be sent to these offices. If you will use this as a business address please take time to go in and meet the staff and introduce yourself. (Take them cookies or donuts) Ask them what day of the week they send the mail to Austin. If you are expecting something delivered there and want them to hold it for you CALL THEM ahead of time and request they hold it.

ALL MAIL sent to the Regus office is subject to being opened by EXP so we can best know how to route the mail. Make sure your local lenders and vendors know to send your mail to the local Regus (especially around the holidays) otherwise it may be sent to the Austin address.

HOW TO DO THINGS AT EXP IN TEXAS:

● Texas Calendar: Click Here.

● List of Boards/MLS’s EXP is a part of Click Here

● EXP PROGRAM HELPS: EXP Expressway: http://expressway.expcloud.com/

● EXP Cloud: http://expcloud.com/

● EXP Answers for EVERYTHING:

● https://explore.exprealty.com

EXP Policies & Procedures

Agent Attraction Universal Pledge

● How do I get help with a contract?

Contact your managing broker

● EXP World:

Download EXP World

Tips for using EXP World

Invite a Guest to The World

● Onboarding agents:

How to request EXP Sponsorship with TREC

How to Transfer a Listing:

● We are members of many associations across Texas and each one has a different form or process to transfer listings over to a new broker. To transfer your listings please email txmls@exprealty.com and let us know which association you are with so we can send you the form with instructions.

● If you have already filled out a listing transfer and need broker signature on it please send it to txmls@exprealty.com for Sheila Dunagan’s digital signature.

● Offboarding Agents:

To exit eXp fill out the Agent Exit Form and send an email to tx.broker@exprealty.com.

● Advertising Rules & Help

How to Register as a Supervisor/Team Lead

How To Register a Team or Group Name at TREC

How To Register an Alternate Name at TREC

How to find an EXP logo

How to order yard signs

How to add your IABS to KV Core/Facebook page

● Mentor Program: (AKA EXPAND Program)

What is the Mentor Program

● Transactions:

Transaction Checklist

Skyslope 101 How To Complete A Lease Transaction in Skyslope

Rentals and Leases How To See a Commission Breakdown in Enterprise 2018

● EXP W-9 (Lease)

Lease Invoice Outgoing Referral Form

W-9 Copy

● Fees For Agents:

New U.S. Fees

● Helpful Information for Contracts & FAQ: Texas Groups and what they are about:

Texas State Meetings (Recordings of our Tuesday Meetings)

Texas Contracts & Productivity Class - Every Thursday in Meeting Room 7 at 1:30 CST (Recordings of our previous contract classes)

FAQ TX - Any and all questions especially if you are new (explore.exprealty.com is a better resource) Central Texas Region, North Texas Region, RGV Region, West, East, Coastal, South, Houston, Austin Metro, etc - these are your more local/regional groups around Texas.

*Keep checking back - we add to this list from time to time. :-

Advertising Compliance

Advertising Guidance - eXp Policies and TREC Requirements:

Any advertising, including; yard signs, business cards, ads, mailers, flyers, websites, FB Business Pages, etc. must have the information listed below. In addition, we require that all incoming agents go to the homepage for the Advertising Compliance Video/Test and view the advertising class and take the quick 20 question test. You will also find helpful docs, prefilled IABS forms and a ton of invaluable resources.

1.) Per TREC eXp Realty's name needs to be at least half the size of the largest font on your advertising (this includes your logo).

2.) Your name, or Team or Group name Brokered By eXp Realty (Or just EXP Realty works too)

3.) ALL marketing MUST be submitted to marketing@exprealty.com for brand approval AND as sent over to TX.Broker@exprealty.com for broker approval PRIOR to FIRST use.

4.) Your Marketing Team/Group name must be registered at TREC (per 535.154(c)(3) prior to first use. (Use the link below to get this registered and then check back on TREC's website in a few days to see if you see it. If you do not, please follow up with the broker team at tx.broker@exprealty.com) Link to Form: TEAM/Group Name Registration Form

5.) Any name you use to advertise yourself, other than the name on your license, must be registered with TREC before using it. Alternate Name (any name that is a nickname or not a derivative of the name on your license such a middle name not on your license), or a Team/Group name MUST be registered with TREC before you start using it. (Section 535.154(c)(3) 5)

You must ensure that you have the legal right to use any marketing names. It is YOUR

responsibility to file this information with TREC. Here is the Link: Alternate Name Form

6.) You may NOT use “brokerage, company, or associates” in your marketing name.

7.) Even if you are a team of 1, if you are using ANY marketing name besides what is on your license, then you must register as a team/group and your marketing name must end in Team or Group.

HELPFUL TIPS:

● Be a wise business owner and know what you can and cannot do per TREC rules, lending rules,and eXp company policy.

● You can find clear background logos for the items above at expcloud.com

● All eXp Advertising Rules are covered in Policies and Procedures

● Additional Texas Policies and Procedures can be found here: Texas Policies and Procedures

● Advertising website & resources can be found here: Advertising Compliance Video/Test

● TREC’s Social Media Guide - TREC Social Media Advertising Guide