CanZell Realty | Agent Onboarding

Welcome to CanZell Community๐ŸŽ‰

We're so excited you're here! This page will walk you through everything you need to get started step by step.

CanZell Realty Logo

โœ… Step 1: Join the CanZell Community

  • Join the CanZell Slack Channel
  • Join the Fast Forward Movement @ eXp Facebook Group
  • To be added, email: [email protected]

โœ… Step 2: Apply to eXp Realty

  • Apply here
  • Use your licensed name and a personal email address
  • Include all license and MLS info
  • Have bank routing and account numbers for direct deposit
  • Have credit card ready (eXp covers $149 onboarding fee)
  • Select "No" for third-party payment option
  • Sign the ICA (Independent Contractor Agreement)
  • Choose "Can't find my sponsor" and type in the name manually

โœ… Step 3: Watch for eXp Emails

  • Onboarding steps will be sent via email and text from eXp and your State Broker
  • Use your personal email address (not your brokerage email)

โœ… Step 4: Join Your MLS and Board

  • Join your local Association of REALTORSยฎ and MLS
  • Complete New Agent Orientation
  • Attend your MLS training
  • Purchase a lockbox (if not provided)

โœ… Step 5: Internal Team Agreement

  • Watch for a DropboxSign email from [email protected]
  • Team Leader signs โ†’ Then you sign

โœ… Step 6: Join the Mentor Program (if applicable)

  • If you've done fewer than 3 transactions in the past 12 months, you'll be assigned a mentor
  • Your mentor will be from your MLS and guide your first deals

โœ… Step 7: Activate Your Tools

  • Workplace & Workplace Chat: for communication
  • eXp OKTA / Passport: access all tools in one place
  • My eXp App: track your revenue, production, and more
  • kvCORE: CRM and personal website (free!)
  • SkySlope: manage transactions securely
  • VersaPay: track commissions and payments

๐Ÿ’ก Extra CanZell Agent Perks

  • 2 Lead Gen Videos/month
  • Access to Buyer, Seller & Agent Funnels ($395 value โ€“ just $50 for you!)
  • Listing presentations & buyer/seller guides
  • VIP Portal + Admin Team Support
  • Leads available for 35% referral fee
CanZell Team Graphic

๐Ÿ“‡ Your Trusted Contacts at eXp Realty

Amber Meadows
Transaction Settlements Analyst
๐Ÿ“ง [email protected]


Heather Kleinheinz
Transaction Settlements Manager, Synergy Operations โ€“ Coastal Plains (Urgent Escalations)
๐Ÿ“ง [email protected]


Shaelynn Dunkin
Transaction Settlements Manager, Synergy Operations โ€“ Coastal Plains (Urgent Escalations)
๐Ÿ“ง [email protected]


Cory Kerley
Lead TSA, Synergy Operations โ€“ Coastal Plains (Escalations)
๐Ÿ“ง [email protected]


Hailey Shinaut
Lead TSA, Synergy Operations โ€“ Coastal Plains (Escalations)
๐Ÿ“ง [email protected]


Tanya Griss
Lead TSA, Synergy Operations โ€“ Coastal Plains (Escalations)
๐Ÿ“ง [email protected]


Juana Dominguez
Lead TSA, Synergy Operations โ€“ Coastal Plains (Escalations)
๐Ÿ“ง [email protected]