Agent Onboarding • CanZell Community

Welcome to the CanZell Community 🎉

Welcome to CanZell! We’re so excited to have you here. This onboarding guide will walk you step by step through everything you need to do to get fully set up, activated, and successful inside the CanZell Community and eXp Realty.

Start here: Step 1
1

Join the CanZell Community Get connected and plugged in.

  • Join the CanZell Slack Channel
  • Join the Fast Forward Movement @ eXp Facebook Group
  • To be added, email: [email protected]
2

Apply to eXp Realty Complete your official eXp application.

  • Use your licensed name
  • Use a personal email address (not a brokerage email)
  • Enter all required license and MLS information
  • Have your bank routing and account numbers ready for direct deposit
  • Have a credit card ready (eXp covers the $149 onboarding fee)
  • Select “No” for the third-party payment option
  • Sign the Independent Contractor Agreement (ICA)
  • When prompted for sponsorship, select “Can’t find my sponsor” and manually type the sponsor name
3

Watch for eXp Emails Activation instructions will arrive via email/text.

  • You will receive onboarding emails and text messages from eXp Realty and your State Broker
  • These messages include important next steps and activation instructions
  • Be sure you are checking the personal email address you used during application
4

Join Your MLS and Local Board Complete all local compliance requirements.

  • Join your local Association of REALTORS®
  • Join your MLS
  • Complete New Agent Orientation
  • Attend required MLS training
  • Purchase a lockbox if one is not provided
5

Complete the Internal Team Agreement Watch for the signature request.

  • Watch for a DropboxSign email from [email protected]
  • The Team Leader will sign first
  • Once complete, you will receive the agreement to sign
6

Join the Mentor Program (If Applicable) Newer agents are assigned a mentor.

  • If you have completed fewer than 3 transactions in the past 12 months, you will be assigned a mentor
  • Your mentor will be located within your MLS
  • They will guide you through your first transactions at eXp
7

Activate Your Tools Once activated, you’ll gain access to these systems.

  • Workplace & Workplace Chat – internal communication
  • eXp OKTA / Passport – single login for all eXp tools
  • My eXp App – track revenue, production, and performance
  • kvCORE – CRM and personal website (included at no cost)
  • SkySlope – transaction management
  • VersaPay – commission and payment tracking

📇 Your Trusted Contacts at eXp Realty

These are your primary points of contact for transaction settlements and escalations within eXp Realty’s Synergy Operations – Coastal Plains division.

Amber Meadows
Transaction Settlements Analyst
Heather Kleinheinz
Transaction Settlements Manager
Synergy Operations – Coastal Plains
Urgent Escalations
Shaelynn Dunkin
Transaction Settlements Manager
Synergy Operations – Coastal Plains
Urgent Escalations
Cory Kerley
Lead TSA
Synergy Operations – Coastal Plains
Escalations
Hailey Shinaut
Lead TSA
Synergy Operations – Coastal Plains
Escalations
Tanya Griss
Lead TSA
Synergy Operations – Coastal Plains
Escalations
Juana Dominguez
Lead TSA
Synergy Operations – Coastal Plains
Escalations
💡 Tip: For faster resolution, always start with your assigned TSA. Use escalation contacts only when timing or urgency requires leadership support.