How to Move a Real Estate Team to eXp

Before you tell anyone

Model the economics for each production tier on your team, read your current agreements, and know your answer to the three questions every agent will ask: why, what changes for me, and what happens to my pendings.

• Economics modeled for low, mid, and high producers
• Independent contractor agreements and any team agreements reviewed
• Pending transaction plan confirmed with both brokerages
• Your written reason for the move, in plain language

Agent conversations

Talk to your core producers individually and first. Lead with what improves for them, be honest about what does not, and give them room to decide rather than pressure.

Agents forgive a hard change. They do not forgive being handled.

Operations and marketing

Sequence the operational work so nothing goes dark: licensing transfers, CRM and lead routing, signage and marketing assets, transaction coordination, and client communication.

• License transfer timing for each team member
• CRM, lead sources, and follow-up automation
• Signage, listing marketing, and portal profiles
• Client and vendor notification script

The first 30 days after

Protect production. Keep the prospecting calendar identical, run your normal meetings, and put onboarding on a schedule rather than leaving it to each agent's free time.

Honest considerations

• •Expect a short productivity dip and plan for it.
• •Some agents will stay behind; that is normal.
• •Have legal and licensing questions reviewed by professionals.

Where Team Legacy fits

This is exactly the kind of transition we help leaders sequence — quietly, with checklists, and with the goal of not losing a single closing in the process.

Our positioning is simple: build a real estate business that fits your life, not a life that fits your real estate business. See what that looks like in practice.

Frequently asked questions