Who Must Join eXp’s Mentor Program?

The official mentor-waiver FAQ explains the recent-transaction threshold and identifies state-specific differences, including North Carolina and Washington. Do not replace that review with a general statement that you have been licensed for years. The relevant question is how your documented activity fits the current rule.

Prepare a short transaction history with closing dates, transaction types, your role, and supporting records acceptable to the reviewing team. Keep client information limited to what the authorized process needs. If a transaction falls near the time cutoff or involves an unusual structure, flag it clearly rather than counting it by assumption. Accuracy makes the eligibility conversation faster and more useful.

This worksheet is an original preparation aid and does not determine eligibility. It helps you present the facts in one place. If an answer depends on a document you do not have, request it before concluding that the program applies or does not apply. Keep the final determination with your onboarding records.

An agent can have valuable life or sales experience while still needing guidance with local contracts and transaction systems. Another agent may have completed many transactions years ago but be returning after a long break. Recent activity is one way a program evaluates the need for structured support, but your own learning needs deserve attention regardless of formal classification.

Use the enrollment conversation to identify the tasks you want to perform confidently: consultations, offer preparation, deadline tracking, inspection follow-up, and closing coordination. If you are exempt, you can still build a practice plan. If you are enrolled, enter with specific objectives rather than treating the program as a fee to get past.

The public FAQ describes case-by-case waiver review and conditions connected to team documentation. A verbal statement that a team leader will mentor you is not the same as an approved program determination. Ask what paperwork, qualifications, and state review apply to your actual arrangement.

Suppose a joining agent expects a team-based alternative but the team agreement has not been processed. The useful next step is to resolve the missing documentation and request the appropriate review. It is not to stop participating in required activities while assuming the waiver will eventually be granted. The mentor-assignment guide explains how to communicate about practical support while administrative questions are addressed.

Once enrollment is confirmed, obtain the current program manual and your state addendum. Identify the required coursework, transaction participation, meetings, review steps, and graduation approval process. Do not infer completion from one milestone alone. Your support plan should reflect the full documented requirements.

Make a tracker with each requirement, the evidence of completion, and the person who verifies it. Review progress regularly with the appropriate mentor contact. Discuss the economics separately using the mentor-program cost guide and current written terms. Keeping eligibility, learning, and cost questions organized prevents one unresolved issue from obscuring the others.

1. Identify the specific item that appears inaccurate.
2. Attach the relevant transaction or team documentation through the authorized channel.
3. Ask for a written eligibility or waiver determination.
4. Continue following the current instructions until an approved change is communicated.
5. Verify that the account and program records reflect the final outcome.

A clear request explains what changed or what was entered incorrectly. Avoid framing the issue as whether you are a good agent. The reviewer needs the facts that govern classification. Once the record is resolved, return attention to building the skills and support that protect clients and make your daily work more confident.