Keeping Your Team Brand and Website at eXp

Your business may own a logo, domain, photographs, and written content while still needing approval to use them in a new brokerage affiliation. Start by identifying ownership and licensing rights for every asset. A vendor-created website may contain components you license rather than own outright.

The eXp branding knowledgebase directs agents to approved logos and review resources. The August 2026 policies require approved team naming and prominent agent-and-brokerage identification, and restrict using eXp trademarks in domains. Review the actual current wording with the state broker before relying on a proposed name.

This is especially important if an existing team name suggests a separate brokerage. Do not assume that a name acceptable under your prior affiliation can be carried over unchanged. Resolve the name first, before spending money on design or signs.

List your domain registrar, hosting provider, website administrator, email service, phone numbers, CRM, social accounts, advertising accounts, listing photography, and design files. Record who controls each login and who pays the bill. Confirm that your own business has appropriate administrator access where it should.

Then identify assets tied to the old brokerage. These may include a website subdomain, templates, stock photography licenses, or software access. Ask the owner or vendor which materials can be retained and what must be replaced. Do not copy proprietary content simply because you previously used it.

A complete inventory often reveals that the most valuable asset is continuity: clients know your name, can find your website, and can reach the same number. Preserve those connections where permitted while accurately updating the brokerage relationship.

Surface	Review before launch
Homepage and landing pages	Agent identity, brokerage identification, accurate affiliation
Contact and biography pages	Current contact details, service area, truthful credentials
Listing and IDX pages	Required provider and brokerage disclosures
Forms and follow-up messages	Correct recipients, consent language, working notifications
Downloaded materials	Updated branding and accurate dated claims
Social profiles and advertisements	Consistent names, approved assets, current links

This original checklist focuses on the complete customer journey. Updating only the homepage can leave old affiliation details in a brochure, automatic email, or paid-ad landing page.

Test the site on a phone and a desktop. Confirm that required identification remains visible and readable in the actual layout. A disclosure that exists in the source code but is hidden or difficult to find does not serve the visitor.

Keep a record of important existing URLs, especially pages linked from email campaigns, social profiles, printed materials, or other websites. If a URL must change, plan an appropriate redirect through your site provider. Avoid replacing useful content with a generic announcement that gives visitors no next step.

Review each page for accuracy before carrying it forward. Remove outdated brokerage claims, unsupported production figures, old program prices, and images you no longer have permission to use. Preserve valuable local explanations and original educational content when the rights and facts remain sound.

The IDX website customization guide helps separate the website itself from listing-data access. A domain can remain yours while an IDX agreement or software entitlement requires new setup. Coordinate these dependencies before changing the live site.

Prepare a compact review package: proposed team name, logo treatment, homepage screenshot, business card, yard sign, social profile, and sample advertisement. Include the states in which the materials will be used. Ask the broker or designated reviewer to identify changes in one consolidated response.

Use the official brand toolkit for current assets, then follow the review process applicable to the custom material. Save the approved version and date. If you later make a substantial change, determine whether another review is needed rather than assuming the prior approval covers every revision.

For a team move, coordinate this work with the transition responsibility matrix. Ordering hundreds of signs before resolving a naming issue is an avoidable expense. A short review cycle is easier to manage than a complete reprint.

Before publication, send a test inquiry through each form, click every contact link, check mobile navigation, and confirm that lead notifications reach the correct person. Review downloadable PDFs and automated messages as well as visible pages.

After launch, monitor the most important contact paths and correct old profile links. Keep a record of vendor changes, subscriptions cancelled, and remaining materials that need replacement. Give clients a simple explanation of the affiliation update when relevant, without implying that it changes an existing agreement automatically.

The database ownership and export guide covers a related issue. Your brand transition succeeds when people recognize you, understand the brokerage relationship, and can reliably reach the right person. Attractive design supports that result, but accurate identity and working systems make it usable.