The AGENT Connection

SOAR · Success Oriented Agent Resource · by The AGENT Connection™

eXp gets you onboarded.
SOAR gets you producing.

A clear path from the day you say yes to your first contract — one page, every task a button, and a real person who knows where you are.

  • No login — your link is yours
  • Every task is a button
  • Your sponsor knows where you are
I have my linkSponsors: start an agent
The path

Five phases. From “yes” to day 365.

Sean’s original SOAR was four weekly checklists. This is that program made into one road, with the before and the after that were missing: a pre-board so nothing goes quiet between your yes and your first day, and a real 90-day production rhythm after the setup is done.

Phase 0

Said yes → active

Pre-board

Before SOAR

Done when

  • Active at eXp and Okta works
  • Sponsor call #1 done
  • Friday and Wednesday are on your calendar

9 tasks · new agent track  ·  10 · transfer track

Phase 1

Days 1–7

Access & load

Log in everywhere. Load your first 100. Announce.

Done when

  • I can log in everywhere
  • My 100 are in the CRM with all four fields
  • I've announced

12 tasks · new agent track  ·  12 · transfer track

Phase 2

Days 8–28

First reps

Install the daily rhythm. Hold your first open house.

Done when

  • Open house #1 held
  • 50 conversations logged
  • A lender partner by name
  • FastCAP started (new agents)

18 tasks · new agent track  ·  19 · transfer track

Phase 3

Days 29–90

Production rhythm

Weekly numbers. Weekly reps. First contract.

Done when

  • First contract written — or the leading numbers are on pace
  • Scorecard sent 8 of 9 weeks

9 tasks · new agent track  ·  7 · transfer track

Phase 4

Days 91–365

Growth & the flywheel

Producing on your own rhythm — and positioned for more.

Done when

  • Producing on your own rhythm
  • Brought a guest to a REveal
  • Twelve months in

7 tasks · new agent track  ·  7 · transfer track

Two tracks

Same door, different road

New agent — Licensed less than a year, or fewer than three closings.
Transferring agent — Producing agent moving your business to eXp.

Both share Phase 0 and the access week. After that a transferring agent re-platforms a pipeline; a new agent builds one.

The first 90 days, in five numbers

The first five reps

Forty-odd tasks set you up. Five of them make you an agent. The roadmap marks these as reps, and your sponsor checks exactly these.

100
contacts in your CRM
Phase 1
50
real conversations
Phase 2
1
open house held
Phase 2
1
lender who knows your name
Phase 2
1
agent you bring to a REveal
Phase 2

How it works

One page. A real person. Nothing to log into.

  1. Your sponsor starts youThe day you say yes, you get a text or email with your personal roadmap link. It already knows your name, your sponsor, your start date, and your track. Save it to your phone’s home screen.
  2. Every task is a buttonOkta, SkySlope, your CRM, the association, FastCAP, the open house guide — each one lands you on the exact screen. Check things off; your phone remembers.
  3. Tap “Mark complete” — your sponsor gets the emailThat’s the accountability. No form to fill out, nobody to chase. Three sponsor calls are built in: before the application, day 7, day 30.
  4. From day 29, five numbers every FridayContacts added, conversations, appointments, open houses, contracts. One tap. Your sponsor replies with one line. That’s the whole rhythm.

eXp gets you onboarded. SOAR gets you producing.

Before day 1

Three things to read first. They’re short.

Phase 0

The application — with your sponsor

Everything eXp will ask for, the five steps after you submit, and the one field that’s permanent.

Day 1

Am I active yet?

The six-step check, what Okta is, and which emails to expect in your first two weeks.

Rep 1

Your Power 100

The first hundred contacts, four fields each, and where to find every one of them.

Who’s who

Who to call for what

Your sponsor

Your person. Strategy, accountability, anything about SOAR. Reply to any SOAR email and it reaches them.

Sean Jager

Broker/REALTOR®, leads The AGENT Connection. The Friday REveal is his room.

AI Technology & Innovation Director

The team's technology edge — tools, automation, and AI for your business. Direct access is part of being here; ask your sponsor for the introduction.

Your BIC and state broker team

Compliance, contracts, anything that needs a broker's signature.

Your eXp mentor (new agents)

Assigned by eXp for your first transactions if you're newly licensed.

eXp Agent Support

Logins, Okta, SkySlope, tech — seven days a week.

Your buddy

The last agent who finished SOAR. Ask them the dumb questions first.

eXp Agent Support

(833) 303-0610 · call or text · expertcare@exprealty.com

7 days a week, 5 AM – 8 PM Pacific. In a browser, open exp.world and use the GO TO menu at the top (a dot with an arrow on mobile) to reach Onboarding & Agent Support.

Quick links

SOAR was created by Sean Jager for The AGENT Connection™ and is maintained here as one source of truth. Linked eXp tools, training, and programs belong to eXp Realty and may change; the eXp pages are the authority. Program content last reviewed August 24, 2026. This is an independent, agent-operated site, not an official eXp Realty corporate website.