SOAR · Success Oriented Agent Roadmap · 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
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.
What This Actually Is
When you join a real estate company, a pile of things have to happen — logins, a licence transfer, a database, your first clients — and normally nobody tells you the order. People lose weeks guessing.
SOAR is that order, written down. It is one web page, made for you, with a checklist on it. You do the things, you tick them off, and one real person — your sponsor — gets told when you finish each stretch so they know when to call.
- Five phases, from before your first day out to a year in.
- Only the phase you are in matters today. The rest can wait.
- Every bit of jargon has an next to it — tap it for plain English.
- No password. Your sponsor texts you a link and that link is yours.
Said yes → active
Pre-Board
Before SOAR
Done when
- Active at eXp and Okta works
- Sponsor call #1 done
- Tuesday and Wednesday are on your calendar
9 tasks · new agent track · 10 · transfer track
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
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)
19 tasks · new agent track · 20 · transfer track
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
10 tasks · new agent track · 8 · transfer track
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
8 tasks · new agent track · 8 · transfer track
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.
Phase 1
Phase 2
Phase 2
Phase 2
Phase 2
How it works
One Page. A Real Person. Nothing to Log Into.
- 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.
- 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.
- 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.
- 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.
Three Things to Read First. They’re Short.
The Application — With Your Sponsor
Everything eXp will ask for, the five steps after you submit, and the one field that’s permanent.
Day 1Am I Active Yet?
The six-step check, what Okta is, and which emails to expect in your first two weeks.
Rep 1Your 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 Tuesday REveal is his room.
Director of AI Strategy & Technology
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.
Have your link?
It Came From Your Sponsor, by Text or Email, the Day You Started.
Search your inbox for SOAR. The link starts with theagentconnection.com/soar/r/ and only works for you. Don’t have one yet? Ask your sponsor — it takes them one minute. Not sure who your sponsor is? Reach out and we’ll connect you.
The Big REveal — Every Tuesday at Noon
Every Tuesday at noon — live in Charleston, or virtually from anywhere. It’s in Phase 0 and every phase after: come, and by week four bring one agent with you.
Pick a dateeXp 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.
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.