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How to add or remove TC/Assistant Access

How to Request Access

  • Fill out the form:
  • One form per person:
    • If you’re hiring multiple TCs/Assistants, a separate form must be completed for each.
Monthly Tech Fee:
  • ISA Assistant:  Designed for inside sales assistants who manage leads and calls. $15 USD/CAD. Includes access to OKTA, eXp, Email and CRM of Choice.
  • Marketing Assistant: For help with brand content and promotion. $20 USD/$30 CAD. Includes OKTA, eXp Email, Slack, eXp HUB, and Canva.
  • Transaction Assistant: Ideal for contract to close support. $30 USD/$40 CAD. Includes access to OKTA, eXp Email, Slack, eXp HUB, Canva, and Skyslope.
  • Business Assistant: For full service operations support. $40 USD/ $50 CAD. Includes access to OKTA, eXp Email, Slack, eXp HUB, Canva, Skyslope, and CRM of choice.
 

What Happens After You Submit the Form?

  • Within 24–48 business hours, you’ll receive a contract via email titled:
    "eXp Realty – US – Agent and Support Personnel Cloud Brokerage Access Agreement."
  • You and your TC/Assistant both need to sign this contract.
  • After signing, please allow 1 business days for access to be granted.
  • You’ll receive a confirmation email once everything is complete

Important Notes:

  • A new TC/Assistant won’t see past files unless you add them as a co-agent on those files in Skyslope.
  • Files created by the TC/Assistant are automatically visible to both of you.
  • You can add multiple co-agents to any file — this does not affect commission.

Removing a TC/Assistant

To remove access and stop billing:
  1. Complete the same form
  2. Select “Removing TC/Assistant Access”
  3. You’ll get a severance form via email.
  4. Once signed, access will be removed and billing stopped within 7–10 business days.

For Teams

  • Only the Team Lead or TC/Assistant needs to fill out the form.
  • The Team Lead must be active before submitting.
  • The Team Lead is listed as the “agent” and is billed the $30 tech fee (if applicable).
  • Same contract and 1 business day timeline applies.

Special Note for Domestic Teams:

  • Both members must be listed on the contract.
  • If not, a separate Skyslope account will be created and charged $30/month + $30 setup fee, even if licensed.

FAQs

For more information on the Assistant Access Program visit https://exptoolkit.com/assistantaccess/#page-0