Key Takeaway: eXp Realty technology is not a bundle of tools agents are expected to figure out on their own. It is a cloud-based operating platform designed to replace physical offices, centralize compliance, and support multiple agent business models. Agents have meaningful choice where it matters, such as CRM selection, while shared infrastructure handles transactions, analytics, collaboration, and mobility at scale.
TL;DR About eXp Realty Technology
- eXp Realty technology is built as a cloud-based operating platform, not a collection of disconnected tools
- Agents choose from three supported CRMs: BoldTrail, Lofty, or Cloze
- IDX websites are conditional, available through BoldTrail or Lofty
- Transaction management, compliance, analytics, and referrals are centralized and cloud-based
- Mobile apps, virtual offices, and internal collaboration replace physical office infrastructure
- Technology supports multiple agent business models without forcing a single workflow
When agents talk about technology at eXp Realty, they usually focus on individual tools. A CRM. An app. A website. A virtual office.
That misses the bigger picture.
eXp did not build a collection of disconnected tools. It built a technology operating layer that replaces the patchwork systems most agents are forced to assemble on their own.
This page serves as the central overview of eXp Realty’s technology platform, showing how the systems connect, where agents have choice, and where the brokerage provides shared infrastructure. Each section below links to a dedicated deep-dive guide for that specific component.
Table of Contents
Technology at eXp Is an Operating Layer, Not a Tool Stack
Most brokerages treat technology as a collection of perks. Logins are handed out, vendors rotate, and agents are left to stitch everything together on their own. Over time, that creates fragmentation instead of leverage.
eXp Realty took a different approach. Rather than asking agents to assemble their own systems, eXp designed its technology to function as an operating layer that sits underneath the business. The goal is not to centralize everything into one place, but to make sure the pieces work together without creating duplication, data silos, or unnecessary friction.
Some tools at eXp are optional. Some are conditional. Others are shared by everyone. Understanding where choice exists and where infrastructure is provided is what allows agents to use the system effectively.
All of the technology described on this page is included as part of eXp Realty’s standard monthly fee, which is $85 per month. Rather than charging agents separately for core systems or layering on add-on fees, eXp bundles its brokerage technology into a single monthly cost that replaces the traditional expenses associated with physical offices and local infrastructure.
CRM Choice at eXp Realty: One Decision That Shapes the Workflow
CRM selection is one of the few places where agents make a foundational technology decision at eXp. Rather than forcing a single system, eXp supports three specific CRM options that are paid for by the brokerage.
Agents may choose between BoldTrail, Lofty, or Cloze, and eXp covers the cost of those systems as part of the monthly fee. There is no default and no required upgrade path. Each option is fully supported by the brokerage and reflects a different way of organizing contacts, follow-up, and automation.
Agents are not restricted to these options. Those who prefer to use a different CRM are free to do so. However, eXp only pays for the supported CRM systems listed above. Any additional or external CRM an agent chooses to use would be managed independently.
That CRM decision matters because it shapes how leads, communication, automation, and in some cases websites are handled within eXp’s broader technology structure.
Explore eXp CRM options in our full deep-dive guide.
Explore BoldTrail CRM in our full deep-dive guide.
IDX Websites for Agents: Included When the CRM Supports It
IDX websites are not a standalone brokerage benefit at eXp. They are available only to agents who choose a CRM that includes website functionality.
Agents who select BoldTrail or Lofty receive an IDX website as part of that CRM relationship. Agents who choose Cloze do not. This distinction matters because the website is not just a marketing asset, but an extension of the CRM itself. Lead capture, alerts, and automation are tied directly to the system managing the database.
Explore IDX websites at eXp in our full deep-dive guide.
Transaction Management and Compliance: Centralized
Once a deal goes under contract, eXp does not route agents through local office processes or disconnected compliance systems. Transaction management and compliance are handled through centralized systems designed to support agents across states and countries.
This approach standardizes documentation, routes files to the appropriate broker teams, and maintains state-specific requirements without relying on physical offices. The result is a consistent process that scales with the brokerage while reducing administrative friction for agents.
Explore eXp transaction management in our full deep-dive guide.
Analytics and Performance Tracking: Visibility Without Oversight
At eXp, production data and performance metrics are not buried in spreadsheets or reserved for management dashboards. Agents have access to analytics tools that surface trends, activity, and production in a way that supports self-management.
These systems are designed to help agents understand their business, not to monitor or control it. They integrate with selected CRM systems and support both individual agents and teams without imposing a required operating style.
Explore eXp analytics and performance tools in our full deep-dive guide.
AI and Workflow Automation: Optional Support, Not a Mandate
Some agents want automation woven into their daily workflow. Others prefer a lighter touch. At eXp, AI-driven workflow tools are positioned as optional support designed to reduce administrative drag, not replace how agents run their business.
These tools focus primarily on managing inbox volume, organizing tasks, and reducing communication overload. They are designed to integrate into an agent’s existing workflow rather than force a new operating model.
Availability and cost vary based on an agent’s production status. Certain AI tools are included at no additional cost for agents who have capped, while non-capping agents may receive access at a discounted rate rather than full retail pricing.
Explore AI and automation at eXp in our full deep-dive guide.
Referral Tools: Treated as a Business Channel
Referrals at eXp are not treated as informal side transactions. They are supported by systems designed to document agreements, track status, and reduce risk, especially across state and international boundaries.
This infrastructure supports agents who actively sell, those who focus primarily on referrals, and those who do both. The goal is to make referrals scalable and reliable rather than dependent on memory or manual follow-up.
Explore eXp referral tools in our full deep-dive guide.
eXp World: Virtual Office and Live Access
Instead of physical offices, eXp operates a persistent virtual environment where agents can access live support, attend training, and meet with brokers and staff.
eXp World functions as a shared access layer rather than a management structure. Agents use it when they need it, without giving up independence or control over their business.
Explore eXp World in our full deep-dive guide.
My eXp App: Mobile Access to the Ecosystem
The My eXp app provides mobile access to key parts of the brokerage, including production information, training, events, support resources, and internal tools.
It is designed for agents who run their business on the move and want centralized access without logging into multiple systems throughout the day.
Explore the My eXp app in our full deep-dive guide.
eXp Hub: Internal Communication and Collaboration
eXp Hub serves as the brokerage’s internal communication and collaboration environment. It provides a shared space for announcements, knowledge sharing, internal groups, and agent-to-agent interaction.
While the tools have evolved over time, the function remains the same: enabling connection and collaboration at scale without relying on physical offices.
Explore eXp Hub in our full deep-dive guide.
Slack at eXp: A Transitional Collaboration Layer
Some agents and groups currently use Slack for collaboration, training groups, and referrals. Slack is not positioned as long-term core infrastructure at eXp. It functions as a transitional layer while internal systems continue to evolve.
Participation is optional and situational, depending on the groups an agent chooses to engage with.
Explore Slack at eXp in our full deep-dive guide.
How This Technology Structure Supports Different Agent Paths
The same underlying technology supports new agents building structure, experienced producers refining workflow, team leaders scaling operations, and long-term builders focused on optional income streams.
Agents are not forced into a single operating model. At eXp, the technology adapts to how the agent chooses to run their business, rather than the other way around.
Why This Matters Before You Join eXp Realty
Most agents compare brokerages by splits and caps, not by how much time, money, and effort they will need to invest after joining to build systems, get support, or create leverage beyond transactions. Those costs often appear later in the form of software subscriptions, training programs, marketing assets, and trial and error.
At eXp Realty, agents join the brokerage directly and receive the same core platform, including compliance, compensation, and technology. What varies widely is the sponsor ecosystem an agent aligns with and how much real infrastructure exists beyond the brokerage itself.
Smart Agent Alliance operates as organized sponsor support inside eXp Realty for agents who want more capability without giving up independence. Access is included at no cost for agents who join through an SAA-aligned sponsor, and participation in all resources is optional. Agents aligned with Smart Agent Alliance also receive everything provided by the Wolf Pack, one of eXp Realty’s most established and successful sponsor organizations, without choosing between systems or paying additional fees.
In the context of technology and systems, this difference determines whether agents must assemble and manage their own tools or can rely on platforms that already work together. As a result, agents can avoid rebuilding tech stacks from scratch and can use integrated systems that are already supported, maintained, and designed for real estate workflows.
Smart Agent Alliance provides infrastructure for leadership access, collaboration, training, and optional agent attraction support, making it easier to grow inside eXp without rebuilding systems from scratch. Much of this value exists on the open market and can be purchased independently. Here, it is already in place.
With no cost to join, no obligation to participate, and full control retained, agents effectively have nothing to lose and meaningful support to gain, whether they are brand-new, experienced producers, or team leaders.
Full details are available on the Smart Agent Alliance eXp Realty sponsor page.
Frequently Asked Questions
What technology does eXp Realty provide to agents?
eXp Realty provides a cloud-based technology platform that includes CRM options, transaction management, compliance systems, analytics, mobile apps, virtual offices, referral tools, and internal collaboration platforms. Some tools are optional or conditional based on agent choices and production status.
Do all eXp Realty agents get the same CRM?
No. Agents choose from three supported CRMs that eXp pays for: BoldTrail, Lofty, or Cloze. Agents may use other CRMs if they prefer, but any non-supported system is managed and paid for independently.
Does eXp Realty provide IDX websites?
IDX websites are provided only to agents who choose BoldTrail or Lofty as their CRM. Agents who select Cloze do not receive an IDX website through eXp but may purchase and use their own independently.
Is eXp Realty technology required to be used a certain way?
No. eXp Realty’s technology platform supports multiple business models, including solo agents, teams, and referral-focused agents. There is no required workflow or mandated operating style.
How does eXp handle transaction management and compliance?
Transaction management and compliance are handled through centralized cloud systems rather than local offices, allowing eXp Realty to support agents across states and countries with consistent processes and broker oversight.
What is eXp World?
eXp World is eXp Realty’s virtual office environment where agents attend live training, access broker support, and collaborate with staff and peers without visiting a physical office.
