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Be alert. Be aware. Be smart.

Safety Top of Mind

There are many common sense practices that can go a long way, particularly when meeting a new client for the first time. For example:

  • Make sure your brokerage has a safety plan in place and all agents are educated about its contents
  • When meeting a new client for the first time, meet at the office or in a pubic setting
  • Ask for ID and/or ask the client to complete an information sheet with basic identification information such as name, address, license number
  • Introduce new clients to someone else in the office
  • Drive to showings in separate cars
  • Tell someone the address of where you will be and when you should be expected back

These measures and many others are outlined by the National Association of REALTORS® (NAR). The resources include specific tips for open house safety and suggested conversations to have with clients. Click here to access.

More Resources:

From Industry Insider, 10/10/2014: Rental Fraud Cases and Safety Concerns Persist

56 Safety Tips for REALTORS®

Tip #2 Checking-in
When you have a new client, ask him/her to stop by your office and complete a Prospect Identification Form (Find a copy online Also, photocopy their driver’s license and retain this information at your office. Be certain to properly discard this personal information when you no longer need it.

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