Office Procedures To Keep Agents Safe

The Real Estate Safety Council adopted three office forms that are recommended for all real estate offices, regardless of size. The forms were developed by agents for agents. Law enforcement officials were also consulted in the development of the forms. The purpose of these forms is as follows:

1. To deter assaults by positively identifying the people we are working with.
2. To have emergency information for everyone in the real estate office.
3. If a crime occurs - to know where the agent was going so the police can help.
4. Every client wanting to meet with an agent should expect to be asked for identification.

Customer Personal Identification Form
Know who you are doing business with! Offices across the nation are now asking for photo identification and information from clients before going to view property. The form is quick and easy to fill out and asks for name, address, employer and automobile information. Not only does this procedure identify the person you are working with, it helps qualify a prospect and aids police if something does happen to you. This simple form may be the best preventative safety measure you and your office can take.

We have found that customers are very understanding of why we need this information. There has been little or no resistance to providing the identification. If a customer does object, that in itself, should raise a red flag.

Agent Identification Form
If there was an accident or an agent did not check in when he/she was scheduled to, you or the police would need this information quickly. We recommend placing the Agent Identification Forms collectively in a separate folder that anyone can access. The information must be updated at least once a year. You may want to schedule an annual review of the information during Real Estate Safety Week.

Agent Itinerary Form
This simple form helps you find an agent when there is a problem at home and gives you a place to look when an agent is missing. Many agents print out an additional “show list” and attach the form to it. Your front office staff will appreciate having this information if they need to contact an agent.