These forms were developed by the Washington Real Estate Safety Council
for the purpose of positively identifying people agents are doing business
with, providing emergency information to everyone in the office, and
to help keep track of agents in the field. They are provided in Word
format and can be customized with your logo or company information.
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 (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 happens to
you. This simple form may be the best preventative safety measure your
office can take. If a client objects to completing the form, that in
itself should raise a red flag.
Agent Identification Form
If there was an accident or an agent did not check in when they were
scheduled to, you or the police would need this information quickly.
It is recommended to place the Agent Identification Forms collectively
in a separate folder that anyone can access. The information should
be updated at least once a year.
Agent Itinerary Form
This 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 people will appreciate having this information if they
need to contact an agent.
The National Association of REALTORS Field Guide
to REALTOR Safety contains a wealth of material on agent safety,
including additional forms, procedures and safety tips. Access the field
guide by visiting REALTOR.org
and searching "Safety Field Guide."
your agents safe on the job! By being aware of basic safety
guidelines, agents can improve their chances of not becoming a victim
and keep their daily business activities fun, profitable and safe. To
help agents establish and maintain safety in their everyday routine,
Louisiana REALTORS has assembled this resource of safety information
geared toward the real estate professional, including LR's REALTOR Safety
Guide, simple safety tips, and office forms and procedures.
REALTORS Safety Guide
The Louisiana REALTORS Safety Guide provides valuable tips, information
and suggestions for enhanced REALTOR safety while performing daily tasks.
REALTOR Safety Guide
Ask prospects to stop by your office and complete the
personal identification form before going to a property. This should
be openly obtained, preferably in the presence of an associate. Information
should be retained at office; knowing that a name and address are known
may discourage an assailant.
the prospect to someone in your office. A would-be assailant
does not like to be noticed or receive exposure knowing a person could
pick them out of a lineup.
an emergency code word. If you sense you are in a dangerous
situation - call an associate or the office with a preassigned emergency
code word i.e. "We are on MAYDAY street" or "Look in
the RED FILE." Whoever receives the emergency code word should
send help immediately and remove the agent from the situation.
your own car to show a property. The prospect could have a
weapon concealed or even another person hidden within their car.
not try to talk your way out of a situation. If you are attacked,
scream. It has been found that by screaming "FIRE" people
sometimes respond more quickly than a plea for "HELP."
your office. Keep your windows and counters clear. Robbers
and attackers like to work in private and police like to see in. Keep
a radio or TV playing fairly loudly in the back room when you’re
alone in the office. Secure all unused doors and windows, especially
if they are in the rear of the office and out of sight and sound.
the Police when:
• Any time your are suspicious about a prospect.
• You feel uncomfortable about showing a house to a prospect.
• You feel suspicious about a person after you have shown a house.
• You have been assaulted in any way, i.e., robbed, raped, mugged.
• Upon entering a house for the first time, check all rooms and
determine several “escape” routes.
• Make sure all deadbolt locks are unlocked to facilitate a faster
• Make sure if you were to escape by back door, that you could
escape from the backyard. Frequently, high fences surround yards that
contain swimming pools or hot tubs.
• Place one of your business cards, with the date and time on
the back, in a kitchen cupboard. • Note on it if you were the
first to arrive or if clients were waiting.
• When prospects begin to arrive, jot down their car description,
license number and physical description.
• When showing the house, always walk behind the prospect. Direct
them, don’t lead them. Say, for example, "the kitchen is
on your left," and gesture for them to go ahead of you. Watch what
the prospects are doing at all times. Do not become preoccupied with
viewing the home.
• Notify someone in your office, your answering service, a friend
or a relative that you will be calling in every hour on the hour. And
if you don’t call, they are to notify the police immediately.
• Inform a neighbor that you will be showing the house and ask
if he would keep an ear open for any thing out of the ordinary.
• Have someone from your office, a relative or friend stay with