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REALTOR® Safety Forms

 

The Washington Real Estate Safety Council adopted forms that are recommended for all real estate offices, regardless of size. The forms were developed by agents for agents and law enforcement officials were consulted.  The purpose of these forms is:

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.

 

Three office forms are available below in pdf format from NAR.  Feel free to download and customize the forms for your own use.  Add your own logo and office information.  The forms are also available in Word Document format as well as other free forms and tools from On-line Safety Resources.

Make their use a part of your business activities.

 

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.

REALTORS 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.

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* Customer Identification Form *

 

 

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.

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* Agent ID Form *

 

 

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.

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* Agent Itinerary Form *

 

 

Be Safe.......Make it a Habit

 

More forms and information are available from:

On-line Safety Resources

Forms, tips, tools and information

 

REALTOR® Safety Tips

Staying Safe and avoiding Danger

 

Tips for Brokers

Keeping your agents safe

 

 

 

 

REALTOR® is a federally registered collective membership mark which identifies a real estate professional who is a Member of the NATIONAL ASSOCIATION OF REALTORS® and subscribes to its strict Code of Ethics.

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 Tri-County Board of REALTORS®, Inc.
 
247 Washington Street * Stoughton * MA * 02072

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