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Real Estate Best Practices

Mar 25, 2025

Trusted Training LLC Real Estate Situational Awareness Course: Best Practices

1. Introduction: The Importance of Prioritizing Security

  • Complacency Puts You at Risk:

    • Neglecting security can lead to personal safety threats, professional setbacks, and legal complications.

    • Failing to follow safety protocols opens doors to risks like fraud, assault, or loss of reputation.

2. Client Interaction and Security Protocols

  • Initial Phone Call:

    • Start by asking how the client found you. This can help gauge their trustworthiness and intentions.

  • Mandatory Documents:

    • Working With Real Estate Agent Disclosure and Buyer's Agency Agreement must be signed before discussing personal information or showing properties.

    • These agreements are legally required, ensuring transparency and professional protection.

  • Driver’s License and Background Check:

    • Request a copy of the client’s driver’s license to verify their identity.

    • Use the Forewarn app for background checks to confirm legitimacy before engaging further.

    • Key Point: Always conduct background checks for clients you don’t know personally to avoid potential threats.

  • Pre-Approval and Proof of Funds:

    • Loan Pre-Approval: Ensure the client is pre-approved for a loan. If not, direct them to a loan officer.

    • Cash Buyers: Request proof of funds after the required disclosures are signed.

    • Complacency Consequences: Failing to verify financial information can waste time and resources or lead to legal disputes.

3. Personal Safety Measures

  • Unique Considerations for Women in Real Estate:

    • Women may face additional safety risks, though men can also be targeted.

    • Always remain aware of your surroundings to reduce vulnerability.

  • Safety Tools:

    • Carry pepper spray and a Birdie alarm (ear-piercing alarm) for self-defense.

    • Always have your phone accessible to call for help if needed.

    • If legally allowed, carry a handgun for personal protection.

  • Complacency Risk: Failing to carry or use safety tools when needed can put you at a higher risk of personal harm.

4. Home Showings and Safety Protocols

  • Parking Strategy:

    • Park on the street or in a location that allows for easy exit. Avoid parking in spots where another vehicle could block you in.

  • Inspect the Home Before Client Arrival:

    • Familiarize yourself with the home’s layout, including exits and safe escape routes. This is critical in case of an emergency.

    • If the home is occupied, this may not be possible, but always be aware of your surroundings.

  • Client Supervision During the Tour:

    • Always keep the client in front of you during the home tour to maintain control of the situation.

    • Keep your back toward the fastest and safest exit if an emergency arises.

    • Never let clients wander unsupervised. Always maintain visual contact with all parties at all times.

  • Complacency Risks:

    • Allowing clients to wander off or not maintaining awareness of escape routes puts both you and the clients at risk.

5. The Dangers of Complacency in Personal Protection

  • False Sense of Security:

    • Becoming complacent by not following safety protocols or skipping background checks can lead to a dangerous situation.

    • When agents stop being vigilant, it can result in not noticing red flags or failing to recognize potential threats.

  • Vulnerability in Unfamiliar Situations:

    • Real estate agents are frequently in new environments with clients they don’t know. Complacency about personal safety puts agents at greater risk of harm, including assault or theft.

  • Professional Repercussions:

    • Complacency in safety can also impact your professional reputation. Clients may lose trust if they see you’re not taking proper precautions, and it could lead to legal ramifications if something goes wrong.

6. Best Practices for Ensuring Personal Safety

  • Document All Interactions:

    • Always send required documents for review and signature before discussing personal details with a client.

    • Verify the client’s identity and conduct background checks with the Forewarn app.

  • Prepare for the Unexpected:

    • Carry self-defense tools such as pepper spray, a Birdie alarm, and have your phone ready.

    • Be familiar with the property layout, and always choose parking that allows for easy exit.

  • Stay Alert During Home Tours:

    • Keep clients in front of you and stay aware of all exits and escape routes.

    • Never allow clients to wander unsupervised; always monitor everyone during a tour.

  • Never Skip Security Steps:

    • Don’t compromise on background checks or document signing, even if the client seems trustworthy. These steps are critical to ensuring your safety.

7. Conclusion: Make Security Your Highest Priority

  • Security is Essential for Long-Term Success:

    • Prioritize personal protection to reduce risk and ensure both personal and professional success.

    • Complacency is the biggest threat—stay vigilant, follow protocols, and always be prepared.

  • Consistency is Key:

    • Always apply safety measures and protocols consistently with every client, no matter how familiar they seem.

Summary of Best Practices

  • Always Verify Clients: Conduct background checks and request necessary documents.

  • Prioritize Personal Safety: Carry self-defense tools, be aware of your surroundings, and have an escape plan.

  • Supervise Clients: Ensure clients stay together and under your supervision during home tours.

  • Don’t Skip Security Steps: Be vigilant and consistent with safety protocols to protect yourself and your career.