Safety Tips When Meeting New Clients

Safety Tips When Meeting New Clients

Before the Meeting
1. Pre-Screen Clients:
  • Ask for a copy of their ID before meeting in person (driver’s license or similar).
  • Have them complete a buyer or renter questionnaire.
2. Meet in Public First:
  • Suggest meeting at a coffee shop or another public place before showing properties.
3. Share Your Plans:
  • Tell a colleague, friend, or family member:
    • The client’s name
    • Meeting location and time
    • Expected duration
  • Use a “check-in buddy” system with coworkers.
4. Set Appointments During Daylight:
Whenever possible, schedule meetings during the day to minimize risk.
5. Research the Client Online:
Search their name on social media or Google for any red flags.

During the Meeting or Showing
6. Always Drive Separately:
Politely decline offers to ride together; meet at the property instead.
7. Control Access:
  • Let the client enter rooms first while you stay by the exit.
  • Keep yourself between the client and the door.
  • Keep your keys, phone, and car fob easily accessible.
8. Be Aware of Surroundings:
Take note of:
  • Exits
  • Locked doors
  • Neighbors nearby
9. Carry a Personal Safety Device:
Options include:
  • Pepper spray
  • Personal alarms
  • Smart jewelry with emergency alert buttons

After the Meeting
10. Follow Up With Your Safety Contact:
Let them know you're safe and finished.
11. Document the Visit:
Take quick notes about the client and your impressions, just in case.

Extra Tips
  • Trust Your Instincts: If something feels off, cancel or end the meeting.
  • Attend Open Houses in Pairs: Bring a coworker or team up with another agent.
  • Limit Personal Info: Don’t share your home address, schedule, or personal social media.

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