Before the Meeting
1. Pre-Screen Clients:
2. Meet in Public First:
3. Share Your Plans:
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Tell a colleague, friend, or family member:
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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:
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Let the client enter rooms first while you stay by the exit.
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Keep yourself between the client and the door.
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Keep your keys, phone, and car fob easily accessible.
8. Be Aware of Surroundings:
Take note of:
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Exits
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Locked doors
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Neighbors nearby
9. Carry a Personal Safety Device:
Options include:
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
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Trust Your Instincts: If something feels off, cancel or end the meeting.
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Attend Open Houses in Pairs: Bring a coworker or team up with another agent.
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Limit Personal Info: Don’t share your home address, schedule, or personal social media.