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These forms should be used in addition to the Safeshow products.
(click on the appropriate form below and 'right click' to print)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 happens to you. This simple form may be the best preventative safety measure you and your office can take. We
have found that customers are very understanding regarding why we need this information and there has been little or no resistance to providing the identification. If a customer does object, 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. 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, the first week in October.
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. |
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