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What To Do Before Meeting a New Client - Realtor Safety

By
Real Estate Broker/Owner with Veritas Prime, LLC dba Veritas Prime Real Estate CT, NY, FL

What To Do Before Meeting a New Client - Realtor Safety 

 

 

 

“Sorry About That, He Said, as He pointed the Gun at My Head” - was a quote from this morning’s news. A listing agent in St Petersburg, Florida responded to an innocuous-sounding phone call last week, from a man asking her to show a home. She agreed to meet this “client” at the property and nearly got robbed at gunpoint (the man got interrupted). Could’ve been worse. 

 

This was the perpetrator’s second attempt that day. The first time, he established contact the same way, met a different realtor, alone, then put her in handcuffs, put on his gloves... and called the agent’s husband, demanding $50,000. The husband refused; the realtor panicked; luckily the man got spooked by someone and left; the agent was shaken, but unharmed... this time.

 

Realtor safety is an ever present subjectNearly every realtor most likely has fallen for this technique, that is, showing up at a property alone, to show it to a completely unknown individual. Most of the time, it’s okay and we justify it by believing that we are serving two clients’ needs - the seller’s and the potential buyer’s. Or perhaps the realtors are simply lured by the prospect of being on both sides of a transaction and the caller sounded oh, so “normal” or even "nice and polite".  But are we being fair to ourselves?

 

 

Several basic, sensible steps, outlined below, are generally recommended by safety professionals, to be implemented either as part of an office safety action plan, or simply as one’s modus operandi:

 

FIRST TIME MEETING WITH POTENTIAL CLIENTS

It is advisable that all agents arrange to meet all new prospects and customers in the OFFICE, rather than agreeing to meet them at properties, out of doors, or at home.

 

CLIENT ID’S 

All first-time clients should provide some sort of official photo ID, such as a driver’s license or state-issued ID. The office or the agent should retain a copy of this ID for any possible security purposes.

 

DISTRESS CODE SYSTEM

Each office should establish a coded distress message to be used by agents calling in if they feel threatened in any way. All persons in the office, including any assistants or administrative personnel, should be alerted to this distress code message, should be able to recognize it readily and know what to do if they receive one.

 

BUDDY SYSTEM

One of the best ways to protect oneself or to feel safer, is to invite another agent or office colleague to come along for a meeting with first clients or when hosting an open house. 

 

 

SAFETY FIRST is not a bad philosophy to follow, in all situations. Don't wait until you have a gun pointed at your head.

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For Quality Solutions and Intellegent Answers to Your

Real Estate Needs or for Referrals, Consult With Olga

 

   

OLGA SIMONCELLI

Consultant

Real Estate Risk Management

203-482-2009 Cell

consultwitholga@gmail.com 

Visit My Website: www.thegoodrealestateagent.com

Your Local or Global Real Estate Consultant and “green broker. 

Candlewood Lake Real Estate

 

 

 

 

Michele Connors
The Overton Group, LLC Pitt & Carteret County - Greenville, NC
Your Eastern North Carolina Realtor

So true, no matter how much we are reminded, and know better....those simple slips can be deady. 

Jun 09, 2015 07:45 AM
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

Michele Connors - one always thinks optimistically - "oh, he sounded so nice" and we never think this will happen to US.

Jun 09, 2015 07:50 AM
Debbie Laity
Cedaredge Land Company - Cedaredge, CO
Your Real Estate Resource for Delta County, CO

I didn't hear about this latest attack. How sad, but I'm glad both victims are OK. You offer some great and sensible advice we all need to follow. 

Jun 09, 2015 09:48 AM
Conrad Allen
Re/Max Professional Associates - Webster, MA
Webster, Ma, Realtor

Hi Olga.  Vigilance has to be practiced every minute of the day.

Jun 09, 2015 08:49 PM
Brian England
Ambrose Realty Management LLC - Gilbert, AZ
MBA, GRI, REALTOR® Real Estate in East Valley AZ

Wow, there is crazy stuff in the world indeed and it is always best to be safe, rather than sorry.

Jun 09, 2015 11:54 PM
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

Debbie Laity - yes, everyone is okay this time, so happy ending and a warning to others.

Conrad Allen - doesn't hurt to be vigilant, as long as we don't get too paranoid.

Brian England - yep, one never knows, so best to be cautious.

Jun 10, 2015 02:18 AM
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Great tips, Olga.  This guy was a particularly clever one as to making the Realtors feel at ease for the initial meeting.

Jun 10, 2015 08:54 PM
Joe Petrowsky
Mortgage Consultant, Right Trac Financial Group, Inc. NMLS # 2709 - Manchester, CT
Your Mortgage Consultant for Life

Good morning Olga. You just have to be aware and not take foolish chances, if you are slightest bit unsure, make sure someone is with you.

Some very good suggestions.

Make it a great week!

Jun 14, 2015 07:41 PM
Roy Kelley
Retired - Gaithersburg, MD

This is a very important topic. Personal safety should always be a priority consideration.

Jun 20, 2015 04:23 AM
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

Even taking a photo of the license plate can be a subtle way to say don't mess with me. We all need to use more sense and be careful.

Jun 30, 2015 04:45 AM
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

Gabe - criminals can be clever and charming, indeed!

Joe- we do get complacent and are too ready to be trusting.

Roy - important topic that we like to ignore because "it will never happen to us", right?

Debbie - if you can get a license plate phote, that would be great, but risky.

Jun 30, 2015 09:45 AM