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Office Safety Action Plan for all Real Estate Offices!

Real Estate Agent with ADVANTAGE REAL ESTATE, serving Lincoln County 200509394

We live in an unpredictable world. Don't leave the office without it:


*****Office Safety Action Plan***** 

 Customize your own version of the Office Safety Action Plan with this worksheet. 






First-time meeting with clients

All agents must arrange to meet prospects and clients whom they have never met in the office rather than at properties, out of doors, or at home.



Client IDs

All first-time clients must provide a driver’s license, state ID or other official photo ID. The office will make and retain a copy of this ID for security purposes



Distress code system

All employees, including officer personnel, will be educated on a single “distress code” to be used by agents calling in if they feel threatened



Buddy system

Agents who are uncomfortable meeting with clients alone or hosting open houses alone can request a “buddy” agent or employee to go with them.



 *Sticky note on desk with addresses

 *Leave a sticky note on your desk with quick list of addresses of homes you are planning to show, appointment times included.





The above Office Safety Action Plan is distributed to all Lincoln County agents through our MLS.

Feel free to print a copy for your office if you do not already have a written policy in place.

*I added the last one about the sticky note, as I always have done this.

Please comment if you have anything I should add to this list. 



Posted by

Your Coastal Realtor in Oregon

Carla Muss-Jacobs, RETIRED
RETIRED / State License is Inactive - Portland, OR

A bit over the top for me.  I'd never implement this.  I doubt the buyers "ability" to qualify for a loan, more than I doubt the buyers "intentions."  Geez, with this type of attitude, people should be frisked before they enter the 7-11, god forbide they might be going to rob the place.  That happens too.  I live in a world where I TRUST people, but I don't put myself into stupid situations.

Oct 11, 2014 06:25 AM
Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

     I think that "the buddy system" will become the norm for a lot of the larger offices... especially for out of the way properties.

    The ID requirement and come into the office - good in theory, but a lot of people will say, "No" and call another Agent.

Oct 11, 2014 10:27 AM
Barbara Le Pine
ADVANTAGE REAL ESTATE, serving Lincoln County - Newport, OR
Your agent for the Central Oregon Coast!

Carla, Fred, I have not had anyone refuse my request for a license or to come in to the office when I tell them why I am asking. Also, having the license and client address in my office came in handy last week when writing an offer.

If someone wants to go to another agent because they do not want to show ID before entering a private residence, I am happy to send them on their way. They are likely not a real buyer if they do not want to be identified. As far as meeting someone at a property who I have never met, I will not go alone.


Thanks for your comments!

Oct 11, 2014 01:44 PM
Michael Jacobs
Pasadena, CA
Pasadena And Southern California 818.516.4393

Hi Barbara -- I think whatever you need to do in order to be and remain as safe as possible is fine as far as I am concerned.   I guess there will be always be  "pop up"  agents who will see a client they have never met at a vacant home without letting anyone else know.   I wonder why this still happens ---- not only for safety reasons but for professional reasons as well. 

Oct 11, 2014 03:28 PM
Barbara Le Pine
ADVANTAGE REAL ESTATE, serving Lincoln County - Newport, OR
Your agent for the Central Oregon Coast!

Michael, I agree about the "pop up" agent.

I do not think anything on this list is over the top, especially meeting clients you have never met at a house without telling anybody. The internet has made this type of meeting more common. If a buyer wants to be impatient enough to call another agent, it leaves my time free to work with reasonable people. I value my time as well as my life. Thanks for your comment!

Oct 12, 2014 03:06 AM