5.1 Client & Customer Appointments #
Ask buyers to meet you at the office or a public place for first time appointments, preferably not at the property. If the buyer only wishes to meet you at the property, make sure you get to know the customer or client before being alone with them.
Whether you meet at the office or in front of the property, verify buyers’ identity (name, phone number, and car license plate number) the first time you meet the buyer. Make a photocopy or take a picture of the buyers’ driver’s license. Ensure buyers see the copy or photo emailed or handed to another person from our office rather than just placed in a folder or left on your cell phone/camera. If buyers refuse to identify themselves, associates are to explain that their office policy requires it. If the refusal persists, associates must refuse to work with that person.
If customers or clients arrive at the office or an open house, introduce them to others there, so if necessary, colleagues can tell the Broker, the police, or others what the people look like.
Always carry your cell phone with you and make sure it is fully charged and has reception. Program 911 into the speed dial and don’t hesitate to call for help.
Enter your itinerary into an online calendar and share it with your Manager. Associates can also enter their appointments into their communication log and email it to a trusted person before going on any showing or listing appointments. The communication log should include: where you’re going, with whom you’re going, the times of your showings or listing appointments, and when you’re expected back. Don’t carry a lot of cash or wear expensive watches or jewelry when showing property or going to a listing appointment.
Exceptions to the rule: In some cases it’s not practical for buyers to meet first at the office. If buyers call and say they’re at the property or want you to meet them there, have a buddy go along with you.
5.2 Associate ID Forms #
The Company will keep on file in the office vital information on all Associates for emergency and other situations. This form includes Associate name, address, emergency contact, information on the car you drive, and a list of primary physicians and special medications (when applicable).