Real Estate Safety Council
Real Estate Safety Forms

The following office forms were developed by members of the Real Estate Safety Council.  The forms were designed by agents for agents.  Law enforcement officials were also consulted in the development of the forms.  The purpose of these forms is as follows:

  1. To deter assaults by positively identifying the people we are working with.
  2. To have emergency information for everyone in the real estate office.
  3. If a crime occurs - to know where the agent was going so the police can help.
  4. Every client wanting to meet with an agent should expect to be asked for ID.
We hope that every real estate office in the nation will adopt these safety procedures for the sake of their agents.  Feel free to add your logo to the forms and make as many copies as needed.

Personal Identification Form

Know who you are doing business with!  Offices across the nation are now asking for photo ID 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.

Download in Word format
Download in .pdf format

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.

Download in Word format
Download in .pdf format

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 it to contact an agent.

Download in Word format
Download in .pdf format

Sponsors & Advertisers

Interact CE

Social Share