Use this safety expert’s advice before taking on that new client
04/05/2016 | Author: Editorial Staff
Your marketing worked! A prospect you’ve never met called and asked you to list his home. While you can be excited, one of your main priorities should be your safety. There are a few simple steps you can take to vet a prospect before agreeing to take him on as a client. Ty Williams, a Texas REALTORS® University safety instructor, has a few tips to try.
Search the Internet. “Check out prospects on social media—LinkedIn, Instagram, and so forth,” Williams says. “Look at what they post and get a better idea of who you’ll be meeting.”
Do your own background check. “When meeting with prospective sellers, check the tax records for the property to see if the names match,” says Williams. “You can also use publicdata.com to do a background check on someone’s legal name. Get a copy of an ID so you can get that legal name.”
Bring a friend. “Meet your prospect at your office and make sure to introduce that person to your colleagues,” Williams says. This will increase the number of people who could identify the prospect should something go wrong, and may help you see red flags in the prospect’s behavior that you wouldn’t have seen otherwise.
The material provided here is for informational purposes only and is not intended and should not be considered as legal advice for your particular matter. You should contact your attorney to obtain advice with respect to any particular issue or problem. Applicability of the legal principles discussed in this material may differ substantially in individual situations.
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