Use this safety expert’s advice before taking on that new client

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A woman in a yellow skirt suit holding an open house sign standing in the driveway of a home

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.

Categories: Business tips
Tags: safety tips


Comments

Pauline Leger on 04/30/2016

Alway call someone in their presence or answer a phone call and say where you are.

Trish Ricklefsen on 04/05/2016

Place a call to the person from a cell phone before the appointment to ‘confirm’ the appointment. They’ll realize that the call is traceable if anything happens. I know people in property management who confirm that drivers licenses can be forged so don’t get a false sense of security merely by looking at a driver’s license.  Checking the web is one of several methods but people who have ill intentions are likely using a fake identity and/or don’t leave much of a footprint.

Candy Cargill on 04/05/2016

Your 357 with you won’t hurt either.


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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.

While the Texas Association of REALTORS® has used reasonable efforts in collecting and preparing materials included here, due to the rapidly changing nature of the real estate marketplace and the law, and our reliance on information provided by outside sources, the Texas Association of REALTORS® makes no representation, warranty, or guarantee of the accuracy or reliability of any information provided here or elsewhere on texasrealestate.com. Any legal or other information found here, on texasrealestate.com, or at other sites to which we link, should be verified before it is relied upon.

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