This document discusses guidelines for conducting open houses and developing safety plans for real estate agents. It provides tips for open houses such as disclosing agency relationships, preparing the property, and crowd control. For safety plans, it emphasizes being aware of surroundings, having an exit strategy and contact information, using a buddy system, and listening to instincts. The goal is to provide information to help agents stay safe when meeting clients alone.

1. CONDUCTING OPEN HOUSES
&
DEVELOPING A SAFETY PLAN
Jody OBrien, GRI, CBR

2. CEU Outline

3. Conducting an Open House
 Agency Relationship
Traditional Agency
 Listing Agent
 Another Company Agent
Designated
 Listing Agent
 Another Company Agent
Facilitation
 Disclosure and Consent to Seller

4. Disclosure
 254 CMR 3.00 13 a (3) Nothing herein shall require
written notice to each prospective purchaser or seller
who comes to an open house showing of real property
provided, however, the broker or salesperson, by sign,
poster, distributed listing literature or property description
form conspicuously discloses any pre-existing agency
relationship. Where the listing literature or property
description form is distributed at an open house the
written disclosure of the agency relationship therein shall
be more conspicuous than any other written material.
 Exceptions

5. Seller and Agent Guidelines
 Time Frame
Majority Rules
New and Different
 Identification
 Sign In Procedures
Information
Identification
Do Not Call

6. Seller and Agent Guidelines
 Preparing an Offer
Agency Relationship to Seller
Agency Relationship to Buyer
At the house or back at the office

7. Preparing Property
 Staging
 Inclusions and Exclusions
 Dangers
 Security

8. Responsibility and Liability
 Crowd Control
How many agents
Showing Order
Unlicensed Person
 New Construction
Risks
Visual Perspective
Plans, Photos and Drawings

9. Responsibility and Liability
 Access
Sidewalks
Driveways
Entrance
Interior
Patios and Decks
Back Yard
Out Buildings

10. Responsibility and Liability
 Securing Property
Locks and Keys
Lock Boxes
Alarms
Fireplace and Candles
Appliances

11. Safety at Open Houses

12. Safety at Open Houses
Take a minute for safety.
Be aware.
Be alert.
Be ready.

13. Safety at Open Houses
 Arrival
BE OBSERVANT
Exit Strategy
 Accompanying Potential Buyers
Attics and Basements NEVER
 Check Locks
 Follow don’t Lead

14. Safety at Open Houses
 Securing the property
 Departing
The most DANGEROUS Time

15. Safety Plans

16. Safety Plan
Experience is that thing you get,
just after the point at which you
need it!

17. Safety Plan
Avoid unhealthy
DENIAL!

18. Safety Plan

19. Safety Plan
 Where are you?
 Listing Presentations
 Showings
 http://mobilecallback.com,
 Appearances really matter
 Jewelry
 Personal Items
 Can you RUN
 Cell Phone and keys in your hand ALWAYS

20. Safety Plan
 Phone Calls
NEVER show a property based on a phone
call only. Bad Skill, Bad Risk
 Advertising
Vacant
Glamour Shots
Personal Information

21. Safety Plans
Get everyone in the office
involved!

22. Safety Plan
 Contact Information
 Distress Signal
 ICE
 Identification
 Buddy System

26. Safety Plan
 Don’t Wait
Involve family and friend
Neighbors
Police
Mobile Call Back

28. Above All...
 Listen to your gut; it’s very accurate.
 Keep people’s hands in sight.
 Don’t let your guard down too soon.

29. Thank you for Attending
Jody O’Brien
The RE/Education Company
Committed to Professionalism in Real Estate through Education
Blog
www.reeducator.wordpress.com
Presentation
www.slideshare.net/ReEducationCompany
Social Media
www.twitter.com/reeducator
www.youtube.com/msreeducator
www.facebook.com/reeducator
www.linkedin.com/in/reeducator

31. (Your logo here)
CUSTOMER IDENTIFICATION FORM
This form is designed for your safety and security, along with that of property
owners and our agents. We appreciate your consideration and cooperation.
All security information is confidential and will not be sold or used for
solicitation purposes.
This information may be subject to verification. Form is to be kept in branch
office.
AGENT’S NAME: DATE:
YOUR NAME(S):
HOME ADDRESS:
HOME & BUSINESS #’S:
IF FROM OUT OF TOWN: LOCAL CONTACT PHONE:
LOCAL ADDRESS:
I (we) can be contacted at this location until
EMPLOYER: PHONE:
AUTO: MAKE & MODEL COLOR:
OWNER:
LICENSE #: STATE:
Photocopy Driver’s License(s) or
other Photo ID(s) in this space

32. (Your logo here)
AGENT IDENTIFICATION FORM
Updated: ________________
NAME: _____
HOME ADDRESS:
CONTACT NUMBERS: (Include area codes)
Cell : ________________ Home: ______
Pager: _______________ Home Office: ______
Other: ______
EMERGENCY CONTACTS: (Provide at least one)
NAME RELATIONSHIP PHONE(S)
AUTO: (List your most frequently used auto first.)
MAKE & MODEL:
COLOR: __________________________
OWNER: ______________
LICENSE #: ________________________ STATE:
2nd AUTO: MAKE & MODEL:
COLOR:
OWNER:
PRIMARY PHYSICIAN: _______________________________________
PHONE: __________
SPECIAL MEDICAL CONDITIONS/MEDICATION:
__________________________________________
Note: Keep a record of your major credit card information in a safe, accessible
place in case of an emergency, loss or theft of cards.

33. AGENT ITINERARY FORM
This form is designed for your safety and security. Please leave the
completed form with the receptionist, along with your showing itinerary
information.
AGENT: DATE:
CUSTOMER/CLIENT NAME(S): ________________________________________
 Personal Identification Form attached.
 Personal Identification Form already on file with
_______________________
ANTICIPATED TIME OF RETURN TO OFFICE: __________ AM __________ PM
MY CONTACT PHONE WHILE SHOWING PROPERTY:
_______________________
COMMENTS:
__________________________________________________________