You meet lots of people in the real estate business and it is becoming more and more important that as a Realtor®, you need learn how to protect yourself and your clients. Be prepared for any and all types of situations; from open houses to the office, in the car, talking on the phone, security in advertising and more.

56 Tips for REALTORS®

Show properties before dark. If you are going to be working after hours, advise your associate or first-line supervisor of your schedule. If you must show a property after dark, turn on all lights as you go through, and don’t lower any shades or draw curtains or blinds.
When you have a new client, ask him/her to stop by your office and complete a Prospect Identification Form (Find a copy online at Also, photocopy their driver’s license and retain this information at your office. Be certain to properly discard this personal information when you no longer need it.
Limit the amount of personal information you share. Consider advertising without using your photograph, home phone number and/or home address in the newspaper or on business cards. Don’t use your full name with middle name or initial. Use your office address—or list no address at all. Giving out too much of the wrong information can make you a target.
Always let someone know where you are going and when you will be back; leave the name and phone number of the client you are meeting and schedule a time for your office to call you to check in.
Open house: it ain’t over till it’s over. Don’t assume that everyone has left the premises at the end of an open house. Check all of the rooms and the backyard prior to locking the doors. Be prepared to defend yourself, if necessary.
Tell your clients not to show their home by themselves. Alert them that not all agents, buyers and sellers are who they say they are. Predators come in all shapes and sizes. We tell our children not to talk to strangers. Tell your sellers not to talk to other agents or buyers, and to refer all inquiries to you.
Make sure that all your home’s doors to the outside are metal or solid, 1 ¾” hardwood, and have good, sturdy locks.
Contact the fraud department of any of the three consumer reporting companies— Equifax®, ExperianSM and Trans Union®—to place a fraud alert on your credit report. The fraud alert automatically lets credit card companies and other creditors know they must contact you before opening any new accounts or making any changes to your existing accounts.
Have a check-out employee board at your office, listing your name, destination, customer name, date and expected return time.
Always wear visible company identification such as a badge. It is also best to drive a vehicle clearly marked with your company name. These will be invaluable for identification if you need to get assistance.

Safety Video

This video suggests steps you can take to stay safe at home, in the office, on the road, and with clients.

For other videos about safety, please visit the National Associations Safety Video Archive.

Safety Apps

Depending on whether you have the standard or premium service, Guardly can send emergency alerts not only to your loved ones, but to 911, and even campus police, too. It also has an interface that lets you place an emergency call when your phone is locked, and to do it much more quickly than you’d be able to normally.

Get Guardly now!

Set up a network of your loved ones and they can follow you via GPS trace. Then, if you press the app’s alarm in an emergency, they’ll get an alert with your exact location. bSafe will record audio and video from your phone in case you want to present it to the police later.

Get bSafe now!

Life360 runs on your mobile device to allow you to view your family members on a map, communicate with them, and receive alerts when necessary.

Get Life360  now!

Moby is a live GPS tracking app, which enables you to allow a designated group of people to view your live location.

Get Moby now!


The following forms were developed by the Washington Association of REALTORS®. The forms were developed by agents with the assistance of law enforcement officials, with the goal of deterring assaults by identifying people agents are working with, and to have complete information available in case of an emergency.

Customer Information Form

Agent Identification Form

Agent Itinerary Form

Linked from IAR Website