conducting open houses and developing a safety plan - re36r05
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CONDUCTING OPEN HOUSES & DEVELOPING A SAFETY PLAN
Jody OBrien, GRI, CBR
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Conducting an Open House Agency RelationshipTraditional Agency
Listing Agent Another Company Agent
Designated Listing Agent Another Company Agent
Facilitation Disclosure and Consent to Seller
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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
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Seller and Agent Guidelines
Time FrameMajority RulesNew and Different
Identification Sign In Procedures Information IdentificationDo Not Call
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Seller and Agent Guidelines
Preparing an OfferAgency Relationship to SellerAgency Relationship to BuyerAt the house or back at the office
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Preparing Property
Staging Inclusions and Exclusions Dangers Security
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Responsibility and Liability
Crowd ControlHow many agentsShowing OrderUnlicensed Person
New ConstructionRisksVisual PerspectivePlans, Photos and Drawings
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Responsibility and Liability
AccessSidewalksDrivewaysEntrance InteriorPatios and DecksBack YardOut Buildings
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Responsibility and Liability
Securing PropertyLocks and KeysLock BoxesAlarmsFireplace and CandlesAppliances
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Safety at Open Houses
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Safety at Open Houses
Take a minute for safety.Be aware. Be alert. Be ready.
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Safety at Open Houses
ArrivalBE OBSERVANTExit Strategy
Accompanying Potential BuyersAttics and Basements NEVER
Check Locks Follow don’t Lead
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Safety at Open Houses
Securing the property DepartingThe most DANGEROUS Time
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Safety Plans
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Safety Plan
Experience is that thing you get, just after the point at which you
need it!
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Safety Plan
Avoid unhealthy DENIAL!
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Safety Plan
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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
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Safety Plan
Phone CallsNEVER show a property based on a phone
call only. Bad Skill, Bad Risk AdvertisingVacantGlamour ShotsPersonal Information
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Safety Plans
Get everyone in the office involved!
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Safety Plan
Contact Information Distress Signal ICE Identification Buddy System
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Safety Plan
Don’t Wait Involve family and friendNeighborsPoliceMobile Call Back
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Above All...
Listen to your gut; it’s very accurate. Keep people’s hands in sight. Don’t let your guard down too soon.
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Jody O’BrienThe RE/Education Company
Committed to Professionalism in Real Estate through Education
Blogwww.reeducator.wordpress.comPresentationwww.slideshare.net/ReEducationCompanySocial Mediawww.twitter.com/reeducatorwww.youtube.com/msreeducatorwww.facebook.com/reeducatorwww.linkedin.com/in/reeducator
Thank you for Attending
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(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
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(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.
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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: __________________________________________________________