CONDUCTING OPEN HOUSES & DEVELOPING A SAFETY PLAN

Jody OBrien, GRI, CBR

CEU Outline

Conducting an Open House Agency RelationshipTraditional Agency

Listing Agent Another Company Agent

Designated Listing Agent Another Company Agent

Facilitation Disclosure and Consent to Seller

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

Seller and Agent Guidelines

Time FrameMajority RulesNew and Different

Identification Sign In Procedures Information IdentificationDo Not Call

Seller and Agent Guidelines

Preparing an OfferAgency Relationship to SellerAgency Relationship to BuyerAt the house or back at the office

Preparing Property

Staging Inclusions and Exclusions Dangers Security

Responsibility and Liability

Crowd ControlHow many agentsShowing OrderUnlicensed Person

New ConstructionRisksVisual PerspectivePlans, Photos and Drawings

Responsibility and Liability

AccessSidewalksDrivewaysEntrance InteriorPatios and DecksBack YardOut Buildings

Responsibility and Liability

Securing PropertyLocks and KeysLock BoxesAlarmsFireplace and CandlesAppliances

Safety at Open Houses

Safety at Open Houses

Take a minute for safety.Be aware. Be alert. Be ready.

Safety at Open Houses

ArrivalBE OBSERVANTExit Strategy

Accompanying Potential BuyersAttics and Basements NEVER

Check Locks Follow don’t Lead

Safety at Open Houses

Securing the property DepartingThe most DANGEROUS Time

Safety Plans

Safety Plan

Experience is that thing you get, just after the point at which you

need it!

Safety Plan

Avoid unhealthy DENIAL!

Safety Plan

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

Safety Plan

Phone CallsNEVER show a property based on a phone

call only. Bad Skill, Bad Risk AdvertisingVacantGlamour ShotsPersonal Information

Safety Plans

Get everyone in the office involved!

Safety Plan

Contact Information Distress Signal ICE Identification Buddy System

Safety Plan

Don’t Wait Involve family and friendNeighborsPoliceMobile Call Back

Above All...

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

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

(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

(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.

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: __________________________________________________________