A personal safety guide for estate agents

Whether evaluating homes, hosting show houses or meeting with potential clients, the nature of their job exposes real estate agents to diverse environments and, unfortunately, potential risks.

“Agents generally work alone away from the secure confines of an office, regularly schedule appointments with people they have never met and, through advertising show house dates, they broadcast their whereabouts to the world at large,” says Yael Geffen, CEO of Lew Geffen Sotheby’s International Realty.

“Most crimes against estate agents are crimes of opportunity, so it’s imperative we take steps to reduce their vulnerability and to empower them to better defend themselves should they find themselves in a tight situation.”

She says the most recent incident in which a Nelson Mandela Bay estate agent was held hostage has once again highlighted the need for property professionals to not only take extra care but also implement additional precautions to ensure their personal safety.

1. Preparation is key

Before venturing out for appointments, conduct thorough research on the properties and areas you’ll be visiting. Stay informed about the neighbourhood’s safety reputation, recent incidents and any potential risks. Knowledge is your first line of defence. And don’t wear visibly expensive jewellery, as it will attract attention.

2. Buddy system

Whenever possible, adopt a buddy system and have a colleague accompany you to appointments, especially when meeting with unfamiliar clients or entering vacant properties. This not only enhances personal safety but also provides an additional layer of professionalism.

3. Inform someone

Always let someone know your whereabouts and schedule. Share details of your appointments with a trusted friend, family member or colleague. In case of emergencies, this information becomes crucial for swift assistance.

4. Establish office protocols

Work with your real estate agency to establish safety protocols. Implement check-in procedures, where agents inform the office or a designated colleague before and after appointments. Having a structured system in place adds an extra layer of accountability.

5. Use technology wisely

Leverage technology to enhance your safety. Utilise smartphone apps that allow you to share your location with designated contacts in real time, keep your phone fully charged, and consider installing free security apps like Namola which has launched a panic button that you can have on you at all times.

6. Client screening

Implement a rigorous client screening process and never neglect to carry out the screening, no matter how busy you are. Before meeting with potential clients, gather essential information such as their full names, contact details and a form of identification, and verify this information before scheduling appointments to ensure legitimacy.

7. Visible identification

If possible, make it a habit to wear visible identification such as a badge or lanyard with your agency’s logo and your name. This not only enhances professionalism but also signals to clients and onlookers that you are a legitimate representative.

8. Trust your instincts

If something feels off or makes you uncomfortable, prioritise your safety. It’s always better to reschedule or decline an appointment than to compromise your well-being and safety.

9. Safety training

Invest in your safety and enrol in courses that teach self-defence techniques, situational awareness and conflict resolution. Equipping yourself with the skills to handle various scenarios enhances your confidence and preparedness.

10. Emergency preparedness

Familiarise yourself with emergency exits and procedures in the properties you visit. Carry a personal safety alarm or whistle that can be used to attract attention in case of danger. Additionally, have a plan for contacting emergency services promptly.

11. Secure meeting spaces

Choose secure meeting spaces whenever possible. Opt for public locations like coffee shops or agency offices for initial client meetings. Avoid secluded or unfamiliar areas that may pose a higher risk. Your clients will understand your reasoning.

12. Showhouse savvy

Team up with armed guard services for showhouses and consult with on-site security when showing homes in estates.

13. Vehicle safety

Ensure your car is well-maintained, with a full tank of fuel and emergency supplies. Always park in well-lit areas and be mindful of your surroundings when approaching or leaving your vehicle. Also take note when driving through electronic gates that you aren’t being followed onto the property.

14. Self-defence tools

While the hope is never to use them, consider carrying self-defence tools such as pepper spray or a personal alarm. Familiarise yourself with the legalities surrounding their use and adhere to regulations.

15. Networking for safety

Network with fellow real estate professionals to share safety tips and experiences. Establish a supportive community where agents can exchange information about potentially risky situations or individuals.

Geffen concludes: “The goal is not only to ensure personal safety but also to create an environment where agents can flourish, secure in the knowledge that their well-being is a priority. Stay informed, stay vigilant and safeguard your success in every interaction.”