Know Who you are dealing with
WHEN YOU HAVE NEW CLIENTS...
Meet them in the office
Verify his/her identity
Get their car make and license number
Photocopy their driver's license
Complete the Client I.D. Form
Ask THE Prospect to Stop by your office
and complete some sort of personal identification form before going to a property. This should be openly obtained, preferably in the presence of an associate.
VERIFY THEIR IDENTITY
This may entail calling references, his/her place of employment and verifying his/her current address. Information should be retained at your office; knowing that a name and address are known may discourage an assailant.
Get their car make and license number
It's easy to do, and it will assist police in catching a criminal or finding you if you are abducted. If the car is stolen, your prospect will be reluctant to give you a license number.
INTRODUCE THE PROSPECT TO SOMEONE IN YOUR OFFICE
A would-be assailant does not like to be noticed or receive exposure knowing a person could pick him out of a police lineup.
PHOTOCOPY OR SCAN THEIR DRIVER'S LICENSE
Legitimate clients do not mind you copying their driver's license. We freely show our license to the clerk at the grocery store when we write a check and we show our I.D. to rent a movie. We can expect identification from our client before we show a home worth hundreds of thousands of dollars.
Please exercise caution in your daily business!
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