REALTOR® Safety Toolkit for Associations and Brokerages

Use the information and materials from this site to develop a strategy for your association or office, or incorporate them into your current programs.

Provide a REALTOR® Safety Presentation for Your Members Or Agents

NAR makes it easy for you to share the message of REALTOR® Safety with members. Simply download our comprehensive REALTOR® Safety training presentations, including guidelines for the presenter.

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Plan Your REALTOR® Safety Strategy

The training (see presentation section) is designed so that you can present all the information in a single session, or divide it into the following segments:

  • Safety at the office
  • Safety with clients
  • Safety at home

Some associations have found the following formats very effective for ongoing safety awareness efforts:

  • A three-hour training session* — Plan an organization-wide training session. Use all or a combination of the presentation materials located on the presentation page.
  • Three one-hour-long trainings* — Schedule three quarterly, shorter training sessions on different days, and cover each part separately. The presentation is broken out by section for you to easily present one topic at a time.
  • Independent study — All materials, including the video, can be accessed on these pages and used by individual REALTORS® throughout the year.
  • Add the banner art to your website and link to www.nar.realtor/Safety — You can adopt the video, presentation and other tools into a new REALTOR® orientation session or sales meeting. And consider adding a regular REALTOR® Safety column in your newsletter—it's easy with the monthly articles provided below. You can also post the weekly safety tips in your e-newsletter (also below).

*Session time will vary depending on the size of your audience and amount of audience interaction.

And to help you keep the focus on safety sharp, NAR will be sending regular updates directing you online for new materials and ideas.

Prepare the Presentation

Once you've decided which time frame you'll use for presentations, take these steps to get ready:

  1. Go to the presentation page to find all the materials you need for a comprehensive REALTOR® Safety training course.
  2. Select the training schedule that works best for your association or office, and adjust it to the amount of time you have allotted for the presentation.
  3. Choose the format for your training. You can incorporate the video with or without interactive quizzes, and/or the PowerPoint presentation.
  4. Use the REALTOR® Safety Presentation Guidelines to prepare for each presentation.
  5. Consider getting copies of the REALTOR® Safety Tips Card, or safety-specific publications from NAR. Visit the REALTOR® Store to purchase.

Safety Presenters

NAR provides a list of recommended REALTOR® Safety Presenters to further education members. See below for more information, including the referring organization and contact information.

Kimberly Allard-Moccia

www.kimc21.com
www.RETrainingRX.com
kallard@kimberlyallard.com

Recommended by Peggy Duffy-Shea of the Massachusetts Association of REALTORS®.

Donny Allen

Donny@DonnyAllen.com

Donny has a passion to serve and protect his Realtor family and others by educating and training them in the areas of safety and security for more than 20 years. He’s an approved NAR Safety Instructor at The Center for Specialized REALTOR® Education where he brings his skills from mixed martial arts, NRA Certified Pistol Instructor, NRA Certified Home Firearm Safety Instructor, USCCA Certified Concealed Carry Firearms Instructor and ALICE Training Institute Certified Instructor to add personal insight to the NAR Safety Course.

Highlights include Chairman of Missouri REALTORS® Leadership Development Output Group in 2014, MR Strategic Planning, MR Executive Committee, Chair of MR Grievance Forum 2016, MR Advocacy Committee 2016, MR Budget and Finance Committee, MR RPAC Trustee 2013-2016, 2017-2018, Golden R President’s Circle and the NAR RPAC Hall of Fame in 2017.

John Bieber

Bieber Enterprises
info@bieberenterprises.com

Recommended by Ashley Wheeler of the Orlando Regional REALTORS® Association.

Carl Carter, Jr.

carl@beverlycarterfoundation.org

Carl Carter, Jr., is a REALTOR® and the Founder of the Beverly Carter Foundation, a 501(c)(3) nonprofit dedicated to improving agent safety. His mom, REALTOR® Beverly Carter, lost her life at the hands of a couple posing as clients in 2014. Since his mother's passing, Carl has dedicated as much time as possible to spreading the message of safety. He serves as a Delegate to the National Safety Council, where he advocates for the safety of lone workers. He has a Master and Bachelor of Business Administration degrees from the University of AR in Little Rock, AR, and an Executive Masters in Public Service from the Clinton School of Public Service. Carl also serves as the 2020 Immediate Past Chair of NAR’s REALTOR® Safety Advisory Committee.

Carl presented the National Association of REALTORS®’ most highly attended webinar in June 2020, where he shared valuable safety tips learned since the tragic death of his mother. View the webinar here.

Tracey Hawkins

Safety & Security Source
safetyandsecuritysource@gmail.com

Since 2013, Tracey has authored several safety articles for NAR and hosted webinars.

Joshua Hill

Specializes in operational security, antiterrorism, physical security, specialized tactics, interrogation techniques, emergency management, and more.
www.sdst.co
904-226-8747

Recommended by Brenna Burkhalter of Keller Williams Holt & Associates, and Jason Wilson of Wilson Realty Group, Keller Williams Realty Partners.

Janet Judd

jjudd@janetsellsstl.com

Safety is near and dear to Janet’s heart and that is why she is here to raise awareness about it. She started her career in 1985 as a part-time real estate agent and full-time Police Officer. After 5 years with the department, she married a police officer and went into real estate full time. She has several designations from the National Association of REALTORS®, CIPS -only 4400 in the world, CRS, GRI, ABR, SRES, RENE. She also serves as President-Elect of Missouri REALTORS® and will be State President in 2021.

Janet currently serves on NAR’s 2020 REALTOR® Safety Advisory Committee.

Dave Legaz

legazteam@kw.com

After a successful career as one of New York’s Finest, Dave Legaz retired as an NYPD Police Sergeant in 2002 after responding to the 9/11 World Trade Center tragedy and losing his partner. As a Real Estate Instructor, he combines his years of law enforcement with real estate as he teaches Agent Safety classes across the country. He is the 2019 NYS Association of REALTORS® (NYSAR) Secretary/Treasurer and was the 2017 Long Island Board of REALTORS® President. He has been an NAR Director since 2013 and a NYSAR Director since 2012. Dave is also on the Board of Directors of the Beverly Carter Foundation, and serves as the 2020 Chair of NAR’s REALTOR® Safety Advisory Committee.

Dave presented a REALTOR® Safety Webinar for that National Association of REALTORS® in September 2019 about the importance of recognizing the difference between a prospect and a predator. View the webinar here.

Adrian Manzanares

adrian@bluepicketrealty.com

In 2015, Adrian hosted the spring NAR webinar and consulted on several safety projects. Adrian is a REALTOR® and a former law enforcement professional.

Pili Meyer

www.PiliTalks.com
pili@PiliTalks.com

Recommended by Steve Klaniecki of the Washington REALTORS® Association.

“She’s a good safety instructor.”

Paula Monthofer

Focus School of Real Estate (http://paulamonthofer.com)
pmonthofer@me.com

Recommended by Lee Cooley, Arizona Association of REALTORS®.

Linda O’Connor

LUX Realty North Shore
loc@luxrns.com

Recommended by Eric D. Berman of the Massachusetts Association of REALTORS®.

“She is a REALTOR® and teacher who is great and does a lot of teaching on open house safety.”

Michael Puente

Precision Tactical Solutions
precisiontacticalsolutions@gmail.com

Recommend by Sue Flucke of West USA Realty in Arizona.

“They were terrific; especially, the information on open houses.”

Robert Siciliano

IDTheftSecurity.com
robertsiciliano@gmail.com

Recommended by Eric D. Berman of the Massachusetts Association of REALTORS®.

“He’s a national expert on safety…he’s done sessions at our conference and other training classes.”

Tamara Suminski

Tamara Suminski presented the NAR Safety Webinar in September 2017. 

Preston Taylor

Grand Traverse Protection
pt@gtpersonalprotection.com

From 2013-2014, Preston hosted three NAR webinars and consulted on safety projects.

Andrea Tolbert

Recommended by Ashley Wheeler of the Orlando Regional REALTORS® Association.


Make a Year-Round Commitment to Safety

Use the wealth of promotional materials to encourage ongoing awareness of REALTOR® Safety.

Tools You Can Use Today

A variety of pre-designed safety forms that you can customize and use in your office:

Crisis Communication Checklist

A crisis at your Association can take several forms, such as a data breach, a situation involving a member, or a weather-related incident, to name a few. Whatever the crisis is, it can have a serious impact on your Association, which is why you should have a crisis communication plan in place that outlines specific framework for a variety of situations. To help you with your efforts, NAR has created a Crisis Communication Checklist for Associations (PDF: 507 KB). It can be used as the first step in creating a crisis communication plan or it can be seamlessly incorporated into an already existing plan.

Homeowner Safety & Security Toolkit

This toolkit (DOC: 74 KB) provides REALTOR® associations with the context, materials, and best practices to get the word out about homeowner safety and security, including home security tips for new homeowners, homeowner crime prevention tips as weather gets warmer, and homeowner crime prevention tips while on vacation.

Marketing Materials

NAR provides materials for Associations and Brokerage to promote REALTOR® Safety. Resources include flyers, posters, digital ads, web banners, and social media graphics. Download the resources here.

Personal Safety Products

There are a variety of tools REALTORS® can add to their personal safety plans, such as the smartphone apps and safety products. For informational purposes, NAR provides a list of resources here for members to explore and research on their own to determine what works best for them personally.

Ready-to-Use Safety Messages

Ongoing Safety Education

NAR plans to provide information and education to you and its members throughout the year to help keep REALTOR® Safety top-of-mind.

  • REALTOR® associations, proprietary schools, and real estate franchises that have a license with the Real Estate Buyer's Agent Council (REBAC) may, and are encouraged to, offer NAR’s Real Estate Safety Matters Course.
  • For REALTOR® Associations that do not have a license with REBAC, the $1,000 single-course license agreement fee is waived for Real Estate Safety Matters.

Safety Webinars & Videos

Encourage your members and agents to register for NAR’s free REALTOR® Safety Webinars, held annually in April and September.

  • Webinar recordings are available to view anytime, and are organized by topic.
  • Share REALTOR® Safety Videos with your members by providing the links in emails, newsletters, or on your social media pages.

Updated REALTOR® Safety Website

Check this site regularly for new information and materials.

Association Safety Programs

Find examples of state and local REALTOR® Association Safety Programs here.
 


Marketing Materials

Download flyers, posters, banners, and logos here.

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