National Association Of Realtors printable pdf download

EQUAL SERVICE REPORT FORMS

PROSPECT EQUAL SERVICE REPORT

SALES

The National Association of REALTORS

National Association of REALTORS® is committed to the provision of equal housing

opportunities. The Prospect Equal Service Report is designed to incorporate basic prospect

information, needs and wants, properties shown, and a record of service provided. This report

will help you keep uniform records for all prospects. The form is not a checklist of service to be

provided; the level and type of service you provide will be determined by you firm and should

be consistent. The report will, however, document your consistency and provide two fair

housing tools:

It provides you with evidence of your firm’s compliance with the law, which may become

an invaluable defense in the event you become involved in a housing discrimination

complaint.

It allows you and your agents to monitor and review compliance with your fair housing

policy and make corrections before you get involved in a discrimination complaint.

You should complete or update the report during or following each contact with the prospect.

The report is composed of the following components:

Prospect Information (Space is provided for two adults in a household).

Recording race-Recording the race or national origin of a prospect is invaluable in

your efforts to document equal professional service and to monitor your firm’s

compliance with the law and your equal opportunity policy.

Prospect Needs and Wants (NOTE: the Prospect Equal Service Report for Rentals is

recommended for rental prospects).

Housing for older persons-If you receive a request for housing for older persons,

record whether a member of the household is over age 55.

Service Provided-Complete the questions financially qualifying the prospect, attaching

qualification forms, if any. Then list your contact dates with the prospect.

Property Shown-Complete the three sections on the back of the report. Use space provided to

indicate prospect’s comments clarifying needs and wants.

Part 1-Record the prospect’s initial requests for specific properties and whether these

were shown.

Part 2-List any properties or area offered for general considerations, such as a

computer printout or a specific community.

Part 3-List properties offered or shown by address. Space is provided to indicate who

selected the property shown.

Disposition-Indicate whether the prospect bought property or that no further service was

provided. List additional materials, such as community profiles or the Home Guide, that you

provided the prospect.

Finally, attach financial qualifying forms, copies of listing printouts, and notes to this report.

This is a form was created by the National Association of REALTORS®.

National Association Of Realtors