Real Estate New Client Intake Form

Real Estate New Client Intake Form Template for Canada

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Key Requirements PROMPT example:

"I need a Real Estate New Client Intake Form for my Toronto-based residential brokerage that specializes in luxury properties, with specific sections for high-net-worth individuals and international buyers, to be implemented by March 2025."

Document background

The Real Estate New Client Intake Form serves as a crucial first step in establishing a professional relationship between real estate agents/brokers and their clients in Canada. This document is designed to capture all necessary information required by federal and provincial regulations while streamlining the client onboarding process. It ensures compliance with key legislation including PIPEDA for privacy protection, anti-money laundering regulations for identity verification, and provincial real estate acts for transaction requirements. The form is structured to accommodate both residential and commercial clients, collecting essential details about their property interests, financial qualifications, and specific requirements while obtaining necessary consents and acknowledgments. This intake form is particularly important in the Canadian real estate market where regulatory compliance and proper documentation are paramount for protecting all parties involved in real estate transactions.

Suggested Sections

1. Personal Information: Collection of client's basic information including full legal name, contact details, preferred method of communication, and date of birth

2. Identification Verification: Details of government-issued ID as required by anti-money laundering regulations (type of ID, number, expiry date)

3. Property Interest Details: Information about the type of property client is interested in (residential/commercial, buying/selling/leasing)

4. Financial Information: Basic financial qualification information including employment status and proof of funds availability

5. Real Estate Requirements: Specific requirements for desired property including location preferences, price range, and key features

6. Timeline and Availability: Client's preferred timeline for property purchase/sale and availability for viewings

7. Privacy Notice and Consent: PIPEDA-compliant privacy notice and consent for collection, use, and disclosure of personal information

8. Client Acknowledgment: Client's signature and date, confirming accuracy of provided information and understanding of privacy notice

Optional Sections

1. Additional Decision Makers: Section for co-purchaser or spouse information when multiple parties are involved in the transaction

2. Current Property Information: Details about client's current property if they are also selling or if relevant to their purchase

3. Mortgage Pre-Approval: Section for mortgage pre-approval details if client has already secured financing

4. Investment Property Details: Additional section for clients interested in investment properties, including investment goals and experience

5. Corporate Information: For clients purchasing through a corporation, including corporate structure and beneficial ownership information

6. Foreign Buyer Information: Additional information required for non-resident buyers, including immigration status and foreign buyer tax considerations

Suggested Schedules

1. Schedule A - Required Documentation Checklist: List of required documents client needs to provide (ID, proof of funds, pre-approval letter)

2. Schedule B - Service Agreement Terms: Standard terms and conditions of service provided by the real estate professional

3. Schedule C - Privacy Policy: Detailed privacy policy explaining how personal information will be handled

4. Schedule D - Fee Schedule: Breakdown of any applicable fees or commission structures

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Real Estate

Legal Services

Financial Services

Property Management

Construction and Development

Investment Management

Professional Services

Relevant Teams

Real Estate Sales

Legal

Compliance

Client Relations

Operations

Risk Management

Administrative Support

Business Development

Transaction Processing

Relevant Roles

Real Estate Agent

Real Estate Broker

Property Manager

Real Estate Lawyer

Compliance Officer

Client Relations Manager

Real Estate Administrator

Business Development Manager

Real Estate Transaction Coordinator

Branch Manager

Operations Director

Legal Counsel

Risk Management Officer

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