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Real Estate Client Intake Form

Real Estate Client Intake Form Template for Germany

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Key Requirements PROMPT example:

Real Estate Client Intake Form

"I need a Real Estate Client Intake Form for my Berlin-based residential property agency, compliant with German GDPR requirements and formatted in both German and English, to be implemented by March 2025."

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Document background
The Real Estate Client Intake Form serves as a crucial initial document in the German real estate transaction process, designed to establish the formal relationship between real estate professionals and potential clients. It is typically used at the first substantial contact with a new client, gathering comprehensive information needed for property transactions while ensuring compliance with German property laws, GDPR, and anti-money laundering regulations. The form includes sections for personal information, financial capacity, property preferences, and various declarations required by German law. This document is essential for real estate professionals to understand client needs, assess their requirements, and maintain proper documentation as required by German regulatory authorities. It can be customized for different types of property transactions, including purchases, rentals, and investments, while maintaining compliance with all relevant German and EU regulations.
Suggested Sections

1. Personal Information: Basic client details including full legal name, date of birth, nationality, contact information, and identification documents

2. Contact Preferences: Preferred methods of communication and GDPR consent for data processing

3. Employment and Financial Information: Current employment status, income details, and basic financial information for preliminary assessment

4. Property Requirements: Desired property characteristics, location preferences, and budget range

5. Timeline and Urgency: Expected timeline for property acquisition or rental, and any specific deadline requirements

6. Previous Property Experience: History of property ownership or rental in Germany and abroad

7. Source of Funds Declaration: Declaration of fund sources for anti-money laundering compliance

8. Authorization and Consent: Client's authorization for services and consent to terms and conditions

Optional Sections

1. Co-Applicant Information: Required when there are multiple parties involved in the property transaction

2. Investment Objectives: For clients seeking investment properties, including expected returns and investment strategy

3. Mortgage Requirements: For clients requiring financing, including preferred terms and existing banking relationships

4. Power of Attorney Details: When client is represented by a legal representative or agent

5. Commercial Property Requirements: Specific section for commercial property interests, including business use details

6. Residency Status: Required for non-German residents, including visa status and foreign address details

Suggested Schedules

1. Required Documentation Checklist: List of necessary documents for property transaction including ID, financial statements, etc.

2. Privacy Notice: Detailed GDPR-compliant privacy policy and data processing information

3. Fee Schedule: Breakdown of applicable fees and service charges

4. Terms and Conditions: Complete terms of service and client agreement

5. Property Preference Specification Form: Detailed form for specific property requirements and preferences

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 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

Property Management

Legal Services

Financial Services

Investment Services

Property Development

Residential Property

Commercial Property

Property Consulting

Relevant Teams

Legal

Compliance

Real Estate Sales

Property Management

Client Relations

Documentation

Investment Advisory

Operations

Administrative Support

Business Development

Relevant Roles

Real Estate Agent

Property Manager

Legal Counsel

Compliance Officer

Real Estate Broker

Client Relations Manager

Property Consultant

Investment Advisor

Real Estate Administrator

Sales Director

Branch Manager

Documentation Specialist

Real Estate Partner

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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