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Real Estate Client Intake Form

Real Estate Client Intake Form Template for Ireland

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Key Requirements PROMPT example:

Real Estate Client Intake Form

"I need a Real Estate Client Intake Form for my Dublin-based agency that specializes in luxury residential properties, with enhanced due diligence sections for high-net-worth international clients and specific sections for property investment portfolios."

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Document background
The Real Estate Client Intake Form is a crucial document used at the initiation of any property transaction in Ireland. It serves as the primary tool for collecting client information, ensuring compliance with Irish property law, anti-money laundering regulations, and data protection requirements. The form is designed to capture all necessary details about potential buyers, sellers, or lessees, including their personal information, financial status, property requirements, and transaction preferences. It helps real estate professionals assess client needs, verify identities, and maintain proper documentation as required by Irish regulatory authorities. This document is particularly important given Ireland's strict property transaction regulations and the need for thorough client screening under the Criminal Justice (Money Laundering and Terrorist Financing) Act 2010 and GDPR requirements.
Suggested Sections

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

2. Identity Verification: Section for recording ID documentation details and AML compliance information

3. Current Address Details: Client's current residential address and duration of residence

4. Employment Information: Current employment status, employer details, and income information for financial assessment

5. Property Transaction Details: Information about the type of transaction (purchase/sale/lease) and property requirements or details

6. Financial Information: Details about funding sources, mortgage requirements, and proof of funds

7. Property Requirements: Specific details about property preferences, location, budget, and timeline

8. GDPR Acknowledgment: Data protection notice and consent for information processing

9. Declaration: Client's confirmation of accuracy of provided information and consent to proceed

Optional Sections

1. Corporate Entity Details: Additional section for corporate clients, including company registration details, directors, and beneficial owners

2. Foreign Investment Details: Additional requirements for non-Irish residents or overseas investors

3. Power of Attorney: Section for cases where the client is represented by a third party

4. Property Management Requirements: For investment properties requiring management services

5. Multiple Property Portfolio: Additional section for clients with multiple property transactions

6. Social Housing Criteria: Specific requirements for social housing applications or approved housing body transactions

7. Special Requirements: Section for any specific accessibility needs or special conditions

Suggested Schedules

1. Schedule A - Required Documentation Checklist: List of required documents for identity verification, proof of address, and financial documentation

2. Schedule B - Fee Structure: Breakdown of applicable fees and services

3. Schedule C - AML Documentation Requirements: Detailed list of acceptable documents for anti-money laundering compliance

4. Schedule D - Privacy Notice: Detailed GDPR privacy notice and data processing information

5. Appendix 1 - Property Viewing Record: Form to record properties viewed and feedback

6. Appendix 2 - Source of Funds Declaration: Detailed declaration form for source of funds verification

7. Appendix 3 - Risk Assessment Form: Internal risk assessment checklist for compliance purposes

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

Legal Services

Financial Services

Property Development

Property Management

Social Housing

Construction

Banking

Investment

Insurance

Property Technology

Relevant Teams

Legal

Compliance

Sales

Client Relations

Risk Management

Data Protection

Operations

Administration

Customer Service

Business Development

Property Management

Transaction Processing

Relevant Roles

Real Estate Agent

Property Manager

Compliance Officer

Legal Counsel

Property Consultant

Sales Director

Client Relations Manager

Risk Assessment Officer

Data Protection Officer

Property Portfolio Manager

Real Estate Administrator

Business Development Manager

Operations Manager

Transaction Coordinator

Customer Service Representative

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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