Real Estate Client Intake Form

Real Estate Client Intake Form Template for New Zealand

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Real Estate Client Intake Form

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

"I need a Real Estate Client Intake Form for my Auckland-based agency that handles residential properties, with standard AML compliance sections and clear privacy notices - planning to implement this by March 2025."

Document background

The Real Estate Client Intake Form serves as the initial point of contact documentation between a real estate agency and potential clients in New Zealand. This document is essential for establishing new client relationships and ensuring compliance with New Zealand's regulatory framework, including the Real Estate Agents Act 2008, Privacy Act 2020, and AML/CFT legislation. The form collects comprehensive client information, including personal details, property requirements or sale intentions, financial capacity, and necessary identification verification. It is designed to protect both the agency and client interests while facilitating efficient client onboarding and maintaining proper records as required by New Zealand law.

Suggested Sections

1. Client Personal Information: Essential contact and identification details including full legal name, preferred name, date of birth, contact numbers, email, and current address

2. Identity Verification: AML/CFT compliance section requiring specific identification documents, proof of address, and source of funds verification

3. Service Required: Primary purpose for engaging the agent (buying, selling, or both) and preferred timeframe

4. Property Requirements: Client's specific property criteria including type, location, price range, and essential features

5. Financial Information: Basic financial position, funding arrangements, and proof of funds available

6. Privacy Statement: Information about how client data will be collected, stored, and used, including third-party sharing policies

7. Declaration: Client confirmation of accuracy of provided information and acceptance of terms

Optional Sections

1. Property for Sale Details: Only required if client is selling - includes current property details, title information, and selling objectives

2. Commercial Property Requirements: Additional section for commercial property transactions including business use, zoning requirements, and specific commercial features

3. Multiple Decision Makers: Additional section for recording details of multiple parties involved in decision-making (e.g., couples, trustees, company directors)

4. Special Conditions: For noting any special requirements or circumstances that may affect the property transaction

5. Foreign Investment Details: Required for overseas buyers - includes additional information required under the Overseas Investment Act

Suggested Schedules

1. Schedule A - Identification Documents: Checklist and copies of required identification documents for AML/CFT compliance

2. Schedule B - Property Details: Detailed property specifications form (for either current property or desired property)

3. Schedule C - Agency Agreement Terms: Standard terms and conditions of agency service

4. Appendix 1 - Privacy Policy: Detailed privacy policy and information handling procedures

5. Appendix 2 - Fee Schedule: Breakdown of potential fees and charges associated with the agency service

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

Residential Real Estate

Commercial Real Estate

Property Development

Property Investment

Real Estate Services

Property Management

Relevant Teams

Sales

Administration

Compliance

Client Relations

Property Management

Operations

Business Development

Legal

Documentation

Customer Service

Relevant Roles

Real Estate Agent

Property Manager

Sales Manager

Compliance Officer

Administrative Assistant

Branch Manager

Licensed Real Estate Supervisor

Client Relations Manager

Business Development Manager

Settlement Officer

Find the exact document you need

Simple Intake Form

A New Zealand-compliant intake form for collecting and managing client information, structured according to NZ privacy laws and business requirements.

��������Ƶ

How ��������Ƶ reduced drafting time by 75% for a legal firm

Let's create your Real Estate Client Intake Form

Authors

Alex Denne

Find the exact document you need

Simple Intake Form

New Patient Intake Form

Intake Form For Massage Therapy

Basic Intake Form

Business Intake Form

Virtual Assistant Client Intake Form

Health Intake Form

Nutrition Intake Form

Project Intake Form

Real Estate Client Intake Form

Intake Referral Form

Client Intake Assessment Form

Massage Consent Form

Referral Intake Form

Case Management Intake Form

Bookkeeping Client Intake Form

Salon Client Intake Form

Client Intake Form

Procurement Intake Form

Download our whitepaper on the future of AI in Legal

�ұ�Ծ���’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Use Cases

��Ƶ

How ��Ƶ reduced drafting time by 75% for a legal firm

�ұ�Ծ��’s Security Promise