Real Estate Buyer Intake Form

Real Estate Buyer Intake Form for Philippines

Real Estate Buyer Intake Form Template for Philippines

A comprehensive intake form designed for the Philippine real estate market that captures essential information from prospective property buyers. This document ensures compliance with Philippine property laws and regulations, including the Real Estate Service Act, Anti-Money Laundering Act, and foreign ownership restrictions. It collects detailed personal, financial, and property preference information while incorporating necessary legal declarations and consent forms. The document serves as the initial step in the property purchase process and helps facilitate proper buyer qualification and documentation.

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What is a Real Estate Buyer Intake Form?

The Real Estate Buyer Intake Form is a crucial document used in Philippine property transactions to gather comprehensive information about potential buyers and their property requirements. This form serves as the initial point of contact between real estate professionals and prospective buyers, collecting essential data needed for property matching, buyer qualification, and regulatory compliance. It includes sections covering personal information, financial capacity, property preferences, and necessary declarations in accordance with Philippine real estate laws and regulations. The document is designed to streamline the property purchase process while ensuring compliance with local requirements such as the Real Estate Service Act, Anti-Money Laundering regulations, and foreign ownership restrictions. It's particularly important for maintaining proper documentation and conducting due diligence in property transactions.

What sections should be included in a Real Estate Buyer Intake Form?

1. Personal Information: Basic details of the buyer including full legal name, citizenship, civil status, contact information, and current address

2. Identification Documents: List of valid government IDs, passport details for foreign buyers, and tax identification numbers

3. Employment and Income Information: Current employment status, employer details, monthly income, and other sources of income for qualification purposes

4. Property Interest Details: Specific information about the type of property interested in, preferred locations, budget range, and intended use

5. Purchase Capacity: Information about funding source, preferred payment terms, and proof of capacity to pay

6. Legal Compliance Declaration: Declarations regarding anti-money laundering compliance and source of funds

7. Authorization and Consent: Privacy policy acknowledgment and consent for background checks and information verification

What sections are optional to include in a Real Estate Buyer Intake Form?

1. Co-Buyer Information: Details of co-buyer if the property will be purchased jointly

2. Corporate Buyer Information: Additional section for corporate buyers including company registration details and ownership structure

3. Foreign Buyer Supplement: Additional requirements and declarations for foreign buyers regarding ownership restrictions

4. Property Management Preferences: For investment properties, details about preferred property management arrangements

5. Mortgage Pre-Qualification: Additional financial information for buyers seeking mortgage financing

6. Special Requirements: Any specific requirements or preferences for the property such as accessibility needs or specific amenities

What schedules should be included in a Real Estate Buyer Intake Form?

1. Required Document Checklist: List of required documents to be submitted with the intake form

2. Income Documentation: List of acceptable proof of income documents and requirements

3. ID Requirements Guide: Detailed guide on acceptable identification documents for different types of buyers

4. Fee Schedule: Breakdown of typical fees and charges involved in the property purchase process

5. Privacy Policy: Detailed privacy policy and data protection information

6. Terms and Conditions: General terms and conditions for the intake process

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

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Free to use

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Real Estate

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Property Management

Construction

Banking

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Real Estate Sales

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Compliance

Property Management

Customer Service

Documentation

Marketing

Business Development

Administration

Relevant Roles

Real Estate Agent

Real Estate Broker

Property Manager

Sales Manager

Legal Counsel

Compliance Officer

Real Estate Developer

Sales Director

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Real Estate Administrator

Documentation Specialist

Customer Service Representative

Real Estate Marketing Manager

Transaction Coordinator

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What is a Real Estate Buyer Intake Form?

What sections should be included in a Real Estate Buyer Intake Form?

What sections are optional to include in a Real Estate Buyer Intake Form?

What schedules should be included in a Real Estate Buyer Intake Form?

Authors

Alex Denne

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