The Real Estate Intake Form serves as the primary document for initiating a professional relationship between real estate agencies and potential clients in the United States. It is designed to gather comprehensive information about clients' needs, preferences, and qualifications while maintaining compliance with federal and state regulations. This document is essential for proper client screening, understanding property requirements, and ensuring all necessary information is collected at the outset of the relationship. It helps streamline the property search or sale process while protecting both the agency and client through proper documentation and disclosure.
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1. Personal Information: Basic contact details, identification, and demographic information of the client
2. Property Requirements: Desired property specifications, location preferences, and budget constraints
3. Financial Information: Income verification, employment details, and financial qualification information
4. Timeline: Desired timeframes for property search, purchase, or sale
1. Current Property Information: Details about current property if client is selling or needs to sell before buying
2. Special Requirements: Accessibility needs, special accommodations, or specific property features required
3. Pre-Approval Information: Existing mortgage pre-approval details and lender information
1. Privacy Policy: Statement on how personal information will be collected, used, and protected
2. Required Disclosures: State-mandated disclosures and federal fair housing information
3. Documentation Checklist: List of required documents for proceeding with real estate transaction
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