Real Estate Lead Intake Form

Real Estate Lead Intake Form Template for South Africa

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Key Requirements PROMPT example:

"I need a Real Estate Lead Intake Form for my luxury residential property agency in Cape Town, with enhanced FICA compliance sections and specific fields for high-net-worth clients, to be implemented by March 2025."

Document background

The Real Estate Lead Intake Form is a fundamental document used in the South African real estate industry to initiate client relationships and capture essential information about potential property transactions. This document is designed to comply with South African legislation, including the Property Practitioners Act 22 of 2019, POPIA, and FICA requirements. It serves as the primary tool for real estate agencies to collect and process new client inquiries, whether for property sales, purchases, or rentals. The form includes sections for personal information, property requirements, financial qualifications, and necessary consents, while incorporating appropriate privacy notices and declarations. It is structured to support efficient lead qualification and processing while maintaining regulatory compliance and professional standards in the South African real estate market.

Suggested Sections

1. Personal Information: Collection of client's basic details including full name, ID number, contact information, and preferred contact method

2. Property Requirements: Details of the type of property interest (buying, selling, renting), property preferences, and budget range

3. Financial Information: Basic financial qualification information including employment status and proof of income requirements

4. FICA Requirements: Section for required FICA documentation checklist and declarations

5. Privacy Notice: POPIA-compliant privacy notice explaining how personal information will be collected, used, and protected

6. Contact Preferences: Client's preferred communication methods and times for contact

7. Declaration: Client's confirmation of information accuracy and consent to terms

Optional Sections

1. Property Details: Used when the lead is selling a property - includes current property information and specifications

2. Investment Preferences: Used for investment buyers - includes investment strategy and portfolio information

3. Rental Requirements: Used for rental leads - includes specific rental terms and requirements

4. Commercial Property Interest: Used for commercial property leads - includes business use and zoning requirements

5. Development Interest: Used for property development leads - includes development objectives and requirements

Suggested Schedules

1. Required Documentation Checklist: List of required documents for FICA compliance and property transactions

2. Privacy Policy: Detailed privacy policy and data protection information as required by POPIA

3. Service Overview: Overview of real estate services offered and process explanation

4. Fee Structure: Standard fee structure and commission rates where applicable

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

Real Estate

Property Development

Property Management

Construction

Legal Services

Financial Services

Property Investment

Relevant Teams

Sales

Legal

Compliance

Operations

Customer Relations

Marketing

Business Development

Property Management

Administrative Support

Relevant Roles

Real Estate Agent

Property Practitioner

Sales Manager

Compliance Officer

Legal Counsel

Operations Manager

Customer Relations Manager

Data Protection Officer

Marketing Manager

Business Development Manager

Property Portfolio Manager

Branch Manager

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