Real Estate Buyer Intake Form

Real Estate Buyer Intake Form Template for Canada

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Key Requirements PROMPT example:

"I need a Real Estate Buyer Intake Form for a luxury property division of our brokerage in Vancouver, focusing on international buyers and including additional sections for source of funds verification and foreign buyer tax implications."

Document background

The Real Estate Buyer Intake Form is a fundamental document used in Canadian real estate transactions to initiate the property buying process. This form is designed to collect vital information from potential buyers while ensuring compliance with Canadian federal and provincial regulations, including privacy laws (PIPEDA) and anti-money laundering requirements (FINTRAC). The document typically serves as the first formal point of contact between a real estate professional and a potential buyer, gathering information about the buyer's personal details, financial capacity, property preferences, and intended use of the property. It helps streamline the buying process by ensuring all necessary information is collected upfront and assists real estate professionals in better serving their clients' needs. The form is particularly important in the Canadian context where real estate transactions are subject to strict regulatory oversight and documentation requirements.

Suggested Sections

1. Personal Information: Basic contact details including full legal name, contact information, current address, and preferred method of communication

2. Identification Verification: Details of government-issued ID as required by FINTRAC regulations and anti-money laundering laws

3. Employment and Financial Information: Current employment status, income information, and other sources of funds for the purchase

4. Property Requirements: Desired property characteristics including type, size, location preferences, and price range

5. Timeline and Urgency: Expected timeframe for purchase, desired moving date, and any timing constraints

6. Pre-Approval Status: Information about mortgage pre-approval status and preferred lender if applicable

7. Property Use: Intended use of the property (primary residence, investment, etc.) and occupancy plans

8. Privacy Consent: PIPEDA-compliant privacy notice and consent for collection and use of personal information

Optional Sections

1. Co-Buyer Information: Details of additional buyers or co-signers, used when multiple parties are involved in the purchase

2. Special Requirements: Specific accessibility needs or special property requirements, included when buyer has specific accommodation needs

3. Real Estate History: Previous real estate transaction experience and current property ownership, relevant for experienced buyers

4. Immigration Status: Required for non-resident buyers or recent immigrants, includes information about residency status and foreign buyer considerations

5. Property Management: Include when property is intended for investment, covering rental and property management preferences

6. Corporate Buyer Information: Used when the buyer is a corporation rather than an individual, including corporate structure and authorized signatories

Suggested Schedules

1. Schedule A - Buyer Checklist: Checklist of required documents and information for the purchase process

2. Schedule B - Authorization Form: Authorization to verify employment, credit, and other financial information

3. Schedule C - Property Feature Checklist: Detailed checklist of desired property features and amenities

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

5. Appendix 2 - Document Requirements: List of required identification and financial documents based on buyer category

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 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

Financial Services

Legal Services

Property Management

Banking

Insurance

Investment Services

Professional Services

Relevant Teams

Sales

Legal

Compliance

Client Relations

Administration

Document Processing

Risk Management

Investment Advisory

Transaction Processing

Relevant Roles

Real Estate Agent

Real Estate Broker

Mortgage Broker

Property Manager

Real Estate Legal Assistant

Compliance Officer

Real Estate Transaction Coordinator

Financial Advisor

Real Estate Investment Consultant

Client Relations Manager

Real Estate Office Administrator

Legal Counsel

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