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Real Estate Lead Intake Form Template for England and Wales

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Key Requirements PROMPT example:

Real Estate Lead Intake Form

"I need a Real Estate Lead Intake Form for my London-based agency that specifically targets high-net-worth international buyers and includes enhanced KYC requirements, to be implemented by March 2025."

Document background
The Real Estate Lead Intake Form is designed to capture essential information from potential clients while ensuring compliance with UK regulatory requirements, including GDPR and real estate regulations. It serves as a crucial tool for real estate professionals in England and Wales to efficiently process new leads, assess client needs, and maintain proper documentation. The form typically includes sections for personal information, property requirements, contact preferences, and necessary consent declarations. It helps establish the initial relationship between the agency and potential clients while protecting both parties' interests through proper data handling and documentation.
Suggested Sections

1. Personal Information: Collection of basic contact details including name, address, phone number, and email address

2. Property Requirements: Details of desired property including type, location, size, budget range, and timeline

3. Contact Preferences: Preferred method and timing of communication, marketing preferences

4. Data Protection Notice: Information about how personal data will be collected, used, stored and shared in compliance with UK GDPR

5. Consent Declaration: Explicit consent for data processing and marketing communications

Optional Sections

1. Financial Information: Optional section for mortgage status and proof of funds when lead is ready to proceed

2. Property Sale Information: Optional section for details about property to sell if client is also selling

3. Additional Requirements: Optional section for any special conditions, preferences or requirements

Suggested Schedules

1. Privacy Policy: Detailed information about the agency's data handling practices and procedures

2. Terms of Service: Standard terms and conditions of the agency's services

3. ID Verification Requirements: List of acceptable documents and procedures for identity verification in compliance with AML regulations

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Industries

UK GDPR and Data Protection Act 2018: Data protection legislation that governs how personal information must be collected, processed, stored and protected. Essential for designing compliant lead intake forms that handle personal data.

Privacy and Electronic Communications Regulations (PECR): Regulations governing electronic communications, particularly relevant for how lead information can be used for marketing purposes and communication preferences.

Estate Agents Act 1979: Primary legislation governing estate agency work in the UK, setting out basic requirements for information collection and business conduct.

Consumer Protection from Unfair Trading Regulations 2008: Regulations protecting consumers from unfair practices, requiring transparency and accuracy in information collection and representation.

Business Protection from Misleading Marketing Regulations 2008: Legislation ensuring business marketing practices are honest and transparent, affecting how lead information can be used and marketed.

Consumer Rights Act 2015: Key consumer protection legislation that influences how services must be described and delivered, affecting the information that needs to be collected and disclosed.

Consumer Contracts Regulations 2013: Regulations governing contracts between businesses and consumers, including requirements for information provision and cancellation rights.

Money Laundering Regulations 2017: Anti-money laundering requirements affecting what identification and verification information must be collected from property clients.

Proceeds of Crime Act 2002: Legislation related to criminal property and money laundering, requiring certain due diligence checks and information collection.

Equality Act 2010: Anti-discrimination legislation that affects how information can be collected and used, ensuring fair treatment of all potential clients.

Property Ombudsman Scheme Requirements: Professional standards and requirements for property businesses, including guidelines on information collection and client communication.

RICS Guidelines: Professional standards set by the Royal Institution of Chartered Surveyors, providing best practice guidelines for information collection and client management.

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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