Real Estate Lead Intake Form Template for Canada

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Key Requirements PROMPT example:

Real Estate Lead Intake Form

"I need a Real Estate Lead Intake Form for my luxury property brokerage in Vancouver, with enhanced financial pre-qualification sections and detailed investment property screening questions, to be implemented by March 2025."

Document background

The Real Estate Lead Intake Form serves as an essential tool for real estate professionals operating in the Canadian market to collect, organize, and manage information about potential clients. This document is typically used during the initial contact phase with prospective buyers or sellers, gathering crucial information about their property preferences, financial readiness, and communication preferences. The form is designed to comply with Canadian federal privacy laws (PIPEDA) and provincial real estate regulations, ensuring proper handling of personal information while facilitating efficient lead qualification and management. It includes sections for basic contact information, property requirements, financial status, and necessary consent forms, helping real estate professionals better understand and serve their potential clients' needs.

Suggested Sections

1. Personal Information: Collection of basic contact details including name, phone, email, and preferred contact method, with privacy notice and consent

2. Current Living Situation: Details about current residence status (renting/owning) and reason for moving

3. Property Requirements: Essential criteria including property type, preferred locations, budget range, and desired timeframe

4. Financial Information: Basic financial qualification questions including buying readiness and financing status

5. Property Preferences: Specific features and amenities desired in the property

6. Communication Preferences: Preferred times and methods for contact, frequency of updates

7. Privacy Statement: PIPEDA-compliant privacy notice explaining how collected information will be used and protected

8. Authorization: Consent section for information collection and future communications

Optional Sections

1. Mortgage Pre-Approval: Additional section for leads who have already been pre-approved for a mortgage, including lender details and approval amount

2. Property to Sell: Section for leads who need to sell their current property, including current property details and timing considerations

3. Investment Property: Additional questions specific to investment property buyers, including investment goals and experience

4. Real Estate Agent Relationship: Section to disclose if the lead is currently working with other agents

5. Special Requirements: Section for accessibility needs or specific accommodation requirements

Suggested Schedules

1. Schedule A - Privacy Policy: Detailed privacy policy explaining data collection, storage, usage, and security measures

2. Schedule B - Terms of Service: Terms governing the relationship between the real estate agent/broker and the potential client

3. Schedule C - Consent Forms: Additional consent forms for specific communications or data sharing purposes

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 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

Privacy and Data Protection
Consent and Authorization
Information Collection
Use of Information
Disclosure and Sharing
Communication Preferences
Marketing Consent
Confidentiality
Representation
Electronic Communications
Information Accuracy
Withdrawal of Consent
Third-Party Disclosure
Data Storage
Information Access
Information Update
Terms of Use
Legal Compliance

Relevant Industries

Real Estate

Property Management

Legal Services

Financial Services

Property Development

Real Estate Investment

Professional Services

Relevant Teams

Sales

Marketing

Client Relations

Lead Generation

Administration

Compliance

Business Development

Customer Service

Operations

Relevant Roles

Real Estate Agent

Real Estate Broker

Property Manager

Sales Manager

Marketing Coordinator

Client Relations Manager

Lead Generation Specialist

Real Estate Assistant

Compliance Officer

Business Development Manager

Real Estate Administrator

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Authors

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