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Real Estate Buyer Intake Form
"I need a Real Estate Buyer Intake Form for a first-time residential property purchase in Munich, with specific sections for mortgage pre-approval details and planned move-in date of March 2025."
1. Personal Information: Basic buyer details including full legal name, date of birth, nationality, marital status, and contact information as required by German identification laws
2. Contact Details: Current address, preferred contact methods, and alternative contact information
3. Financial Information: Employment details, income information, and proof of funds for the purchase as required by GwG (Money Laundering Act)
4. Property Requirements: Desired property specifications, location preferences, and budget range
5. Financing Details: Information about how the purchase will be financed - cash, mortgage, or combination
6. Timeline: Expected purchase timeline and any critical dates or deadlines
7. Legal Representation: Details of legal representative or notary preference for the transaction
8. Declaration: Confirmation of information accuracy and consent for data processing under GDPR
1. Co-Buyer Information: Details of additional buyers if the property will have multiple owners
2. Commercial Property Details: Additional information required for commercial property purchases
3. Foreign Investment: Additional documentation requirements for non-EU buyers
4. Property Management: Information about intended property management if the property will be rented out
5. Construction/Renovation Plans: Details about any planned construction or renovation works post-purchase
6. Special Requirements: Any special conditions or requirements for the purchase
1. Identification Documents: Checklist and copies of required identification documents (passport, residence permit etc.)
2. Financial Documentation: List of required financial documents including bank statements, proof of funds, and financing commitments
3. Tax Residency Certificate: Documentation of tax residency status for tax purposes
4. Power of Attorney: If applicable, authorization documents for representatives
5. Source of Funds Declaration: Detailed declaration of the source of purchase funds as required by German anti-money laundering laws
6. Property Requirements Checklist: Detailed checklist of desired property features and requirements
Authors
Property
Purchase Price
Earnest Money (Anzahlung)
Notary (Notar)
Land Register (Grundbuch)
Real Estate Agent (Immobilienmakler)
Purchase Contract (Kaufvertrag)
Land Registry Office (Grundbuchamt)
Property Transfer Tax (Grunderwerbsteuer)
Encumbrances (Belastungen)
Mortgage (Hypothek)
Land Charge (Grundschuld)
Co-Buyer
Financing Bank
Completion Date (Übergabetermin)
Due Diligence
Energy Performance Certificate (Energieausweis)
Property Management (Hausverwaltung)
Source of Funds
Beneficial Owner (Wirtschaftlich Berechtigter)
Living Space (Wohnfläche)
Common Property (Gemeinschaftseigentum)
Special Right of Use (Sondernutzungsrecht)
Building Permit (Baugenehmigung)
Identity Verification
Financial Disclosure
Source of Funds Declaration
Property Requirements
Purchase Timeline
Financial Capacity
Property Usage Intent
Legal Representation
Data Protection and Privacy
Declaration of Accuracy
Anti-Money Laundering Compliance
Document Requirements
Authorization
Consent to Process
Additional Parties
Property Specifications
Financing Details
Foreign Investment Declaration
Supporting Documentation
Real Estate
Banking and Finance
Legal Services
Property Development
Construction
Investment Management
Property Management
Insurance
Professional Services
Urban Development
Real Estate
Legal
Compliance
Sales
Customer Relations
Property Management
Investment
Finance
Risk Management
Operations
Real Estate Agent
Property Manager
Real Estate Lawyer
Notary
Mortgage Advisor
Real Estate Investment Manager
Property Developer
Sales Manager
Compliance Officer
Real Estate Portfolio Manager
Customer Relations Manager
Legal Counsel
Financial Advisor
Property Acquisition Specialist
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