Real Estate Intake Form Template for India

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Key Requirements PROMPT example:

Real Estate Intake Form

"I need a Real Estate Intake Form for collecting information about a luxury residential apartment complex in Mumbai, with specific sections for NRI buyers and RERA compliance; the form will be used starting January 2025 for a new development project."

Document background

The Real Estate Intake Form is a crucial preliminary document used in Indian property transactions to systematically collect and organize essential information about properties and related parties. This comprehensive form serves as the foundation for property transactions, due diligence, and legal documentation. It is designed to capture all relevant details required by Indian real estate laws, including RERA compliance, registration requirements, and ownership verification. The form helps identify potential legal issues early in the transaction process and ensures that all necessary information is available for preparing subsequent legal documents. It is particularly valuable in maintaining transparency and compliance with regulatory requirements while streamlining the property transaction process.

Suggested Sections

1. Basic Information: Captures the date, reference number, and type of intake (residential/commercial)

2. Client Details: Personal/corporate information of the buyer/seller including name, address, contact details, ID proofs, and PAN details

3. Property Details: Comprehensive information about the property including address, dimensions, boundaries, and current usage

4. Ownership Status: Current ownership details, title information, and encumbrance status

5. Transaction Details: Proposed transaction type (sale/purchase/lease), expected price/rent, payment terms

6. Property Documentation: Checklist of available property documents and their current status

7. Legal Compliance: Details of required regulatory approvals, permissions, and compliance status

8. Financial Information: Payment method, source of funds, and tax implications

9. Declaration: Client's declaration about the truthfulness of provided information and consent for verification

Optional Sections

1. RERA Details: For under-construction properties, details of RERA registration and compliance

2. NRI/Foreign National Details: Additional information required for non-resident buyers including FEMA compliance

3. Mortgage Information: Details of existing or proposed mortgage, lender information

4. Development Potential: For vacant land or redevelopment properties, information about development possibilities

5. Tenant Details: Information about existing tenants and lease agreements if property is currently rented

6. Power of Attorney: Details of any Power of Attorney arrangements for property dealings

7. Previous Transaction History: Details of previous sales/transfers of the property

Suggested Schedules

1. Document Checklist: Comprehensive list of required documents with current status

2. Property Layout: Floor plan, site map, or property sketches

3. Photographs: Recent photographs of the property and its surroundings

4. Title Chain: Chronological list of previous ownership transfers

5. Encumbrance Certificate: Details of any registered encumbrances on the property

6. Tax Payment Records: History of property tax payments and other applicable taxes

7. Utility Details: Information about available utilities and connection status

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

Relevant Industries

Real Estate

Construction

Banking & Finance

Legal Services

Property Management

Urban Development

Housing

Commercial Property

Industrial Property

Hospitality

Relevant Teams

Legal

Real Estate

Compliance

Property Management

Sales

Documentation

Due Diligence

Risk Assessment

Customer Relations

Operations

Relevant Roles

Real Estate Lawyer

Property Manager

Real Estate Agent

Legal Counsel

Compliance Officer

Property Consultant

Real Estate Developer

Title Examiner

Mortgage Officer

Real Estate Transaction Coordinator

Property Valuation Expert

Due Diligence Officer

Real Estate Portfolio Manager

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