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Real Estate Intake Form
"I need a Real Estate Intake Form for my luxury property brokerage firm in California that specifically caters to international buyers and includes sections for immigration status and foreign investment details, while ensuring compliance with state privacy laws."
1. Personal Information: Basic contact details, identification, and demographic information of the client
2. Property Requirements: Desired property specifications, location preferences, and budget constraints
3. Financial Information: Income verification, employment details, and financial qualification information
4. Timeline: Desired timeframes for property search, purchase, or sale
1. Current Property Information: Details about current property if client is selling or needs to sell before buying
2. Special Requirements: Accessibility needs, special accommodations, or specific property features required
3. Pre-Approval Information: Existing mortgage pre-approval details and lender information
1. Privacy Policy: Statement on how personal information will be collected, used, and protected
2. Required Disclosures: State-mandated disclosures and federal fair housing information
3. Documentation Checklist: List of required documents for proceeding with real estate transaction
Authors
Client
Property
Broker
Agent
Buyer
Seller
Property Requirements
Purchase Price Range
Pre-Approval
Closing Date
Confidential Information
Personal Information
Financial Information
Property Specifications
Timeline
Preferred Location
Market Area
Property Type
Down Payment
Earnest Money
Commission
Representation Agreement
Contact Information
Preferred Method of Communication
Privacy and Confidentiality
Information Usage
Consent
Verification
Data Protection
Non-Discrimination
Information Accuracy
Agency Relationship
Fair Housing Compliance
Communication Preferences
Financial Disclosure
Authorization
Document Collection
Property Preferences
Timeline Requirements
Acknowledgment
Electronic Communication Consent
Information Sharing
Record Retention
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