Real Estate Intake Form Template for United States

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Key Requirements PROMPT example:

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."

Document background

The Real Estate Intake Form serves as the primary document for initiating a professional relationship between real estate agencies and potential clients in the United States. It is designed to gather comprehensive information about clients' needs, preferences, and qualifications while maintaining compliance with federal and state regulations. This document is essential for proper client screening, understanding property requirements, and ensuring all necessary information is collected at the outset of the relationship. It helps streamline the property search or sale process while protecting both the agency and client through proper documentation and disclosure.

Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

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
Property Development
Banking/Mortgage
Legal Services

Relevant Teams

Sales
Legal
Operations
Compliance
Customer Service

Relevant Roles

Real Estate Agent
Real Estate Broker
Property Manager
Compliance Officer
Sales Director

Industries

Fair Housing Act (FHA): Federal law that prohibits discrimination in housing transactions based on race, color, national origin, religion, sex, familial status, and disability

Americans with Disabilities Act (ADA): Federal law requiring reasonable accommodations for persons with disabilities in housing and real estate transactions

Equal Credit Opportunity Act (ECOA): Federal law that ensures equal access to credit and prohibits discrimination in credit transactions, including mortgage lending

Real Estate Settlement Procedures Act (RESPA): Federal law that requires disclosure of real estate settlement costs and prohibits kickbacks and referral fees

Truth in Lending Act (TILA): Federal law requiring disclosure of credit terms and standardizing the manner in which costs associated with borrowing are calculated and disclosed

State Property Laws: State-specific laws governing property rights, transfers, and real estate transactions within the state jurisdiction

State Landlord-Tenant Laws: State-specific regulations governing the relationship between property owners and tenants, including rights and responsibilities

Real Estate Licensing Requirements: State-specific requirements for real estate professionals to conduct business legally within the state

State Disclosure Requirements: State-mandated disclosures about property condition, hazards, and other material facts that must be provided during real estate transactions

State Fair Housing Laws: State-specific anti-discrimination laws that may provide additional protections beyond federal Fair Housing Act

FTC Regulations: Federal Trade Commission rules protecting consumers in real estate transactions and preventing deceptive practices

Gramm-Leach-Bliley Act: Federal law requiring financial institutions to explain their information-sharing practices and protect sensitive data

Zoning Laws: Local regulations governing property use, development, and restrictions within specific geographic areas

Municipal Codes: Local government regulations affecting property maintenance, safety standards, and building requirements

Local Housing Regulations: Specific rules and requirements set by local jurisdictions regarding housing standards and real estate practices

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Electronic Intake Forms

Legal framework for electronic intake forms compliant with US federal and state regulations, governing digital information collection and processing.

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Authors

Alex Denne

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