Real Estate Buyer Intake Form Template for South Africa

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Key Requirements PROMPT example:

Real Estate Buyer Intake Form

"I need a Real Estate Buyer Intake Form specifically designed for luxury residential properties in Cape Town, with enhanced FICA compliance sections and additional fields for international buyer verification, to be implemented by March 2025."

Document background

The Real Estate Buyer Intake Form is a fundamental document used in South African property transactions to initiate the buyer qualification and property search process. This form is designed to comply with various South African regulations, including the Property Practitioners Act 22 of 2019, FICA requirements, and POPIA data protection standards. It serves as the primary tool for collecting comprehensive information about potential buyers, including their personal details, financial capacity, property requirements, and necessary legal declarations. The document is typically used at the first formal interaction between a property practitioner and a potential buyer, forming the foundation for the property search process and eventual transaction. It includes sections for both mandatory information required by law and optional details that help facilitate an effective property search and transaction process.

Suggested Sections

1. Personal Information: Buyer's full legal name, ID/passport number, contact details, and current address as required by FICA and POPIA

2. Employment Information: Current employer, occupation, length of employment, and income details for financial qualification purposes

3. Property Requirements: Desired property type, location preferences, price range, and specific features required

4. Financial Information: Budget details, funding method (cash/mortgage), proof of funds, and bank details

5. Timeline: Preferred purchase timeline, desired occupation date, and any time constraints

6. Property Agent Details: Agent's name, license number, and agency details as required by the Property Practitioners Act

7. FICA Declaration: Mandatory declaration regarding source of funds and confirmation of identity as per FICA requirements

8. Privacy Notice: POPIA-compliant statement about how personal information will be collected, used, and protected

Optional Sections

1. Co-Buyer Information: Details of additional buyers if the property will be purchased jointly

2. Company/Trust Information: Required when the buyer is a legal entity rather than an individual, including registration numbers and authorized representatives

3. Foreign Buyer Information: Additional information required for non-South African residents, including passport details and visa status

4. Property Sale Contingency: Details about any existing property that needs to be sold first

5. Special Requirements: Any specific accessibility needs, special conditions, or unique requirements for the property

Suggested Schedules

1. Required Documentation Checklist: List of documents required from the buyer (ID, proof of address, bank statements, etc.)

2. Property Preferences Sheet: Detailed breakdown of desired property features and specifications

3. Financial Pre-Qualification Form: Additional financial information form for mortgage pre-qualification

4. FICA Documentation Guide: Guide explaining the required FICA documentation and compliance requirements

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

Financial Services

Legal Services

Property Management

Banking

Investment Property

Residential Property

Commercial Property

Relevant Teams

Real Estate Sales

Property Management

Legal & Compliance

Administrative Support

Customer Relations

Document Processing

Risk Management

Operations

Client Services

Relevant Roles

Real Estate Agent

Property Practitioner

Real Estate Broker

Property Sales Manager

Compliance Officer

Real Estate Administrator

Property Portfolio Manager

Sales Director

Legal Counsel

Real Estate Transaction Coordinator

Customer Relations Manager

Property Consultant

Branch Manager

Managing Director

FICA Compliance Officer

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