Real Estate Client Intake Form Template for South Africa

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Key Requirements PROMPT example:

Real Estate Client Intake Form

"I need a Real Estate Client Intake Form for my luxury property agency in Cape Town, South Africa, that caters to international buyers and includes sections for foreign currency transactions and immigration status verification."

Document background

The Real Estate Client Intake Form is a foundational document used by property practitioners in South Africa to initiate formal relationships with potential clients. This document is designed to comply with South African legislation, including the Property Practitioners Act 22 of 2019, the Protection of Personal Information Act (POPIA), and the Financial Intelligence Centre Act (FICA). It serves as a comprehensive information-gathering tool that captures client details, property requirements, financial information, and necessary consents. The form is essential for both residential and commercial property transactions, helping agencies maintain regulatory compliance while efficiently matching clients with suitable properties. It should be completed at the first formal interaction with a potential client and forms the basis for all subsequent property-related services.

Suggested Sections

1. Personal Information: Client's full details including legal name, ID number, contact information, and marital status as required by FICA and POPIA

2. Contact Preferences: Client's preferred methods of communication and marketing preferences in compliance with POPIA

3. Property Requirements: Details of the type of property sought or to be sold, including location preferences, price range, and specific requirements

4. Financial Information: Basic financial information including employment status, income range, and funding method for property purchase

5. FICA Documentation Checklist: List of required documents for FICA compliance including proof of identity, residence, and income

6. Client Authorization: Consent sections for information processing, credit checks, and marketing communications as per POPIA requirements

7. Agent Details: Information about the estate agent handling the client's case, including registration number as required by the Property Practitioners Act

Optional Sections

1. Foreign National Information: Additional information required for non-South African citizens, including passport details and residence status

2. Corporate Entity Details: For business clients, including company registration details, directors' information, and business address

3. Investment Property Section: Additional questions for clients seeking investment properties, including rental yield expectations and property management preferences

4. Property Sale Information: Specific section for sellers including current property details, reason for sale, and expected price range

5. Mortgage Pre-Approval: Optional section for buyers requiring mortgage financing, including preferred lenders and loan requirements

Suggested Schedules

1. Required Document Checklist: Detailed list of all required documents for different client categories (local, foreign, corporate)

2. Privacy Policy Summary: Summary of how client information will be handled, stored, and protected as per POPIA requirements

3. Fee Schedule: If applicable, breakdown of any fees or charges related to agency services

4. Terms and Conditions: Standard terms and conditions of engaging with the real estate agency

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

Property Management

Residential Property

Commercial Property

Industrial Property

Luxury Real Estate

Property Investment

Real Estate Consulting

Relevant Teams

Sales

Compliance

Legal

Operations

Client Relations

Administration

Property Management

Marketing

Risk Management

Data Protection

Relevant Roles

Real Estate Agent

Property Practitioner

Real Estate Broker

Property Manager

Compliance Officer

Real Estate Sales Manager

Client Relations Manager

Property Consultant

Real Estate Administrator

Sales Director

Managing Director

Legal Counsel

Data Protection Officer

Operations Manager

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