Real Estate Intake Form for Canada

Real Estate Intake Form Template for Canada

A comprehensive intake form designed for Canadian real estate transactions that complies with federal and provincial regulations, including PIPEDA and FINTRAC requirements. This document serves as the initial point of contact between real estate professionals and clients, capturing essential information about the client's property requirements, financial status, and transaction preferences. It includes mandatory sections for identity verification, privacy consent, and transaction details, while incorporating optional components for specific scenarios such as corporate transactions or investment properties.

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What is a Real Estate Intake Form?

The Real Estate Intake Form is a crucial document used at the initiation of any real estate transaction in Canada. It serves as the primary tool for gathering essential information about clients and their property requirements while ensuring compliance with Canadian federal and provincial regulations. The form is designed to capture all necessary details required by real estate professionals to effectively serve their clients, including personal information, property preferences, financial qualifications, and timeline expectations. It includes provisions for FINTRAC compliance, privacy law requirements, and specific provincial real estate regulations. This document is typically the first formal step in establishing a professional relationship between real estate agents and their clients, whether for property purchase, sale, or lease transactions.

What sections should be included in a Real Estate Intake Form?

1. Client Information: Personal/business details of the client, including full legal name, contact information, and identification verification as required by FINTRAC

2. Property Interest: Details about whether client is interested in buying, selling, leasing, or other property transactions

3. Property Requirements: Specific details about the desired property including type, size, location, price range, and key features

4. Financial Information: Basic financial qualification information, proof of funds, or pre-approval status

5. Timeline: Desired timeline for the transaction, including preferred viewing times, target purchase/sale dates

6. Agent Information: Details of the real estate agent handling the intake, including license number and brokerage details

7. Privacy Consent: PIPEDA-compliant consent for collection and use of personal information

8. Client Authorization: Signature section confirming accuracy of provided information and authorization to proceed

What sections are optional to include in a Real Estate Intake Form?

1. Property Details: For sellers: Comprehensive information about the property being sold, including age, size, improvements, and known issues

2. Co-Buyer Information: When multiple parties are involved in the purchase: Details of all additional buyers

3. Corporate Information: For corporate clients: Additional business details, signing authorities, and corporate documentation

4. Rental Property Requirements: For investment properties: Specific information about rental potential and requirements

5. Special Conditions: Any special requirements or conditions for the transaction, such as accessibility needs or specific timing constraints

6. Previous Property Experience: For first-time buyers/sellers: Information about previous real estate experience and additional support needed

What schedules should be included in a Real Estate Intake Form?

1. Schedule A - Identification Documents: Checklist and copies of required identification documents for FINTRAC compliance

2. Schedule B - Property Photos: For sellers: Recent photographs of the property and notable features

3. Schedule C - Financial Documentation: Checklist of required financial documents, such as proof of funds or pre-approval letters

4. Appendix 1 - Property Disclosure Statement: For sellers: Detailed disclosure of property condition and known issues

5. Appendix 2 - Service Agreement Terms: Standard terms and conditions for the real estate services

6. Appendix 3 - Privacy Policy: Detailed privacy policy and information handling procedures

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

Cost

Free to use

Relevant legal definitions

Clauses

Relevant Industries

Real Estate

Property Development

Property Management

Financial Services

Legal Services

Construction

Commercial Property

Residential Property

Property Investment

Real Estate Technology

Relevant Teams

Real Estate Operations

Legal

Compliance

Sales

Customer Service

Documentation

Risk Management

Marketing

Business Development

Administrative Support

Relevant Roles

Real Estate Agent

Real Estate Broker

Property Manager

Compliance Officer

Legal Counsel

Real Estate Administrator

Sales Manager

Transaction Coordinator

Business Development Manager

Customer Service Representative

Real Estate Marketing Manager

Documentation Specialist

Risk Assessment Officer

Real Estate Operations Manager

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What is a Real Estate Intake Form?

What sections should be included in a Real Estate Intake Form?

What sections are optional to include in a Real Estate Intake Form?

What schedules should be included in a Real Estate Intake Form?

Authors

Alex Denne

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