The Real Estate Lead Intake Form serves as an essential tool for real estate professionals operating in the Canadian market to collect, organize, and manage information about potential clients. This document is typically used during the initial contact phase with prospective buyers or sellers, gathering crucial information about their property preferences, financial readiness, and communication preferences. The form is designed to comply with Canadian federal privacy laws (PIPEDA) and provincial real estate regulations, ensuring proper handling of personal information while facilitating efficient lead qualification and management. It includes sections for basic contact information, property requirements, financial status, and necessary consent forms, helping real estate professionals better understand and serve their potential clients' needs.
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1. Personal Information: Collection of basic contact details including name, phone, email, and preferred contact method, with privacy notice and consent
2. Current Living Situation: Details about current residence status (renting/owning) and reason for moving
3. Property Requirements: Essential criteria including property type, preferred locations, budget range, and desired timeframe
4. Financial Information: Basic financial qualification questions including buying readiness and financing status
5. Property Preferences: Specific features and amenities desired in the property
6. Communication Preferences: Preferred times and methods for contact, frequency of updates
7. Privacy Statement: PIPEDA-compliant privacy notice explaining how collected information will be used and protected
8. Authorization: Consent section for information collection and future communications
1. Mortgage Pre-Approval: Additional section for leads who have already been pre-approved for a mortgage, including lender details and approval amount
2. Property to Sell: Section for leads who need to sell their current property, including current property details and timing considerations
3. Investment Property: Additional questions specific to investment property buyers, including investment goals and experience
4. Real Estate Agent Relationship: Section to disclose if the lead is currently working with other agents
5. Special Requirements: Section for accessibility needs or specific accommodation requirements
1. Schedule A - Privacy Policy: Detailed privacy policy explaining data collection, storage, usage, and security measures
2. Schedule B - Terms of Service: Terms governing the relationship between the real estate agent/broker and the potential client
3. Schedule C - Consent Forms: Additional consent forms for specific communications or data sharing purposes
Relevant legal definitions
Personal Information
Lead
Property Requirements
Pre-Approval
Buyer
Agent
Brokerage
Consent
Marketing Communications
Property Type
Budget Range
Timeframe
Privacy Notice
Authorization
Confidential Information
Contact Information
Preferred Communication Method
Real Estate Services
Investment Property
Market Value
Purchase Price
Down Payment
Mortgage
Commercial Use
Residential Use
Lead
Property Requirements
Pre-Approval
Buyer
Agent
Brokerage
Consent
Marketing Communications
Property Type
Budget Range
Timeframe
Privacy Notice
Authorization
Confidential Information
Contact Information
Preferred Communication Method
Real Estate Services
Investment Property
Market Value
Purchase Price
Down Payment
Mortgage
Commercial Use
Residential Use
Clauses
Privacy and Data Protection
Consent and Authorization
Information Collection
Use of Information
Disclosure and Sharing
Communication Preferences
Marketing Consent
Confidentiality
Representation
Electronic Communications
Information Accuracy
Withdrawal of Consent
Third-Party Disclosure
Data Storage
Information Access
Information Update
Terms of Use
Legal Compliance
Consent and Authorization
Information Collection
Use of Information
Disclosure and Sharing
Communication Preferences
Marketing Consent
Confidentiality
Representation
Electronic Communications
Information Accuracy
Withdrawal of Consent
Third-Party Disclosure
Data Storage
Information Access
Information Update
Terms of Use
Legal Compliance
Relevant Industries
Real Estate
Property Management
Legal Services
Financial Services
Property Development
Real Estate Investment
Professional Services
Relevant Teams
Sales
Marketing
Client Relations
Lead Generation
Administration
Compliance
Business Development
Customer Service
Operations
Relevant Roles
Real Estate Agent
Real Estate Broker
Property Manager
Sales Manager
Marketing Coordinator
Client Relations Manager
Lead Generation Specialist
Real Estate Assistant
Compliance Officer
Business Development Manager
Real Estate Administrator
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