Real Estate Buyer Intake Form Template for England and Wales

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Real Estate Buyer Intake Form

I need a Real Estate Buyer Intake Form for a high-value property purchase (Â£2M+) in central London, which must include enhanced due diligence sections for international buyers and specific sections for multiple funding sources.

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What is a Real Estate Buyer Intake Form?

The Real Estate Buyer Intake Form is a crucial document in the property purchase process within England and Wales. It is typically used at the beginning of a property transaction to gather comprehensive information about the potential buyer, their requirements, and financial position. The form ensures compliance with various regulations including anti-money laundering requirements, data protection laws, and property legislation. It helps streamline the purchase process by collecting all necessary information upfront and assists professionals in providing appropriate property options and advice to buyers.

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

1. Personal Information: Basic contact details, legal name, current address, and contact preferences

2. Financial Information: Purchase budget, funding source, mortgage details, and proof of funds

3. Property Requirements: Desired property type, location, size, number of bedrooms, and specific features

4. Timeline Information: Preferred completion dates, chain status, and any time constraints

5. Identity Verification: AML compliance section including ID documentation requirements and verification process

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

1. Additional Buyers: Details of co-buyers and joint purchasing arrangements for multiple party purchases

2. Special Requirements: Accessibility needs, specific property features, or other special considerations

3. Foreign Buyer Information: Additional verification requirements and documentation for overseas buyers

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

1. Schedule 1 - Proof of Identity Checklist: Comprehensive list of acceptable ID documents and verification requirements

2. Schedule 2 - Privacy Notice: GDPR-compliant information about data processing and storage

3. Schedule 3 - Source of Funds Declaration: Template for declaring and verifying the source of purchase funds

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
Legal Services
Financial Services

Relevant Teams

Sales
Legal
Compliance
Property Management
Customer Service

Relevant Roles

Estate Agent
Property Consultant
Conveyancing Solicitor
Compliance Officer
Property Manager

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What is a Real Estate Buyer Intake Form?

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

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

Authors

Alex Denne

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