Real Estate Client Intake Form Template for Philippines

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Real Estate Client Intake Form

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Real Estate Client Intake Form

"I need a Real Estate Client Intake Form for our Manila-based agency that specifically caters to foreign investors looking to purchase commercial properties, with enhanced due diligence sections and comprehensive financial disclosure requirements to ensure compliance with Philippine foreign ownership regulations."

Document background

The Real Estate Client Intake Form serves as an essential initial document in the Philippine real estate transaction process, designed to capture comprehensive information about potential clients and their property requirements. This standardized form ensures compliance with Philippine regulations, including the Real Estate Service Act (RESA) and Data Privacy Act, while facilitating efficient client screening and property matching. The document is typically used at the first point of contact with potential clients, whether they are looking to purchase, rent, or invest in property. It includes sections for personal information, financial capacity assessment, property preferences, and necessary legal declarations, all tailored to meet Philippine real estate practice requirements. The form helps real estate professionals maintain proper documentation and conduct necessary due diligence while establishing clear communication channels with their clients.

Suggested Sections

1. Personal Information: Basic client details including full legal name, contact information, citizenship, and government-issued IDs

2. Contact Preferences: Client's preferred methods and times of communication

3. Property Interest Details: Specific requirements for desired property, including type, location, budget range, and intended use

4. Financial Information: Details about funding source, proof of income, and financial capacity

5. Employment Information: Current employment status, employer details, and length of employment

6. Property Requirements: Specific features, amenities, and requirements for the desired property

7. Timeline: Expected timeframe for property purchase/rental and move-in dates

8. Prior Real Estate Experience: History of previous property transactions or rentals

9. Data Privacy Consent: Client's acknowledgment and consent for data collection and processing under the Data Privacy Act

10. Declaration: Client's declaration that all provided information is true and correct

Optional Sections

1. Foreign Ownership Details: Additional information required for foreign buyers regarding visa status and compliance with foreign ownership restrictions

2. Corporate Entity Information: For corporate clients, including company registration details, authorized representatives, and corporate documents

3. Co-Buyer Information: Details of co-buyers or co-applicants if the property will be jointly owned

4. Property Management Requirements: For investors seeking property management services

5. Mortgage Pre-Approval: Information about existing mortgage pre-approval or preferred lenders

6. Special Requirements: Any specific requirements related to religious, cultural, or personal preferences

Suggested Schedules

1. Schedule A - Required Documents Checklist: List of required documents for identity verification, financial capacity proof, and other necessary documentation

2. Schedule B - Privacy Policy: Detailed privacy policy and data protection measures in compliance with the Data Privacy Act

3. Schedule C - Terms and Conditions: General terms and conditions of the real estate service engagement

4. Schedule D - Fee Schedule: Breakdown of applicable fees and payment terms

5. Schedule E - Foreign Ownership Guidelines: Summary of relevant laws and restrictions regarding foreign ownership of real estate in the Philippines

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

Construction

Investment

Commercial Real Estate

Residential Real Estate

Hospitality

Relevant Teams

Sales

Legal

Compliance

Client Relations

Property Management

Documentation

Business Development

Administration

Operations

Relevant Roles

Real Estate Agent

Property Manager

Real Estate Broker

Sales Director

Client Relations Manager

Compliance Officer

Legal Counsel

Property Consultant

Real Estate Administrator

Sales Manager

Business Development Manager

Document Controller

Real Estate Transaction Coordinator

Find the exact document you need

Pt Intake Form

A Philippine-compliant physical therapy intake form for collecting patient information, medical history, and treatment consent under local healthcare regulations.

How Genie AI reduced drafting time by 75% for a legal firm

Let's create your Real Estate Client Intake Form

Authors

Alex Denne

Find the exact document you need

Pt Intake Form

Hypnosis Intake Form

Veterinary Patient Intake Form

Seller Intake Form (Real Estate)

Massage Client Consultation Form

Mediation Intake Form

Health Coach Intake Form

Basic Intake Form

Computer Repair Intake Form

Yoga Intake Form

Naturopathic Intake Form

Event Intake Form

Chiropractic Patient Intake Form

Legal Intake Form

Event Planning Client Intake Form

Nutrition Intake Form

Project Intake Form

Massage Form

General Intake Form

Therapy Intake Form

Real Estate Lead Intake Form

Real Estate Client Intake Form

Program Intake Form

Phone Intake Form

Marketing Client Intake Form

Intake Referral Form

Initial Intake Form

Client Intake Assessment Form

Nonprofit Intake Form

Financial Coaching Intake Form

Virtual Assistant Intake Form

Massage Client Intake Form

Home Care Intake Form

Case Intake Form

Referral Intake Form

Biopsychosocial Intake Form

Wellness Intake Form

Real Estate Buyer Intake Form

Marriage Counseling Intake Form

Financial Intake Form

Consulting Intake Form

Case Management Intake Form

Order Intake Form

Bookkeeping Client Intake Form

Salon Client Intake Form

Creative Intake Form

Esthetician Client Intake Form

Client Intake Form

Lead Intake Form

Employment Intake Form

Vendor Intake Form

Intake Assessment Form

Clinical Intake Form

Procurement Intake Form

Patient Intake Form

Download our whitepaper on the future of AI in Legal

Genie’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Commercial

Employment

IP

Administration

Finance

R&D

Use Cases