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Real Estate Buyer Intake Form Template for Netherlands

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Key Requirements PROMPT example:

Real Estate Buyer Intake Form

"I need a Real Estate Buyer Intake Form for a standard residential property purchase in Amsterdam, compliant with Dutch law, that includes sections for first-time buyers and mortgage pre-approval requirements."

Document background
The Real Estate Buyer Intake Form is a crucial document used in the initial stages of property purchases in the Netherlands. It serves as the primary tool for collecting comprehensive information about prospective buyers, their financial position, and property requirements. This document is essential for real estate professionals to assess buyer eligibility, comply with Dutch anti-money laundering regulations (Wwft), and ensure alignment with client needs. The form includes sections for personal information, financial details, property preferences, and various declarations required under Dutch law. It is designed to facilitate compliance with Dutch property law while streamlining the information-gathering process for all parties involved in the transaction. The document is particularly important in the Dutch market where property transactions are highly regulated and require detailed documentation from the outset.
Suggested Sections

1. Personal Information: Collection of buyer's identification details, contact information, and current address in compliance with GDPR and Wwft requirements

2. Employment and Income: Details about current employment status, income sources, and employment history relevant for mortgage qualification

3. Financial Position: Overview of assets, liabilities, current properties owned, and other financial commitments

4. Property Requirements: Specific details about the type of property sought, preferred locations, and key features required

5. Purchase Budget: Information about available funds, required financing, and budget constraints

6. Timeline and Conditions: Preferred timeline for purchase, special conditions, and any specific requirements for the transaction

7. Prior Experience: Information about previous property purchases and familiarity with Dutch real estate market

8. Professional Support: Details about other professionals involved (mortgage advisor, real estate agent, etc.)

9. Declaration Section: Statement of truth and accuracy of provided information, with date and signature fields

Optional Sections

1. Co-Buyer Information: Additional section for collecting personal and financial information of co-buyers, if applicable

2. Business Information: For self-employed buyers, additional section for business financial information and company details

3. Foreign Income/Assets: Special section for buyers with international income sources or assets

4. Mortgage Pre-Approval: Section for existing mortgage pre-approval details or preferred mortgage terms

5. Special Requirements: Section for any special circumstances like disability accommodations or specific property requirements

6. Investment Property: Additional section for buyers intending to purchase for investment purposes, including rental plans

Suggested Schedules

1. Document Checklist: List of required documents to be submitted with the intake form

2. Privacy Notice: Detailed information about how personal data will be processed and stored

3. Authorization Form: Form for authorizing credit checks and information verification

4. Income Verification Documents: List of acceptable documents for income verification

5. Identity Verification Requirements: Specifications for identity verification documents

6. Terms and Conditions: General terms and conditions for the intake process and service provision

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions



































Clauses
























Relevant Industries

Real Estate

Financial Services

Legal Services

Property Development

Banking

Insurance

Property Management

Professional Services

Relevant Teams

Real Estate

Legal

Compliance

Finance

Customer Relations

Administration

Risk Management

Property Services

Client Services

Documentation

Relevant Roles

Real Estate Agent

Mortgage Advisor

Property Consultant

Legal Counsel

Compliance Officer

Financial Advisor

Property Manager

Real Estate Transaction Coordinator

Client Relations Manager

Real Estate Portfolio Manager

Housing Consultant

Notary

Legal Assistant

Real Estate Administrator

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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