Client Intake Form for Real Estate Name Name First First Last Last Current Home Address: Property Address after closing: Home Phone No. Cell Phone No. Occupation: Work Address/ Business Address Type of Residence Townhouse Condominium Detached Are you first time home buyer? Yes No Date Of Birth Is this property a matrimonial Home, after purchase? Yes No Is the property for Residential or Investment purpose? Yes No How the Title of the property to be registered (Capacity): Sole Owner Joint Tenants (with your spouse) Tenants in common What is the legal relationship according to family law Act: Not a spouse Not a matrimonial home Spouses of one Another Consenting spouse Work Address/ Business Address: Any other information Date of Birth Please attach Driving Licence Drop a file here or click to upload Choose File Maximum upload size: 516MB For Sale (ONLY) Property Tax Roll Number, Current Bill Mortgage Statement Any other Payouts, Second Mortgage etc Name/Spouse Current Home Address Property Address after closing Home Phone No. Cell Phone No. Email Occupation Submit If you are human, leave this field blank.
