Leave this field blank This Property Client Intake Form facilitates the gathering of your information to be used in conjunction with your contract(s) of purchase and sale and will be customized depending upon your current requirements. Many of the questions have helpful hints as to how they can best be answered. Please begin selecting from the following all that apply to you: Buying residential real property in B.C. Selling residential real property in B.C. Refinancing residential real property in B.C. First name Last name Contact Number Civic Address of Purchased Property Street Address (including postal code)/ City / Province: Purchase Price of the Property (Net of any GST) Dollars (CND) Property Considerations (Please check all that apply) * Note that the scope of our practice does not currently include co-op, manufactured home, float home, commercial property, or First Nations Land conveyance. Vacant Land (lot only) Detached Housing Strata Titled New Construction Vancouver City, UBC or SFU Leasehold Ownership Other, as set out in notes below Primary Intended use of property Please check all that apply if your property has more than one living unit. Primary Residence Vacation home/ Second Residence Revenue Property/ suite (Existing Tenants to remain) Revenue property /suite (New Tenants to be placed) Remain Vacant for now, Extensive renovations To be demolished for new construction Other How can we reach your Realtor (Name/ Number) Name / Number/ Email: How many Buyers are to be registered as owners on title to the property? Remember, all who are registered as an owner on title will be required to make a LOTA Declaration and must also be a borrower on any mortgage of the property. (Please select the appropriate number) One Two Three Four Other Will your purchase be financed with a mortgage of This Property? If so, please ensure that your mortgage professional has been given our name and particulars so the lender's mortgage instructions can be forwarded to us without delay. Yes No Will your purchase be financed with a mortgage of ANOTHER property? If so, please complete a Property File starter for that Refinancing matter and ensure that your mortgage professional has been given our name and particulars so the lender's mortgage instructions can be forwarded to us without delay. Yes No Completion Month Choose January February March April May June July August September October November December Completion Day Day Questions/comments or additional information you would like to advise us about Primary Contact Person (Probably You) Who is the most knowledgeable or available CLIENT to field our questions and receive updates on your file? As knowledgeable as your Realtor might be, we are looking here for the client who will be the point person on your file. Preferred Email Address of Primary Contact Person Enter Email Confirm Email Secondary Email, if any, to be included on correspondence/ documentation Secondary Email Confirmation Do you require additional paper hard copies? In our efforts to reduce paper waste, our standard practice is to provide you with emailed copies of signing documentation for preview in advance of your appointment and then of post-closing reporting correspondence. Most clients these days prefer to retain information electronically and may print pages at their own discretion. Other clients, however, would prefer a hard copy package to be provided which we are also pleased to accommodate. No, thank you. I can print them myself if needed. Yes, please add$30 (for purchase/mortgage files) and / or $20 (for sale files) to my account to cover copy and postage costs to receive a hard copy printed package. I am over 75 years of age and request a complementary hard copy printed package. Send