Help me find the right home for you — the more you share, the finer the match.
Andrew Howell, REALTOR® · Keller Williams Realty · DRE #02389041
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01
Your Contact Info
02
The “Why” — What’s Driving the Move
What’s prompting your move? (check all that apply)
Is this purchase a need or a want?
How ready are you to offer if the right home appears this week? (1 = just looking, 10 = ready now)
03
Financing
I don’t give lending advice — but knowing where you stand helps me plan. I’m glad to refer you to licensed lenders.
How are you planning to purchase?
If financing, are you pre-approved with a lender?
04
Budget
How do you feel about a home that needs work?
05
Property Type & Size
Property type:
Stories:
Parking / garage needs:
Lot preference:
06
Must-Haves — Your Non-Negotiables
Try to keep this to your five to seven true dealmakers. If everything is a must-have, nothing is.
07
Nice-to-Haves — Wish List & Tiebreakers
08
Dealbreakers — Your Hard No’s
A note on land-lease: some valley homes sit on leased land rather than owned land — it can affect financing and cost. I’ll flag it and point you to your lender or attorney on the details.
09
Location & Lifestyle
Cities on your radar (check all that interest you):
This home will be your:
Proximity priorities (check what matters to you):
How do you feel about HOA communities?
10
Desert Realities — A Few Local Heads-Ups
Are you prepared for summer cooling costs & pool upkeep?
Solar preference:
Short-term rental plans?
STR rules vary by city and HOA and change often — I’ll help you check the current rules with the city and the right professionals.
11
For Investors — Skip if This Isn’t You
Investment strategy:
Management:
Any 1031 exchange in play?
For returns, tax strategy, and 1031 timing, I’ll point you to your CPA or financial advisor — I bring the property and the market data, they run the numbers.
12
Your Top Five Priorities — Ranked
When budget won’t fit everything — and it rarely does — this is our compass. What matters most?
1.
2.
3.
4.
5.
If I found a home that hit your top 3 but missed the other two, would you want to see it?
Anything Else I Should Know
ANDREW HOWELL, REALTOR® · 760-835-8454 47100 Washington St #101, La Quinta, CA 92253
AGHowell.kw.com
This form is a working intake tool, not legal, tax, or financial advice. Please consult licensed professionals for lending, tax, and legal questions.
