All About You

At Uprise Real Estate Partners, we are relationship-focused.
Help us learn more about you by competing the All About You form below.

I am a:*
- Current Client
- Prospect
- Business Professional
- Family/Friend
- Other
My Uprise Agent is:*
If Other Uprise Agent, please provide their name*
Adult(s)
Number of adults*
How many adults are you adding to this All About You form?
Adult #1
Name*
First Last
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Mobile Phone#*
Home Phone#
Work Phone#
Birthday*
Month
Day
Year
Wedding Anniversary Date
Month
Day
Year
Current Employer*
Employment Industry*
Top 2 Favorite Restaurants*
List of Favorite Recreation/Hobbies/Special Interests*
What Are Your Dreams?*
Personal Dreams Business Dreams Income Dreams
Adult #2
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email
Mobile Phone#*
Home Phone#
Work Phone#
Birthday*
Month
Day
Year
Wedding Anniversary Date
Month
Day
Year
Current Employer*
Employment Industry*
Top 2 Favorite Restaurants*
List of Favorite Recreation/Hobbies/Special Interests*
What Are Your Dreams?*
Personal Dreams Business Dreams Income Dreams
Adult #3
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email
Mobile Phone#*
Home Phone#
Work Phone#
Birthday*
Month
Day
Year
Wedding Anniversary Date
Month
Day
Year
Current Employer*
Employment Industry*
Top 2 Favorite Restaurants*
List of Favorite Recreation/Hobbies/Special Interests*
What Are Your Dreams?*
Personal Dreams Business Dreams Income Dreams
Child(ren)
Number of Children*
How many children are you adding to this All About You form?
Child #1
Child's First Name*
First
Birthday*
Month
Day
Year
Child #2
Child's First Name*
First
Birthday*
Month
Day
Year
Child #3
Child's First Name*
First
Birthday*
Month
Day
Year
Child #4
Child's First Name*
First
Birthday*
Month
Day
Year
Child #5
Child's First Name*
First
Birthday*
Month
Day
Year
How Would You Rate Your Current Professional Services?
We like to recommend great professionals to our clients and network, if needed. Let us know which professionals you use and also let us know if you needed any recommendations.
I use or have used the following professional services:*
What's better than recommending professionals you already use and trust?
- CPA
- Personal Banker
- General Contractor
- Estate Planner
- Financial Planner
- Family Law / Attorney
- None of the Above
How would you rate your CPA?*
Terrible Not so great Good Very Good Excellent!
CPA Name / Company Name*
CPA Phone*
How would you rate your Personal Banker?*
Terrible Not so great Good Very Good Excellent!
Personal Banker Name / Company Name*
Personal Banker Phone*
How would you rate your General Contractor?*
Terrible Not so great Good Very Good Excellent!
General Contractor Name / Company Name*
General Contractor Phone*
How would you rate your Estate Planner?*
Terrible Not so great Good Very Good Excellent!
Estate Planner Name / Company Name*
Estate Planner Phone*
How would you rate your Financial Planner?*
Terrible Not so great Good Very Good Excellent!
Financial Planner Name / Company Name*
Financial Planner Phone*
How would you rate your Family Law / Attorney?*
Terrible Not so great Good Very Good Excellent!
Family Law / Attorney Name*
Family Law / Attorney Phone*
Do you need recommendations from Uprise for any of the following professional services?*
We have a network of professions we can refer to you.
- CPA
- Personal Banker
- General Contractor
- Estate Planner
- Financial Planner
- Family Law / Attorney
- None of the Above
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Comments
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All About You

At Uprise Real Estate Partners, we are relationship-focused.
Help us learn more about you by competing the All About You form below.

Adult(s)

Adult #1

Adult #2

Adult #3

Child(ren)

Child #1

Child #2

Child #3

Child #4

Child #5

How Would You Rate Your Current Professional Services?

Join the Uprise Email List

San Antonio Area Office

Austin Area Office

Mailing Address

All About You

At Uprise Real Estate Partners, we are relationship-focused. Help us learn more about you by competing the All About You form below.

Adult(s)

Adult #1

Adult #2

Adult #3

Child(ren)

Child #1

Child #2

Child #3

Child #4

Child #5

How Would You Rate Your Current Professional Services?

Join the Uprise Email List

Join the Uprise Email List

San Antonio Area Office

Austin Area Office

Mailing Address

At Uprise Real Estate Partners, we are relationship-focused.
Help us learn more about you by competing the All About You form below.