The Serviss Group

Tell us a little about yourself!

We’d love to learn a little more about you! Please complete the form below.

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Name (as it should appear on a contract) * Required

Nickname

Email * Required

Phone * Required

Partner's Name (as it should appear on a contract)

Partner's Email

Partner's Phone

Address * Required

Your Birthday

Partner's Birthday

What do you (and your partner if applicable) do for work?

Instagram and Facebook

Share your handles so we can connect with you there!

Children

If you have children, please share their names and birthdays

Pets

If you have pets, please share their names and types/breeds

Starbucks order

What's your go-to order at Starbucks?

Food allergies

Do you or anyone in your house have food allergies? If so, what?

Do you (or your partner) drink alcohol?

What are you and your partner's favorite treats?

Drinks, snacks, cocktails, restaurants?

What are you and your partner's favorite activities?

Hobbies, travel destinations, stores, sports teams?

Anything else you're passionate about or that you'd like us to know?

Do you have a trust?

If you plan on purchasing your property under your trust and/or interesting in learning more about trusts and TODs (transfer on death deeds), let us know!

Select the ancillary services you either currently have or are curious about learning more.

Financial planner

Tax specialist

Lender

Estate planning

Insurance

Property management

Real estate investing

1031 exchange

Reverse mortgage

Commercial real estate

Less Annoying CRM

Thanks for filling out the form! We're looking forward to getting to know you a little better.

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