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For agents & referral partners

A good introduction
starts here.

Have a client who needs property management? Introduce them to UPKE and give our team the context to review their property and next step.

Send a ReferralTalk With UPKE

For residential and commercial property introductions in the Charlotte area.

Make the connection

Share the details.
Keep the introduction clear.

01 / INTRODUCE

Tell Us Who You Are

Use your own name and email in the referrer fields. Add your brokerage or business name in the details if it is useful.

02 / PROVIDE CONTEXT

Describe the Property

Include the owner's name, property location, property type, timing and the management support they are considering.

03 / CONFIRM PERMISSION

Choose the Right Next Step

Let us know if the owner requested contact, you will make an introduction, or their permission has not yet been confirmed.

Send a referral

Introduce a property owner to UPKE.

Complete the referral form with your information and the property details you are authorized to share.

Only include the owner's phone or email if they have permitted you to share it with UPKE. If permission is not confirmed, describe the opportunity without private contact details.

Submitting a referral requests a review. It does not create a management agreement or establish a referral fee. Ask UPKE about any applicable program terms.

If the form does not display, open the referral form in a new tab.

Common questions

Before you refer.

Can I refer a commercial property owner?

Yes. Include the commercial property type, location and the owner's goals in the referral details so UPKE can review the fit.

What if the owner has not given permission?

Choose “Permission not yet confirmed” and leave out their private contact details. You can make an introduction after checking with the owner.

Is a referral fee included?

Contact UPKE to discuss any applicable referral program terms before relying on a fee or payment. No amount is promised by this page or by submitting the form.

Where do existing residents request help?

Use the Propertyware tenant portal for account access and property requests. The referral form is not a resident service or emergency maintenance channel.

Prefer a conversation?

Talk through the introduction first.

Call UPKE with questions about the property, the referral process or the information to include.

Call 704.659.5363