Real Estate Professionals Collaboration & Referral Roundtable
Build value beyond the transaction.
with Dr. Teresa R. Martin, Esq. — Real Estate Attorney, Licensed Broker, Founder of REIA NYC
Seats are limited so every attendee gets time to speak.
Four professionals. One client. Four conversations that never connect.
Your clients move through the homeownership journey touching a different expert at every stage. Those experts almost never talk to each other — and the client pays for it.
Housing counselor
Stabilizes the borrower's credit and budget.
Mortgage professional
Structures the loan that gets them approved.
REALTOR® / broker
Finds the property and gets them to closing.
Credit counselor
Keeps them stable long after the keys change hands.
On July 29, we put all four in the same room.
What you'll leave with
Ninety minutes of working discussion, not a slide deck.
A wider referral network
Practical approaches to building referral relationships across housing, lending, legal, counseling, and investment communities.
Value beyond the transaction
How to move from one-off deals to lasting professional relationships that keep sending you business.
Actual contacts
You will introduce yourself. You will meet the other professionals on the call. You leave with names, not just notes.
This is a roundtable, not a webinar.
We are hosting this as a Zoom Meeting, not a broadcast, on purpose. Collaboration does not happen when everyone is muted.
- Cameras on. Brief introductions from every attendee.
- Open discussion — ask questions, answer them, disagree.
- Time built in to connect with the professionals you want to work with.
Who's in the room
If you serve consumers anywhere along the homeownership journey, you belong here.
Dr. Teresa R. Martin, Esq.
Real Estate Attorney · Licensed Real Estate Broker · Wealth Strategist · Founder, REIA NYC — Real Estate Investors Alliance
Dr. Martin works at the intersection of law, real estate, and capital — the exact place where your clients get stuck. She advises real estate agents, brokers, entrepreneurs, and investors on structure, capital, and execution.
She is leading this roundtable because she believes real estate professionals build more durable businesses through collaboration than through competition — and that the professionals who serve the same client should know each other's names.
"Now. You. Can. Structure. Capital. Execution."
Continuing education credit
Attend at no cost. Add the CEU if you need the credit.
Attend the roundtable
Open to all participants. No membership or certification required. Register and join.
Add CEU credit
Counts toward the 16 CEUs required for NACCC certification renewal. Purchase at registration.
Check your certification expiration date and completed continuing education at sfccpnetwork.org. There are no extensions on expiration dates.
Referral relationships shouldn't end at 4:30.
Certified counselors are eligible for complimentary Certified Counselor Membership with the Society for Financial and Career Consulting Professionals — a referral-based network of active counselors and coaches across credit, financial, career consulting, and counseling.
- Directory entry
- Access to the member forum
- Committee participation
- Preferred pricing for conferences and events
- Your certificate, expiration date, and completed CE programs
Register at sfccpnetwork.org under My Account, open the Membership Information tab, add Certified Counselor Membership to your cart, and enter code frvrcc23 at checkout to bypass payment.
Claim your free membership