As a real estate agent with Park Place Realty Network, you can help make this process easier for families while also earning a referral fee from the facility for your efforts. By connecting your clients with the right place for their loved ones, throughout the U.S. not just in your licensed state, you can provide much-needed support in a time of transition, all while building trust and continuing to serve your community.

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This guide will walk you through the steps to ensure you successfully refer someone to an assisted living facility, allowing you to earn a referral fee while giving your clients the best possible care options.

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Step 1: Do Your Research with Care

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The first step in helping your clients find an assisted living facility is conducting thorough research. Many elderly individuals are unfamiliar with how to search for these types of facilities, so it’s up to you to take the lead and find reputable, local options that fit their needs.

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Here’s how to get started:

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1. Identify the Area of Interest: Begin by narrowing down the geographical area where the client or their loved one wants to be. You can do this by asking about their preferred neighborhoods or proximity to family members or friends.

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2. Use Online Tools: Head over to Google Maps and type “assisted living facility” into the search bar in the desired location. This will give you a list of nearby options.

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3. Review the Facilities: Go through the options one by one, looking at photos, descriptions, and available amenities. Pay attention to online reviews, which can provide insight into the experiences of past residents and their families. If a facility has limited or no reviews, check to see if it is a new facility or one that has been around for several years. It’s important to verify that the place has a good track record of care.

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Step 2: Confirm the Referral Fee

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Once you have identified a facility or several that seem like good options, it’s time to reach out directly to inquire about the referral process and fees. Here's how to approach this step:

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1. Make the Call: Contact the facility and explain that you are a real estate agent with Park Place Realty Network. Inform them that you are working with a client who might be interested in their services and ask about their referral fee.

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2. Confirm the Referral Fee Structure: Most facilities pay a flat referral fee for each successful placement, others will pay the first months rent without care included. This fee can vary depending on the facility, so it’s important to confirm the exact amount they are offering.

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3. Clarify the Terms: Be sure to clarify that your role is simply as a referral agent, and that Park Place Realty Network is not involved in the direct handling of the transaction. The facility should be aware that your responsibility is limited to referring clients, and you are not offering any other services like managing or overseeing the move.

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4. Get Confirmation in Writing: Before providing any personal information about your client, ensure that the facility confirms the referral agreement in writing—either through email or another formal communication method. This helps protect both you and your client.

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Step 3: Set Up the Appointment

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Once you've confirmed the referral fee and the facility has agreed to the terms, it's time to coordinate an appointment for your client.

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1. Coordinate the Meeting: Schedule a time for your client or their family members to visit the facility. It’s important to coordinate a time that is convenient for all parties involved.

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2. Provide Emotional Support: The process of selecting an assisted living facility can be an emotional experience for families. If the client is a family member or friend, feel free to offer your support by attending the appointment with them. Having a familiar face by their side during this visit can be incredibly helpful and reassuring.

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Step 4: Referral Fee Payment

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If your client decides to move forward with the assisted living facility, notify us at admin@parkplacenework.com with all the details. We can then track this referral to make sure the referral fee is paid.

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1. When the Referral Fee Is Paid: The timing of the referral fee payment can vary by facility. Some facilities pay the fee immediately after the contract is signed, while others may wait until the client actually moves into the facility.

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2. Referral Fee Split: Once we receive the referral fee, which is usually a flat fee, you would then have a 75/25% split with Park Place, with 75% going back to you on these transactions.

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Step 5: Follow-Up and Ongoing Support

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While the referral process may be complete once the contract is signed and the client moves in, your support can continue. Checking in on your client after they’ve transitioned to their new home shows that you care and strengthens your relationship with them.

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Whether you’re helping a family member find the best place for a loved one or working with a client in need of assistance, your role as a real estate agent goes beyond simply finding homes to buy or sell. By offering compassionate and knowledgeable guidance, you can make a meaningful impact on their lives during one of their most challenging transitions.

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In Conclusion

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Referring clients to an assisted living facility is a unique opportunity for real estate agents to serve their communities with care and compassion. Not only does this allow you to help individuals and families navigate an emotionally charged process, but it also offers you the chance to earn a referral fee for your efforts.

If you have any further questions or would like assistance with the referral process, please feel free to reach out to us at Park Place Realty Network. You can call us at 407-878-0607 or email admin@parkplacenetwork.com. We are here to support you as you assist your clients in finding the best care and living options.