Facility Team
Connect families with the right senior-care facility.
The Facility Team identifies and builds relationships with independent living, assisted living, memory care, specialty care, hospice, and respite facilities. You'll learn how to qualify each facility, handle objections, and submit clean leads.
Levels of care
Learn the differences between independent living, assisted living, memory care, and more.
Qualify & log
Capture availability, payment sources, and fit for every facility you contact.
Compliance & sensitivity
Protect privacy and handle vulnerable-adult conversations with care.
Your training track
11 modules — self-paced, with a quiz after each one.
- Module 1Welcome & OverviewMeet the senior-care mission and understand your role as a facility sourcer.
- Module 2Who We Serve — Levels of CareLearn the differences between independent living, assisted living, memory care, specialty care, hospice, and respite.
- Module 3How Care Gets Paid ForUnderstand payment sources and how to confirm a facility accepts them.
- Module 4Finding and Approaching FacilitiesWhere leads come from and how to start conversations.
- Module 5Scripts & Objection HandlingCare-specific scripts for cost, timing, and competition.
- Module 6Compliance & SensitivityProtecting vulnerable adults and handling difficult conversations.
- Module 7Your In-Portal FormsHow to submit leads, file daily reports, and report issues.
- Module 8The Emails Your Leads ReceiveFacilities do not receive automated emails, but families do. Learn what families see.
- Module 9Your Daily LogThe end-of-day report is your log of record — no outside spreadsheet.
- Module 10Organization & Tracking Your Own StatsDaily routine, follow-up cadence, and reading your numbers.
- Module 11Getting Paid & Platform ToolsPayment rules, referral links, and certificate requirements.
Finish, then get certified
Pass each quiz at 80% or above, complete role-plays, and download your completion certificate.
Helping families directly? See the Care Client Team track