Who should take this course?

Michigan Adult Foster Care (AFC) owners, administrators, admissions coordinators, and direct care leaders who collaborate with agents or brokers for referrals and payer relationships.

How to define agent vs. broker roles, set ethical boundaries, conduct compliant outreach, document agreements, track performance with KPIs, and strengthen community referral pipelines for your AFC program.

Does this provide Michigan AFC CEU credit?

Yes. This course is offered within Direct Care Training & Resource Center, Inc.’s Michigan AFC CEU catalog and is designed to meet continuing education needs for adult foster care staff.

Do I receive a certificate?

Yes. A downloadable certificate is available upon successful completion and can be placed in your personnel or compliance files.

REP Course 104 Real Estate Professional CEUs: Mastering Agent-Broker Relationships

Mastering Agent–Broker Relationships

Build ethical, effective partnerships with referral agents and brokers to support compliant admissions and sustainable growth in Adult Foster Care. Learn roles and boundaries, outreach that meets standards, documentation basics, and performance tracking.

What You’ll Learn

Define Roles & Boundaries

Understand how agents, brokers, and placement services operate, where conflicts can arise, and how to protect resident choice and compliance.

Compliant Outreach

Craft messaging and processes that respect privacy, avoid inducements, and align with payer, licensing, and ethical standards.

Partnership Playbook

Set expectations in writing, clarify scope, and ensure documentation supports audits and internal quality review.

KPIs & Performance

Track conversion, time-to-placement, documentation accuracy, and retention to evaluate partner value and resident impact.

Course Modules

Orientation: Ethics, resident choice, and AFC compliance foundations.
Agents vs. Brokers: Services offered, common pitfalls, and safeguarding transparency.
Outreach & Intake: Scripts, checklists, documentation, and protected information handling.
Negotiation Basics: Clarifying expectations without compromising standards or clinical integrity.
KPIs & Reporting: Scorecards, feedback loops with partners, and continuous improvement.
Risk Scenarios: Red flags, conflicts of interest, and corrective actions.

Included: downloadable checklists, a sample partner expectations sheet, and a referral KPI scorecard template.

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