
Referral partners
For people whose job is to send a client to a housing process they can inspect in writing. Read the process, keep the recordings, and leave medical and legal decisions in your lane.
Direct answer
Referral partners—hospital discharge planners, occupational and physical therapists, VA loan officers, elder law attorneys, and accessibility contractors—can inspect the housing process in writing, keep dated shortlists and recordings, and leave medical and legal decisions in their own lane.
hospital discharge planner housing referral · occupational therapist home search Las Vegas · VA loan officer feature sheet · elder law housing handoff
Who are the referral partner types?

Hospital discharge planners
A patient needs a different unit before a stair-only house becomes the reason for a bounce-back. Housing search is not in the discharge timeline.
What we handle
- Virtual tours while the patient is still admitted or in rehab
- Feature sheets that a case manager can file without a site visit
- A shortlist timed to a realistic discharge window
Handoff
Send the patient's location constraints and required features (or ask us to take the intake). We return a dated shortlist and recordings. You keep medical decisions; we keep the housing logistics.

Occupational and physical therapists
Home evaluations describe barriers in a house the client already has. Buying the next house without those barriers is a different workflow, and most listing photos hide door widths.
What we handle
- Measurements aligned to the same categories used in a home eval
- Video of the arrival route, bathroom, and kitchen on request
- Scheduling in-person visits only after the remote pass
Handoff
Share the eval's environmental limits (with client consent). We map them onto the feature glossary and send listings that already match, plus the ones that fail and why.

VA loan officers
SAH and SHA are grant programs, not a line item most purchase files already know how to sequence. Clients get sent to agents who then discover stairs on the first showing.
What we handle
- Early remote screening so a pre-approval is not spent on a stair-only plan
- A written feature sheet a processor can attach to the file
- PLACEHOLDER: SAH/SHA pairing steps pending source-verified grant rules
Handoff
Introduce the veteran (with consent). We run intake and remote tours, then coordinate showing dates with your underwriting calendar. Grant dollar amounts are not quoted from this site.

Elder law attorneys
A sale or purchase timed to a conservatorship, a Medicaid plan, or a move from a two-story house can stall if the next unit fails a basic access check after the client has already traveled.
What we handle
- Remote documentation counsel can keep in the file
- Fewer in-person trips for the client
- Feature language that describes the building, not the person
Handoff
Send the timeline and any court or trustee constraints that affect showing access. We report in writing. We do not give legal advice.

Accessibility and remodeling contractors
Bids written after a client falls in love with a listing that cannot take a 36-inch door or a roll-in shower waste everyone's calendar.
What we handle
- Pre-purchase video of the walls, floors, and wet rooms that would be in a bid
- A pass/fail on required features before you roll a truck
- Introductions only on listings that survived the remote screen
Handoff

If a modification is the path, we send stills and measurements first. You decide whether the structure supports the work. We do not mark up contractor invoices.
Key facts
- Partner types: discharge planners, OT/PT, VA loan officers, elder law, contractors
- Deliverables: remote tours, feature sheets, dated shortlists
- Partners keep clinical or legal decisions; this practice keeps housing logistics
- Handoff starts with location constraints and required features
Frequently asked questions
How does a discharge planner hand off a housing search?
Send location constraints and required features, or ask for intake. The return is a dated shortlist and recordings. Medical decisions stay with the clinical team.
What do occupational therapists receive?
Measurements aligned to home-evaluation categories, optional video of arrival route, bathroom, and kitchen, and in-person visits only after the remote pass.
Do you quote SAH or SHA dollar amounts to loan officers?
No. Grant amounts are not quoted from this site. Early remote screening and written feature sheets are what attach to the purchase file.
When should a remodeling contractor get involved?
After pre-purchase video and measurements show whether required features or wall blocking can support the work—before a truck rolls for a listing that cannot take the adaptation.