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State-by-state disclosure guides for placement agencies
SeniorPathPlacement agency software

For senior placement agencies

Senior placement software that keeps families moving.

From first call to move-in to paid referral fee. One system for your whole agency.

Start your 14-day trial

No credit card required.

Work queue

Today, 8:02 AM

4 need you

  • New inquiry

    Alvarez family

    Memory care · $6,500/mo · Mesa

  • Tour debrief

    Saguaro Gardens

    Voice note transcribed to case

  • Fee due

    Move-in Sept 14

    Invoice ready · Desert Rose

  • Partner overdue

    Discharge team, Mercy West

    Last contact 21 days ago

Replace the scattered records.

  • The intake spreadsheet
  • The facility binder
  • Tour notes in text threads
  • The invoice tracker
  • The disclosure folder

Why agencies switch

Where agencies lose families and fees.

The problem

New inquiries wait too long.

SeniorPath brings website inquiries into one intake inbox and puts new families at the top of each advisor's Work queue.

  • Intake forms on your website
  • Structured care profiles
  • Overdue follow-ups flagged
See intake

New case · Alvarez family

Care levelMemory care
Budget$6,000 to $7,000/mo
PayerPrivate pay, VA pending
NearDaughter in Mesa, AZ
Decision-makerDaughter, POA
The problem

Facility knowledge leaves with your advisors.

SeniorPath matches each family against your shared facility book, with fit reasons for every community.

  • Radius search around any address
  • Private notes and contact preferences
  • Saved search evidence per case
See matching

Matches within 10 miles of Mesa

Saguaro Gardens

Memory care · 3.1 mi · in budget

92

Desert Rose Memory Care

Memory care · 6.4 mi · VA accepted

88

Palo Verde Place

Over budget by $400

71
The problem

Families go quiet after the tour.

SeniorPath turns Field Companion tour debriefs into case notes, so follow-ups pick up where the visit ended.

  • Tours on Google Calendar
  • Voice or typed debriefs
  • Family comparison links with version history
See tours and family sharing

Tour debrief · Saguaro Gardens

1:42 voice note · transcribed

Mom liked the courtyard and the activity room. Daughter asked about night staffing and whether the second-floor unit opens up in October.

Follow-up draftedOpen draft
The problem

Referral partners drift between calls.

SeniorPath puts overdue partners in the Work queue, so your advisors know who to call next.

  • Partner tiers and owners
  • Seasonal outreach per partner
  • Revenue by referral source
See the partner playbook

Referral sources · last 12 months

Mercy West discharge team7 move-ins · $29,400
Dr. Chen, geriatrics4 move-ins · $16,800
Past families3 move-ins · $12,600
Valley SNF social workOverdue 21 days
The problem

Fees slip through the cracks.

SeniorPath creates the referral fee record at move-in, keeping each invoice tied to the right placement.

  • Saved community contract terms
  • Payments through your Stripe account
  • Placement-level clawback tracking
See fees and payments

Placement fee · Alvarez

CommunitySaguaro Gardens
Fee basis100% of first month
Invoice$6,200 · paid Sept 28
QuickBooksSynced
Clawback windowEnds Dec 13

Disclosures need a paper trail.

SeniorPath sends state-specific disclosure packs for e-signature and keeps a timestamped audit trail on each case.

See compliance

Stop chasing advisors for updates.

SeniorPath shows placement outcomes and revenue by referral source, so you can see where cases stall.

Take the product tour

SeniorPath Assist

Less prep between family calls.

SeniorPath Assist turns case context into briefings and follow-ups, so your advisors spend less time piecing together notes.

Your morning briefing

Know which cases need attention.

Why this community

See fit reasons for each match.

Notes from tours

Voice debriefs land on the case.

Follow-ups from case notes

Family emails start with the context.

See SeniorPath Assist

Pricing

Choose a plan for your agency.

Both plans include SeniorPath Assist with no usage meters.

Compare plans and payment fees

Solo

$199/mo

One owner working alone

For one owner working independently.

Agency

$349/mo

Unlimited seats with no per-user fees

For teams placing across territories.

Who is SeniorPath for?

Senior placement and referral agencies, from solo advisors to multi-advisor teams.

What does it cost?

Solo and Agency plans include a 14-day free trial, no credit card required. Online payments carry a separate SeniorPath application fee plus variable Stripe processing fees.

Does it work with the tools we already use?

Personal Gmail or Outlook sending requires provider approval and a connected mailbox; mailbox activity stays on the case. Sending is one-to-one, not campaigns.

Which calendar does SeniorPath support?

Tours use Google Calendar. Outlook Calendar is not supported.

How do payments and accounting connect?

Your agency onboards its own Stripe account and remains merchant of record. QuickBooks Online sync requires a connection and mappings.

Does SeniorPath Assist send emails automatically?

No. Help me write generates a draft on request; nothing sends itself.

What do facility matches show?

Fit reasons support advisor review; private agency notes stay internal. SeniorPath does not verify vacancy or pricing in real time.

Where do inspection alerts work?

Inspection alerts cover supported state registries. Google ratings are stored snapshots, not live.

Does SeniorPath give legal advice?

SeniorPath does not give legal advice or guarantee compliance. Its compliance workflow keeps state disclosures and signatures on the case.

Senior placement agency software

Move with confidence.

Start a 14-day free trial. No credit card required.

Start your trial

Still have questions? Contact us