Senior placement agency software
Stop losing inquiries in email
SeniorPath turns website inquiries into structured cases so your advisors can follow up sooner.
From inquiry to move-in
Keep the case moving
Inquiries wait while your advisors are on tours. SeniorPath puts new families and overdue follow-ups at the top of the Work queue.
Intake
Built into your workflow
- Hosted or embedded intake forms
- Custom care profile questions
- Structured answers on each inquiry
- Possible duplicate flags
- Care profiles carried into matching
Common questions
- Can forms live on our website?
- Yes. SeniorPath provides a hosted link or an embedded form for your agency website. Both send submissions to the same intake inbox, so advisors do not have to gather answers from separate emails.
- What can an intake form capture?
- Custom questions capture care needs, budget and move-in timing. The case also holds location and the decision-maker, giving the next advisor the context behind the inquiry.
- What if a family contacts us twice?
- The inquiry inbox flags possible duplicates and keeps the existing case visible. That helps your team spot a returning family before creating another client record.
- What happens after submission?
- The family's answers arrive structured in the intake inbox. Once an inquiry becomes a client, its care profile carries into matching and family sharing without starting a second assessment.
- Where do advisors see follow-ups?
- The Work queue surfaces new families and overdue follow-ups. Your advisors can see which cases need attention without searching through their inbox for the last conversation.
SeniorPath free trial
Bring your next case into SeniorPath
Try SeniorPath free for 14 days. No credit card required.