Solo or Agency

Your cases. Your fees. One agency workspace.

SeniorPath software keeps cases and fees connected for solo senior placement advisors and agency teams.

Solo

For one owner working independently.

$1,990/ year

Billed annually, save 17%

One owner working alone

Placement pipeline from inquiry to move-in
AI drafting for outreach, follow-ups, and family updates
AI matching and self-serve imports
Compliance vault: disclosures, agreements, audit trail
Baseline disclosure and state conduct safeguards
Facility intelligence with ratings and fit matching
Tour scheduling and family-ready comparison sheets
Referral-partner CRM with outreach cadences
Gmail sync with automatic email logging
Unlimited clients, contacts, and placements

For teams

Agency

For teams placing across territories.

$3,490/ year

Billed annually, save 17%

Unlimited seats with no per-user fees

Everything in Solo
Unlimited seats on one flat price
Team pipeline views and clean handoffs
Agency-wide analytics: conversion, referral ROI, response times
Regulatory Watchtower and Compliance Assistant
Credential renewals, NPRA agency scoring, and audit packets
Priority support and guided onboarding
Data migration from spreadsheets or your current CRM

Plan details

14-day free trial, with no credit card required

Cancel anytime; export your data whenever you want

AI features included with no usage meters or add-on packs

Published prices for both plans, with no sales call required

Compare plans

Solo vs Agency

Features included in the Solo and Agency plans
Feature	Solo$1,990 / year	Agency$3,490 / year
Team
Seats	1 owner	Unlimited
Team invitations, roles and handoffs
Placements
Unlimited clients, contacts and placements
Placement pipeline from inquiry to move-in
Facility matching with ratings and fit reasons
Tour scheduling and family comparison links
Referral partner CRM with outreach cadences
Gmail and Google Calendar sync
AI drafting and matching
Self-serve CSV imports
Payments and revenue
Placement invoices from the move-in
Online card and bank payments through your Stripe account
QuickBooks Online reconciliation
Agency-wide analytics: conversion, referral ROI and response times
SeniorPath fee on online payments	0.4%	0.1%
Compliance
Compliance vault: disclosures, agreements and audit trail
State disclosure and conduct safeguards
Regulatory Watchtower
Compliance Assistant
Credential renewals
NPRA agency scoring and audit packets
Support
Priority support and guided onboarding
Data migration from spreadsheets or your current CRM

Invoice access follows member permissions. See team roles

Payments included in both plans

Keep referral fees from slipping away

Invoice from the move-in

A move-in creates the fee record with the community's terms, ready to invoice.

Get paid online

Communities and families pay by card or bank transfer from the invoice link. Money lands in your agency's Stripe account.

Track your referral fees

Keep fees and clawbacks tied to the placement, with QuickBooks Online reconciliation.

Your agency owns the connected Stripe account that online payments run through and is merchant of record. Stripe processing fees vary. SeniorPath charges a separate application fee on online payments: 0.4% on Solo, 0.1% on Agency. Offline payments carry no fee. See invoicing

Senior placement agency software

Bring your agency into one view

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

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Still have questions? Contact us