For placement agency operators
Senior placement software that connects the case
SeniorPath connects each inquiry to its referral fee so your agency keeps cases moving without losing history between tools.
The category
Built around the move-in
Separate records make handoffs harder and fees easier to miss.
SeniorPath keeps the family case connected through move-in, so your advisors do not have to piece it together.
For families: choosing a local senior placement advisor.
Where agencies lose time
Built around the costly gaps
New inquiries wait
Published intake forms feed your Work queue, so new families reach your advisors without another handoff.
Facility knowledge scatters
A shared facility book keeps your agency's knowledge together. Matching explains each result and saves the search with the case.
Families go quiet
Google Calendar tours and Field Companion debriefs stay on the case, with a comparison link to help families decide.
Referral partners drift
The partner book flags overdue contact so advisors know which referral relationships need attention.
Referral fees slip
Community terms flow into the move-in fee record, ready to invoice and collect against the right placement.
Rules vary by state
State-based disclosure packs and e-signatures leave a timestamped trail, so records are ready when your agency needs them.
Owners lose visibility
Pipeline analytics connect inquiries to move-ins, so owners see where cases stall without asking every advisor.
Agency reporting
See the agency, not separate spreadsheets
- Pipeline: Inquiry-to-move-in conversion.
- Referral sources: Revenue by source.
- Cash: Fees and clawbacks.
- Access: Role-based billing permissions.
Take a closer look
Explore the placement workflow
Intake
Stop losing inquiries in email
SeniorPath turns website inquiries into structured cases so your advisors can follow up sooner.
Explore intakeFacility matching
Build shortlists without starting over
SeniorPath ranks community matches and saves the reasons behind each shortlist with the case.
Explore facility matchingFamily sharing
Keep families engaged after tours
SeniorPath gives families a clear community comparison link, with tour notes kept on the case.
Explore family sharingInvoicing and payments
Track fees beyond the move-in
SeniorPath ties each referral fee to its placement, so invoices and payment status stay visible.
Explore invoicing and paymentsFeatures · Pricing · Trust · State compliance guides · Software buyer guide · Comparisons
Common questions
- What is senior placement software?
- Software that connects a family's inquiry to the placement and referral fee, so advisors can see the next action without reconstructing the case.
- How is it different from a general CRM?
- SeniorPath connects care needs to community fit and referral fees, rather than treating a placement as a contact record.
- Does placement software guarantee legal compliance?
- No. SeniorPath does not give legal advice or guarantee compliance, placements or revenue.
SeniorPath free trial
Give every case a clear owner
Bring your placement work into one agency workspace.