Intake with context
Capture care, budget, timing, location, decision roles, and open questions without burying them in notes.
Senior placement agency software
Run every placement from intake to move-in.
SeniorPath keeps intake, family decisions, tours, referrals, fee risk, and compliance records in one workspace. Advisors can see the case history and next step without rebuilding it from notes.
- No credit card required
- Published pricing
- Human-reviewed AI drafts
Family intake
ActiveAlvarez family
Memory supportNear daughter
Decision roles confirmed
Tour decision
Two options remain
Medication question assigned
Family follow-up drafted
Placement record
Move-in confirmed
Fee and disclosure evidence linked
Illustrative workflow
Built for placement teams
Designed from workflows used in a working senior placement agency
Advisors approve every AI draft
Drafts wait for review, edits, and approval before sending
Legal review stays essential
Workflow support and cited education, not legal advice
Placement workflow
Keep the full placement record connected.
Generic sales software tracks a lead. Placement teams need the changing needs, choices, people, evidence, and money around a family’s decision to stay visible from the first call through move-in.
Shortlists with reasons
Keep each recommendation tied to what the family asked for and what still needs verification.
Tours with next steps
Record reactions, unresolved questions, and the owner of the next decision.
Communication in context
Prepare family and partner drafts from the work already recorded, then review before sending.
Partner relationships
See the owner, last contact, overdue follow-ups, referrals, and outcomes on each partner record.
Placement evidence
Connect disclosures, acknowledgments, facility checks, fee records, and audit history to the placement.
Draft review
Family tour recap
Here is what we learned from today’s visits.
SeniorPath marks the medication question as unverified rather than filling the gap.
The advisor can edit the tone, confirm the facts, and choose the recipients.
Waiting for advisor reviewReview draft
Advisor-reviewed AI drafts
Draft from case details. Review before sending.
SeniorPath uses recorded placement details to prepare family and partner messages. Advisors verify facts, edit the copy, confirm recipients, and approve every send.
See the AI review pathFrequently asked questions
What is senior placement agency software?
Senior placement agency software helps advisors manage family intake, community recommendations, tours, communication, referral partners, placements, fees, and compliance records in one operating workflow.
Does SeniorPath replace an advisor’s judgment?
No. SeniorPath organizes the work and can prepare drafts, but advisors decide which communities to recommend, verify facts, shape communication, and approve anything that sends.
Does SeniorPath provide legal advice?
No. SeniorPath provides workflow tools and educational resources. Agencies should use qualified counsel to interpret requirements and approve legal forms and policies.
See your workflow in SeniorPath
Bring a placement case to the demo.
We will show how SeniorPath handles intake, tours, follow-up, compliance records, and partner work.