Senior living referral operations software

Turn referral handoffs into move-ins.

PlaceMyLead helps senior living teams manage intake, community matching, referral status, follow-up, and reporting in one place.

Centralized intakeCurrent community dataVisible next stepsMove-in reporting
Illustration of the PlaceMyLead product dashboard
Workflow focusOne record. One owner. One timeline.

Intake, matching, referrals, updates, and reporting stay in one visible system.

Why teams switch

Manual handoffs cost good senior living leads.

Most teams do not have a lead problem. They have a coordination problem: too many inboxes, too many spreadsheets, and no shared record of what already happened.

Dropped leads

Manual workflows make it easier for qualified prospects to disappear between intake, outreach, and follow-up.

Slow follow-up

When ownership is unclear, referrals age out before a family, hospital, or partner sees a confident response.

Stale community data

Outdated pricing, care levels, and availability create bad-fit referrals and unnecessary declines.

Weak visibility

Teams struggle to see stage history, partner responsiveness, bottlenecks, and source performance in one place.

Platform

Keep intake, matching, and follow-up in one place.

The product is built around the work admissions and referral teams do every day: taking the lead, finding the right fit, following up, and seeing the outcome.

Intake and routing

Capture new leads in one place, assign ownership fast, and move every referral through a visible timeline.

Live community profiles

Maintain current care levels, pricing, amenities, availability, and partner response preferences with freshness timestamps.

Reporting that matters

Track first response, acceptance, tours, move-ins, and profile freshness without stitching together spreadsheets.

Workflow

From intake to move-in, the next step stays visible.

Every referral moves through the same basic path. The point is to make that path easy to follow so nothing important gets lost between first contact and move-in.

1

Intake every lead in one place.

2

Match against current community profiles.

3

Track referrals and partner responses.

4

Measure tours, move-ins, and stalled handoffs.

Who it helps

Built for both sides of the referral network.

The same system can support local operators, external placement teams, and regional leadership without forcing everyone into different tools.

Operators

Respond faster and convert with less friction.

Keep admissions organized without relying on inboxes, spreadsheets, and side notes to remember what happens next.

Referral agencies

Match families with more confidence.

Work from current community data and shared status history instead of chasing updates over email and text.

Regional groups

Standardize across communities.

Compare performance across locations and create a more consistent admissions operating model.

From the blog

Practical reads for operators and referral teams.

These articles cover the topics buyers actually ask about: response time, occupancy pressure, reporting, spreadsheets, and keeping community data current.

FAQ

Questions teams usually ask before booking a demo.

What is PlaceMyLead?

PlaceMyLead is senior living referral software that centralizes intake, community matching, referral tracking, profile updates, and move-in reporting.

Who is it built for?

It is designed for senior living operators, referral agencies, and multi-location groups that need a clearer admissions workflow.

What problems does it solve?

It helps teams reduce dropped leads, shorten response times, keep community data current, and measure conversion more reliably.

How does PlaceMyLead help with community updates?

It gives teams one place to keep pricing, care levels, amenities, availability, and contact preferences current instead of passing updates around by email.

Book a demo

See how PlaceMyLead can tighten your referral workflow.

Tell us how your team handles referrals today and where things tend to slow down. We will show you how PlaceMyLead fits that workflow.

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