Referral operations software for senior living

Your one-stop platform for senior living referrals.

Track leads, maintain current facility information, and turn more referrals into move-ins without spreadsheets, email chains, or update chasing.

See the workflow Login to the app

Centralize referral workflow Respond faster to every lead Keep pricing and availability current Track every handoff and outcome

Your one-stop system for senior living referral operations.

Operational focus

One-stop flow

Lead intake, referral tracking, facility updates, notes, tasks, and reporting in one calm system.

Core workflow

1 Intake the lead

2 Match facilities

3 Send referrals

4 Track to move-in

Manual handoffs cost good leads.

Dropped leads Manual workflows make it easy for qualified opportunities to slip through the cracks.

Slow follow-up Referral response delays create lost tours, weaker trust, and lower move-in conversion.

Stale profiles Outdated facility pricing, amenities, and availability lead to bad-fit referrals.

Poor visibility Teams struggle to see status history, ownership, bottlenecks, and source performance.

A platform built around referral clarity.

Lead intake and referral tracking

Create and qualify leads with ownership, preferences, notes, and tasks.
Refer to one or more facilities and track every status change over time.
Keep notes and activity history close to the record for easy follow-through.

Facility data that stays referral-ready

Maintain current facility profiles, care types, amenities, pricing, and availability.
Show last update timestamps so teams trust what they are sending.
Reduce time spent chasing documents and outdated profile details.

Reporting for accountability

Measure time to first response, acceptance rate, lead age, and conversion outcomes.
Review facility responsiveness and source performance in one system.
Spot bottlenecks before they turn into lost move-ins.

From first contact to move-in, the workflow stays visible.

Intake

Capture lead details, assign the owner, and structure preferences and needs from the start.

Match

Identify appropriate facilities using current profile data instead of stale documents and guesswork.

Refer

Send the referral, track responses, and keep notes, tasks, and activity in a single timeline.

Convert

Measure referral-to-tour and referral-to-move-in outcomes so teams can improve process and performance.

Built for both sides of the referral network.

Independent operators

Respond faster and stay organized.

You are not losing move-ins because people do not care. You are losing them because referral handling is inconsistent and hard to measure.

Clear referral ownership

Faster admissions response

Referral agencies

Stop chasing updates across channels.

Work from current facility information, shared statuses, and a timeline that makes partner coordination easier and more trustworthy.

Current facility profiles

Shared partner visibility

Regional groups

Standardize across communities.

Create a consistent process for admissions teams, improve accountability, and compare conversion performance across locations.

Consistent workflow

Cross-location reporting

What better operations should feel like

The goal is not flashy software. It is a credible, practical system that replaces email-thread guesswork with faster response times, cleaner handoffs, and clearer accountability.

Calm. Modern. Operational. Non-gimmicky.

Metrics that matter

Time to first response per referral
Lead-to-referral conversion rate
Referral-to-tour conversion rate
Referral-to-move-in conversion rate
Facility profile freshness
Manual email volume replaced

Ready for a better handoff layer?

Turn referral handoffs into move-ins.

PlaceMyLead helps senior living referral partners and facilities work from the same workflow, maintain current data, and convert more qualified opportunities with less admin overhead.