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What is ResiOnboarding?

ResiOnboarding is a comprehensive platform specifically crafted for the onboarding and experience management of residents in senior living communities. It simplifies the onboarding journey, ensuring that residents enjoy a well-organized, consistent, and inviting experience from the moment they move in through their first 90 days. By removing the complexities associated with paper checklists, fragmented spreadsheets, emails, and uncoordinated departmental tasks, ResiOnboarding integrates all essential functions into one unified platform. This integration empowers teams to efficiently manage onboarding activities, monitor residents' progress, delegate responsibilities, gather and analyze feedback through surveys, improve communication between departments, pinpoint residents in need of additional support, and access real-time data through an intuitive dashboard. Serving a diverse range of community types, including Independent Living, Assisted Living, Memory Care, and Life Plan/CCRC, ResiOnboarding not only increases staff accountability and minimizes the chances of overlooked follow-ups but also significantly enhances resident satisfaction. As a result, it promotes a smoother transition into community life, ultimately cultivating a profound sense of belonging among residents. Furthermore, the platform's holistic approach ensures that every resident feels valued and supported during their initial days in the community.

What is Advisor Compass?

Advisor Compass is a robust platform designed specifically for customer relationship management and provider research that caters to senior living placement advisors and referral agencies. This tool combines numerous elements of workflow, such as client intake, care needs assessment, referrals, community recommendations, conducted tours, communications, task management, and outcome tracking, allowing teams to oversee families from their initial inquiry to the move-in process and further follow-ups. Users can explore a directory of senior living providers while applying various filters, including care type, geographic area, Medicaid participation, specialties, and other important factors, along with accessing vital details regarding provider licenses, enforcement actions, historical records, and AI-generated research summaries. Additionally, the platform boosts its functionality with features like client and provider portals, electronic signatures, integrated email and text messaging, customizable reporting tools, and automated workflows, which all contribute to improved coordination in placement efforts and provider research. By optimizing these processes, Advisor Compass not only streamlines operations but also empowers teams to deliver more efficient, effective assistance to families in search of senior living options, ultimately improving the overall experience for everyone involved in the transition. With its user-friendly interface and comprehensive features, the platform stands out as a crucial resource in the senior living industry.

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Integrations Supported

Integrations Supported

Gmail
Google
QuickBooks Cash

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

ResiOnboarding

Date Founded

2026

Company Location

United States

Company Website

www.ResiOnboarding.com

Company Facts

Organization Name

Advisor Compass

Date Founded

2026

Company Location

United States

Company Website

advisorcompass.ai

Categories and Features

Assisted Living

Not specified

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Mobile Access
Task Management

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