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What is Senior Referral Management?

Our advanced Senior Referral Agency Software is designed for a seamless user experience, facilitating the effective oversight of leads, clients, facilities, and referrals through an intuitive interface that promotes swift tracking and invoicing. The Facility Referral Network we offer caters to both small and large establishments, providing a simple platform for sharing up-to-the-minute bed availability, highlighting facility features, and showcasing images. We focus on developing customized software solutions that are both easy to use and budget-conscious. At HousingTree, we are dedicated to delivering outstanding software development services and exceptional consulting to all our clients. We take pride in our unwavering commitment to quality, ensuring that every project aligns with the specific requirements of our clients while emphasizing both affordability and excellence. Our mission is to empower organizations with the tools they need to improve their operations and enhance their service delivery.

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.

Media

Media

Integrations Supported

Integrations Supported

Gmail
Google
QuickBooks Cash

API Availability

API Availability

Pricing Information

$249 per month
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

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

HousingTree

Date Founded

2010

Company Location

United States

Company Website

www.housingtree.com

Company Facts

Organization Name

Advisor Compass

Date Founded

2026

Company Location

United States

Company Website

advisorcompass.ai

Categories and Features

Assisted Living

Admissions Management
Billing & Invoicing
New Resident Assessment
Resident Info Management

Categories and Features

CRM

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

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