For senior placement agencies

From first call to paid invoice.

Start 30 free days

$249.99 a month for your whole agency, after 30 free days. Your 30 days start when we approve your application. Cancel any time.

Demo. Fictional names and data.

Run every placement in one place: the next step on every case, matching with real distances, quotes back from communities, move-in, invoices and payments, and reports.

Watch one placement

  1. A case opened from an intake: the client, needs, budget and area, with its next best action
    Demo

    1. 9:02 AM. A daughter calls. The case is open before you hang up.

  2. Outreach sent to several communities at once, each with its own delivery record
    Demo

    2. 9:11. Disclosure signed. One request goes to eight communities.

  3. The first community quote back on the case, with its time
    Demo

    3. 9:14. The first quote is back, on the case.

  4. Several community quotes on the case, each versioned with who gave it and when
    Demo

    4. By 9:22, four more. Every one versioned, with who and when.

  5. Quote review: the approved quotes in the order the agent will present them to the family
    Demo

    5. 10:05. The family gets your report, in the order you chose.

  6. The placement invoice with the payment recorded and marked paid
    Demo

    6. Move-in confirmed. Invoice sent. Paid.

One made-up case. Names, times and amounts are fictional.

Your day

Know what needs you now

The dashboard lists what needs attention: new quotes, unread messages, unsigned disclosures. Each case names its next best action.

  • Needs attention, waiting on others and upcoming, at a glance
  • Every case says what to do next, and why
  • Disclosure, coordinator and direction checks before anything is sent

How it works

Match and send in four clicks

Search by area and radius against facilities' own reported facts. No scores and no rankings. Send one request to several communities at once, each with its own delivery record.

  1. Step 1: the search area and radius

    1. Pick the area and radius

  2. Step 2: several matching communities selected at once

    2. Select the communities that fit

  3. Step 3: send the referral to every selected community

    3. Send the referral

  4. Step 4: sent, each community with its own delivery record

    4. Sent, each with a delivery record

Safeguards

The rules are built in

Mildred checks the paperwork before anything leaves your agency, so a busy day never skips a step.

  • Nothing goes out until the family's disclosure is signed
  • Coordinator and direction recorded before a client is released
  • No agreement on file? Mildred asks first, and client details stay locked until the community signs
  • Every disclosure is signed, sealed and kept on the case
The agreement check Mildred shows before sending to a community with no agreement on file

Quotes

Quotes come back to the case

Community quotes, and the ones you take by phone, sit on the case. Approve the ones to show the family and set the order you'll present them in.

  • Every quote versioned, with who gave it and when
  • Approve for the family, or keep it back
  • Ready-for-family list in your presentation order
Quotes from communities on the case
Quote review: approved quotes in presentation order

Move-in

A move-in is confirmed, not assumed

Record the family's choice, plan the date and room, and work the checklist. A choice only counts as a move-in once you confirm it.

  • Choice, planned date, room and presented rate in one place
  • Checklist with who is responsible and due dates
  • Withdrawn or fell through? Record it, and keep the history
Move-in planning: the date, room, presented rate and checklist

How it works

Invoice and get paid

Turn a placement into an invoice in a few clicks. Record checks, Zelle and bank payments, and keep the books straight.

  1. Step 1: the client and community, taken from the case

    1. Client and community from the case

  2. Step 2: the placement fee line

    2. Add the fee

  3. Step 3: review and issue the invoice, with its PDF

    3. Review and issue. The PDF is ready.

  4. Step 4: the payment recorded and the invoice paid

    4. Record the payment. Paid.

Reports & team

See the business, share the work

Reports show new cases, move-ins, placement rate and money received. Invite your team, and give each person case access and finance access separately.

  • Funnel, sources, facilities, team and financials
  • Case access: all cases or assigned cases only
  • Finance access is its own setting, down to read-only on their own cases
Report tiles: new cases, active cases, move-ins, placement rate and money
The team page: each person's case access and finance access

How Mildred treats every business on it

Mildred favors no agency. Every agency sees the same platform facts about homes, prices and availability. Members rank first in search, including members in their free 30 days. Membership decides which group you appear in, never your place inside it; that is the only prominence we sell. No other organization can see your contacts or cases unless you share them.

Side by side

Basic listing or Mildred Network

What a Mildred Network membership gives a placement agency
FeatureBasic listingFreeMildred Network$249.99 per agency, per month
A public agency profile in the directoryNot includedIncluded
Cases with their next best action, disclosures and safeguardsNot includedIncluded
Matching against facilities' own reported factsNot includedIncluded
One request to many communities at once, each with a delivery recordNot includedIncluded
Quotes, move-in, invoices and recorded paymentsNot includedIncluded
Referrals from communities and hospices on the networkNot includedIncluded
Reports, and your whole team at no extra chargeNot includedIncluded

One price for your whole agency. No extra charge for team members.

There is no free agency listing: the public directory lists placement agencies only while they are members.

From first call to paid invoice

Start 30 free days

$249.99 a month for your whole agency, after 30 free days. Your 30 days start when we approve your application. Cancel any time.

Screens show the real Mildred 2.0 product with fictional sample data (no real people, clients or facilities).