ReferralLedger
For senior-placement & referral agents

The CRM that makes sure you get paid for every placement you earn.

Track families, match facilities, and send timestamped referrals — then claim every commission with a record no facility can dispute. Built for placement agents, not facility operators.

$99/month 14-day free trial
Start free — no sales call

See the price. Sign up in five minutes. Cancel anytime, month-to-month.

Prefer to see it walked through first? Book a 15-minute look →

Commission Ledger This month
Family / PlacementFeeStatus
Eleanor R.Maple Grove Memory Care · referred Mar 3 $4,200 At risk
Harold & June T.Cedarwood Assisted Living · referred Mar 9 $3,850 At risk
Patricia M.Lakeside RCFE · referred Mar 14 $5,100 At risk
Claimed & cleared this month: $0 3 placements
Timestamped referral log for double-billing disputes Invoicing that respects the 30-day clawback window Clean family comparison sheets, ready to send
Why agents lose commissions

You did the work. The fee shouldn't be the hard part.

A single placement is worth $3,000–$5,000+. The money slips when there's no clean record of who referred whom, and when. ReferralLedger keeps that record for you.

Win every double-billing dispute

Every referral is timestamped the moment you send it. When a facility claims they already had the lead, you have the receipt — not a hazy memory.

Never bill a fee you'll have to refund

The clock knows the 30-day clawback window. A move-in isn't "paid" until it clears — so your invoices stay clean and your books stay honest.

Hand families a sheet they trust

Filter your contracted facilities by care level, budget, and location, then generate a clean comparison sheet in seconds. No more late-night spreadsheets.

The honest difference

Every other placement CRM hides its price behind a demo.

Senior Place, HousingTree, PLACED — all of them make you book a sales call just to find out what it costs. We think you can decide for yourself.

The demo-wall incumbents

  • "Request a demo" to see any price
  • A sales call before you can start
  • Annual contracts and lock-in

ReferralLedger

  • $99/month, printed right here
  • Sign up and start in five minutes
  • Month-to-month — leave anytime