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 at launch
Join the founding list — no sales call

See the price before you commit. Month-to-month, cancel anytime.

Working with other agents? See team pricing — from $148/month →

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
Pricing for teams

Work with other agents? Here's exactly what it costs.

No "contact sales", no per-agency quote that changes depending on how big you look. One formula, published — the first agent is full price, every teammate after that is just under half.

$99 first agent + $49 per additional agent per month · no setup fee · no minimum
Agents Standard Per agent Founding rate — locked while you stay You save, every month
1 · solo$99$99$69$30
2$148$74$104$44
3$197$65.67$139$58
4$246$61.50$174$72
5$295$59$209$86
6$344$57.33$244$100

More than six? The same formula keeps going — ten agents is $540/month, or $54 each. Nothing changes at any size, and nobody gets quoted a different number.

What "locked" actually means: your founding rate stays fixed for as long as your subscription stays active — it never rises, however much the standard price goes up. Add or remove agents anytime and it recalculates at your founding rate. If you cancel and come back later, you'd rejoin at whatever the standard price is then.

Why every agent needs their own login. The entire point of ReferralLedger is a timestamped record proving who sent a referral and when. Share one login across a team and that record can't tell you — or the facility disputing your fee — which agent actually made the placement. Separate seats aren't a licensing rule we invented; they're what makes the commission record hold up.

Prefer to pay annually? Pay for ten months, get twelve — a 17% saving at any team size. Annual plans come with a plain one-page agreement, so both sides know exactly what's locked in and for how long. No lawyers, no fine print, no auto-renew surprise. Just tell me when you join and I'll set it up.