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Closed Reason Codes
The Closed Stage is used when you are not successful in placing the family in a community and receiving a referral fee. Closing families will require you to select a reason code. The explanations for the reason codes are below.
Although, we have provided several closed reasons, you do not have to close your leads. Our top performing partners build their pipeline and work the long term searcher. Unresponsive leads sometimes respond after a week or two, SNF leads might need to find assisted living after they’ve completed rehab, and early or long term researchers can be put On Pause instead (see for more information).
You can always reopen a closed lead. In the CRM, navigate to the “Closed” tab on your families. You can search for a name, click on the family, and update their stage from Closed to Discussing Options, Active Tours, etc to get them moved back into your active pipeline.
🚨 If a family does return back to you after you have closed the lead, you are still required to report active and/or move ins under our partnership agreement.
Cannot help
REASON CODE
EXPLANATION
REASON CODE
EXPLANATION
Unresponsive
Some families might get back to you after multiple days of you trying to connect, but you also might find yourself closing a lead as "unresponsive." You can always re-open the family if they reach out to you in the future.
Doesn’t want help
Family does not want help and does not want to be contacted
Not decision maker
The person you’re in contact with does not have decision making power for the potential resident or not connecting you to the person who does after multiple conversations.
There are no rows in this table
Not billable
REASON CODE
EXPLANATION
REASON CODE
EXPLANATION
No contract / no referral fee / found community on own
Family is working with another referral source (A Place For Mom, Caring, etc.) or family has found/chose a community without your referral
Rehab / SNF / nursing home
Resident is rehab, SNF, nursing home and you will not receive a referral fee.
Low funds / medicaid
Resident is looking for Section 8, Medicaid, or any other type of low funds housing that you will not receive comission for
55+ / apartment
Family is looking for more active lifestyle and/or senior living apartment
Passed away / hospice
Resident passed away or is on hospice and you will not be paid
There are no rows in this table
Not moving at this time
REASON CODE
EXPLANATION
REASON CODE
EXPLANATION
Early researcher / 1+ year out
Family is researching far in advance- Consider keeping these families open and doing long term check ins.
Looking for in home care
Family is using in home care options- Consider keeping these families open and doing long term check ins.
No longer moving / changed mind
Family is no longer planning to move or will be living with a relative- Consider keeping these families open and doing long term check ins.
There are no rows in this table
Reject
REASON CODE
EXPLANATION
REASON CODE
EXPLANATION
Outside territory
The family you received is outside your territory. You will be asked to input the city the family is interested so that we can pass it along to an agent in that area
This family was in my database prior to receiving the Seniorly lead
You’re already working with this family prior to receiving it from Seniorly. We will ask for timestamp documentation of you previously connecting with the lead.
Duplicate Seniorly lead
You have already been referred this family by Seniorly - the contact information is the same on two of your leads
Invalid Contact Information
Both the phone number and email does not work. Do not reject if only one part of contact is invalid- you never know how the family will respond back to you.
Not looking for senior living
The contact information is for someone who’s not looking for senior living options (ex. community managers, vendors, volunteers)
There are no rows in this table
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