Connect families with the right care—and run your placement practice with clarity.
Manage client progress, handle outreach, build reusable facility knowledge, and coordinate with connected families from one agency workspace that is purpose-built for placement work.
Agency Command
Outreach, clients, and sourcing in one place.
Active pipeline
18 clientsIntake and conversion
11
open family requests and invites
Collections and reusable sourcing
Trusted communities, market notes, and shortlist logic stay reusable beyond one client case.
Features
Built for agencies that handle many families without losing context.
The agency product is structured around placement workflow, discovery, sourcing memory, and family coordination rather than turning into an overloaded task manager or generic CRM.
Run one agency pipeline
Track every active client in one placement pipeline while keeping listing-by-listing tracking inside the client workspace.
Build reusable collections
Save trusted communities, market shortlists, and reusable sourcing knowledge so the agency gets sharper with use.
Coordinate with families
Receive family inquiries, send join requests after off-platform agreement, and share curated listings with connected families.
Workflow
A tighter operating rhythm from inquiry to active placement work.
The best agency workflow separates client progress from listing tracking, keeps the consent flow clear, and lets advisors move a family from first contact into active placement work without depending on spreadsheets.
Product fit
Receive and qualify interest
Families can discover the agency publicly and request help. Advisors review fit before inviting them into the workflow.
Align off-platform
Services, fees, and terms are discussed directly between the agency and family. The platform does not handle contracts or payments.
Move into active placement work
Once the family accepts the join request, the relationship becomes operational inside the portal and the client gets a real workspace.
Family Connection
The family relationship stays clear from inquiry to active client connection.
Agencies need a consent-based workflow, not a vague intake bucket. Families can reach out, agencies can review candidacy, and the working relationship becomes operational only after the family accepts the join request.
Family inquiry first
Agencies gain visibility into family candidacy after the family has reached out, keeping the consent model coherent.
One active agency relationship
The system is structured around one active agency connection so the working relationship stays clear for the family.
Shared listings with feedback
Connected families can review agency-shared communities separately from favorites and signal interest or pass.
Important boundary
Agency fees, contracts, commissions, and payments are handled directly between the agency and the family outside the platform. The platform handles discovery, consent, and coordination, not agency billing.
Collections
Keep agency knowledge reusable instead of rebuilding the same shortlist every time.
Collections create the second half of the agency system: long-term sourcing memory. That gives advisors reusable leverage beyond whatever is happening with one client today.
Agency memory compounds over time
Collections keep trusted communities, city-specific sets, and reusable sourcing notes outside any one client case.
Client work stays client-specific
Boards are no longer overloaded with sourcing memory. The pipeline tracks clients, while collections store long-term knowledge.
Pricing
Simple monthly subscription. Your agency fees stay between you and your clients.
The platform provides workflow, discovery, and coordination tools. Your own fees, contracts, and payments with families are handled directly outside the platform.
Agency workspace
$79 / month
Full access to the agency portal and workflow tools. Your fees, contracts, and payments with families stay between you and them.
Get Started
Build an agency workflow that gets stronger every time your team uses it.
Create the account, start managing family interest, organize collections, and move active clients through a cleaner placement process.