How to Transfer a Client to Another Agency

Note: The Transfer process only works when sending clients to another agency that uses Senior Place.

Whether you're collaborating with another Agency on a placement or are sharing a lead with an Agency that services a different region, you can Transfer Client information from your Senior Place account to theirs, simplifying the collaboration process.

Follow these five steps to Transfer a Client:

1) Navigate to the Relevant Client profile

First, you'll need to navigate to the client profile you'd like to transfer. In the example below, we went to Nadia's profile.

2) Click Actions

In the upper right, click the Actions button.

3) Choose Transfer Client

Next, click the Transfer client option under Other Actions.

4) Add Transfer Information and Submit

Note: Transferring a client does not delete it from your Pipeline. Instead, it copies the client information to the recipient agency.

You'll now need to enter the Company/Contact information of the Agency you'd like to transfer the Client to.

Once you've added that information, click Submit.

5) Wait for Confirmation

Note: It may take up to 1-2 business days to process your request.

After receiving your Transfer request, our team will 1) verify the information provided, 2) transfer the Client, and 3) provide a confirmation.

Have more questions? Feel free to reach out to us at support@seniorplace.io!