WelcomeHome Integration — Sales Lifecycle in the Operating Record
WelcomeHome is a senior housing & care CRM. The SeniorCRE interface is design / validation scope and is not live in operator production.
Capabilities
- Inquiry capture and routing
- Tour scheduling and follow-up cadence
- Application packet workflow
- Move-in coordination + bed assignment
- Source attribution and ROI by campaign
- Family communication tracking
- Pipeline forecasting and conversion analytics
- Multi-community scoping
How it works
- WelcomeHome API access — Confirm WelcomeHome API entitlement and obtain credentials for the SeniorCRE bridge.
- Pipeline + field mapping — Map WelcomeHome pipeline stages to the canonical lead lifecycle.
- Webhook + bridge — Roadmap design intent: evaluate vendor-supported events, operator scope, freshness, reconciliation, and acceptance criteria.
- Validation exercise — Roadmap design intent: validate a bounded inquiry-to-move-in dataset before any operator-production acceptance decision.
Integration facts
- Interface basis — Vendor-documented design
- Current connection — Roadmap · not operator production
- Timing — Determined after validation scope
- Pipeline stages — Operator-configurable
Frequently asked questions
- Does the integration replace WelcomeHome's UI?
- Not by default. The operator may keep WelcomeHome authoritative for sales records; a future SeniorCRE interface would govern how those records contribute to cross-domain decisions.
- How does attribution work?
- Source, campaign, and referrer travel with the lead record from first touch through tour, application, move-in, and lifetime revenue.
- Is multi-community supported?
- Yes. Each community runs its own pipeline; portfolio rollups aggregate via the Entity hierarchy.
https://seniorcre.com/integrations/welcomehome