Retirement village move-ins
Pluss runs each move-in in one record, from first enquiry to move-in day. Your team sees who owns each step and when it is due. The new resident follows the same steps in your village's app.
30 minutes with Shaun Alexander, our Chief Revenue Officer. Bring your current move-in checklist.
"From a manager's point of view, the app has been priceless. It's like having an admin on my team."
"Since introducing the app, we haven't received a single handwritten maintenance request. We don't ever lose track of an outstanding job now."
Why move-ins stall
A stack of statutory documents goes out before the keys, such as the Village Comparison Document and the Prospective Costs Document.
Packs go out by email and post. Nobody can see if they have been opened.
If a date is ever questioned, nobody can prove when each document was given.
Families and solicitors ring for updates, and someone digs through emails to answer.
Each stage sits in a different system: the CRM, a spreadsheet, a shared drive.
Anything missed along the way turns up on move-in day.
Tasks and owners
Each prospect has one record, from first enquiry to move-in day. Each stage brings its own tasks, such as sending the Village Comparison Document or preparing keys and fobs.
When someone ticks a task off, Pluss records who did it and when. Anyone on the team can see what is done and what is next.
The record also holds what the prospect is looking for, such as unit type and move timing.
Documents and audit log
Pick a bundle, such as your Village Information Pack or Queensland statutory disclosure pack, and send it by email and text. The prospect opens it from their own secure link and can read it before anything is signed.
If something is unclear, they ask a question from the same page, and it lands on their record.
Pluss sends reminders at 3, 7 and 14 days. The record shows every send, open, reminder and question, with who did it and when. If a date is ever questioned, the record shows when each pack was sent and opened.
With DocuSign connected, documents can go out for signature too.
What this looks like on a Tuesday
On Monday, Catherine moves Helen Thompson to Pre Move-In. Pluss puts three tasks on the list: the unit condition report, keys and fobs, and the welcome pack.
She sends Helen the move-in documents by email and text from the same screen.
On Tuesday morning the record shows Helen has opened them. Helen checks the app and sees she is at Pre Move-In, step 10 of 12. Nobody has had to chase anyone.
For operators with more than one community
We agree the stages, tasks and documents with your corporate team once. Every community then starts from that same setup.
Setting up the system takes days. We train your staff and residents, so each community is live within weeks.
Questions
Yes. Every stage name is editable. You can also reorder or switch off stages, and give each one its own owner, tasks and entry requirements.
Yes. Your documents sit in the Document Library. You group them into bundles, such as a Village Information Pack, and send a bundle by email and text in one step.
Yes. An envelope can go to more than one person, such as the prospect and their solicitor.
No. They use the same Pluss app your residents use, with your village's branding. They start on the move-in screen and keep using the app after they move in.
Setting up the system takes days. We train your staff and residents, so your community is live within weeks.
For enterprise operators, we work with your corporate team so decisions and setup happen once. Every community then rolls out on time, on the same blueprint.
Pluss is ISO27001:2022 certified.
Shaun is our Chief Revenue Officer. Pick a time that suits you and bring your move-in checklist.
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