Help Prospects Wherever They Are
Prioritize leads and save your sales team time with our most versatile survey for optimizing the prospect journey.
Simplify the financial evaluation process without asking for a single number. Prospects receive a financial readiness level that helps your sales team prioritize leads. Afford is especially valuable for adult children who may not have access to their parent’s financial details.
An Affordability Survey Designed for the Senior Living Prospect
Prioritize Leads Based on Financial Readiness
Afford helps reduce time spent on financially unqualified leads, allowing sales teams to focus their energy on those ready to take the next step. Educate less-qualified prospects, validate serious inquiries, and equip your team to approach each prospect with the right level of effort and expertise.
Guide Prospects with a Non-Invasive Approach
Afford takes a conversational, non-invasive approach to affordability, so adult children and other decision-makers can assess financial readiness without needing access to sensitive details. With no numbers required, prospects feel more comfortable engaging—especially when they’re at an early stage in their journey.
Put Afford to Work Anywhere in the Funnel
Afford delivers value from the very first touchpoint, boosting top-of-funnel engagement and serving as a valuable mid-funnel resource. By helping prospects understand affordability and payment options, Afford supports qualification and prioritization, giving sales teams a clearer view of each lead’s potential.
A Trusted Team
Join 200+ senior living providers who trust Roobrik to optimize their prospect journey with transparent, unbiased analysis and recommendations. We’re dedicated to being empathetic, helpful, and accountable to our clients’ needs.
Budget-Friendly
Consolidate your website and lead conversion tools with the Roobrik Platform’s simple per-community pricing. Switching to Roobrik can save you up to 50% compared to using multiple vendors. View Roobrik Platform pricing.
Integrates With Your CRM and MAP
Roobrik Afford seamlessly integrates with your CRM and Marketing Automation Platforms, ensuring that lead information flows directly into your sales workflows, enabling timely, personalized, and well-informed follow-ups.
Benefits of Afford for Providers
Increase Engagement
Capture more prospects by meeting them where they are—whether they’re ready to make a decision or still in the information-gathering phase. Roobrik Afford helps convert this “hidden audience” into informed prospects, ready to talk.
Improve Lead Quality
By educating consumers on all the factors impacting their ability to pay for senior living, Afford helps generate more confident and informed prospects, turning casual inquiries into deeper, more valuable conversations.
Personalize Every Interaction
With more than 20 key insights captured by the Roobrik Platform, your sales team can craft follow-ups tailored to each prospect’s unique needs, preferences, and level of financial readiness.
“One of the things that I liked about it was that you could be a son or daughter and not be totally involved or an expert in your mom or dad’s finances and still get through the survey based upon the questions that are asked.”
– Matt Pavlick, Corporate Director of Sales at VantagePoint
Already Have a Financial Calculator?
Discover how Afford can complement or replace your current tool.
What they say
Trusted by Leading Senior Living Marketing Agencies
