The financial side of moving shouldn’t be a burden. Sunbound automates deposits, prorated billing, and final refunds, ensuring families feel supported, not stressed, during life’s biggest transitions.
Financial onboarding in senior living is often plagued by manual proration errors, delayed security deposits, and disconnected systems (CRM vs. EHR). These friction points cause "First Bill Shock" for families and administrative delays for staff. Sunbound solves this by digitizing the initial deposit and automating the flow of resident data from sales to billing, ensuring the first invoice is accurate the moment the resident arrives.
With Sunbound, operators typically see:
Calculating prorated rent and care fees manually in a spreadsheet is a recipe for error. Sending an incorrect first bill to a stressed family destroys trust before the care even begins.
Waiting for a physical check to clear before confirming a move-in date creates unnecessary anxiety for sales teams and families. It delays the "clinching" of the sale and slows down occupancy growth.
When a resident leaves, families expect closure. Traditional workflows often take 45+ days to calculate final expenses and issue refunds, leading to angry phone calls and negative online reviews.
Your sales team enters data in the CRM. Your BOM enters it in the EHR. Your accountant enters it in the GL. This "triple handling" of data wastes hours and virtually guarantees a name or rate mismatch.
When move-ins and move-outs run smoothly, staff save time, families have a better experience, and communities see faster, more reliable revenue.
Secure new residents faster with mobile-friendly digital deposits. Families pay instantly upon signing, ensuring the move-in date is locked in without the paper chase.
Eliminate manual math with automated prorated billing. Calculate the exact rent and care charges for new residents for an accurate "First Month" invoice every time.
Tally final charges and apply deposits instantly when a resident moves out. Issue net refunds or final balances instantly, providing a graceful exit for every family.
“We're committed to innovation that enhances both our operational excellence and the family experience. Our partnership with Sunbound exemplifies this - we've transformed our payment operations while making it easier for families to focus on what matters most: their loved one's care.”
Sunbound automates key steps in move-in and move-out workflows — eliminating manual work, guesswork, and delays.
Yes. We often see adult children splitting the initial "Community Fee" or first month's rent. Our portal allows multiple payers to contribute to a single resident account, automatically reconciling all partial payments into one clean move-in ledger.
Absolutely. Families often prefer using credit cards for large initial deposits to earn rewards or manage cash flow. Sunbound accepts all major cards and ACH, giving families flexibility during an expensive transition period.
Sometimes a move-out date is backdated due to a hospital stay or passing. Sunbound’s system can handle retroactive census changes, automatically recalculating the credits owed and updating the ledger without manual journal entries or complex reversals.a
To ensure the final account is settled fully, Sunbound can continue the existing autopay for up to 3 months post-discharge. This allows you to collect the final balance—including ancillary charges or prorated fees—automatically. It secures your revenue while saving your staff from having to make an "awkward collections call" to a grieving family.