Assisted Living Locators operates as a home-based senior-placement and referral business. The franchisee develops referral demand, assesses a family’s care and location needs, maintains a qualified inventory of Senior Communities, facilitates tours and placement, invoices the selected provider, and records the cycle in the designated CRM.
How does an Assisted Living Locators franchise work after opening?
The Responsible Owner runs a local advisory and referral operation rather than a care facility. Families receive placement guidance without a client charge; participating Senior Communities generally pay the franchisee after a referred client moves in. ALL Franchising supplies the brand, CRM, microsite, prescribed forms, standards and support, while third-party communities, call-center providers and certifiers remain operating dependencies.
Basis: 2026 FDD, Items 1, 12, 15 and 20, pp. 5–7, 30–35, 37 and 42–46; Franchise Agreement §§ 6, 8, 11 and 12. Official franchise website.
What does the franchisee sell, and who buys it?
The unit sells marketing, referral and placement-facilitation services to Senior Communities while providing advisory assistance to seniors and their families.
The family-side service assesses geographic, financial, clinical, mobility, religious and social preferences. The Care Advisor identifies suitable assisted living facilities, memory care communities, nursing homes, senior care homes or independent living senior communities, arranges visits and supports the transition. The Client Agreement leaves selection with the client and admission with the provider.
The provider-side transaction uses a Referral Network Participation Agreement, called the Marketing Agreement in the FDD. A participating Senior Community receives referrals and generally pays an agreed fee after move-in. Approved Senior Service Provider referrals are also permitted, but state law and prescribed forms can change the payer or fee method.
Basis: 2026 FDD, Item 1, pp. 5–7; Item 16, p. 37; Franchise Agreement §§ 11.4–11.10; Exhibits G-6 and G-7. Official pages: service and payer, matching process, and assessment tool.
How does work move through the unit?
The verified cycle runs from local demand and referral intake through assessment, community matching, placement, provider invoicing and system reporting.
Generate and receive demand
- Actor
- Responsible Owner, staff, Referral Sources, corporate marketing and call center.
- Action
- Build local relationships, run approved marketing and receive web, phone or franchisor-referred leads.
- Required system or asset
- Microsite, designated phone, call center and approved materials.
- Output
- A lead assigned for contact.
Open the client record
- Actor
- Care Advisor or authorized team member.
- Action
- Contact the lead and create a record regardless of source or outcome.
- Required system or asset
- Designated CRM, ALL email and phone systems.
- Output
- Client entered by close of the next business day.
Assess needs and constraints
- Actor
- Care Advisor with the senior, family or decision-maker.
- Action
- Collect budget, location, care, mobility, lifestyle, religious and social preferences.
- Required system or asset
- Assessment process, Client Agreement and protected-data controls.
- Output
- Matching criteria; the client retains the final decision.
Build the community shortlist
- Actor
- Responsible Owner or trained team member.
- Action
- Use inspected Senior Communities, verify fit and maintain provider records.
- Required system or asset
- CRM community inventory and an approved Marketing Agreement.
- Output
- Care options able to accept a referral.
Tour, select and coordinate
- Actor
- Care Advisor, client and Senior Community.
- Action
- Arrange tours and facilitate placement without making the admission decision.
- Required system or asset
- Vehicle, client record and Referral Program when the destination is outside the originating Territory.
- Output
- Selected community and move-in path.
Confirm placement and invoice
- Actor
- Senior Community and billing ALL Business.
- Action
- Confirm move-in and invoice through the Territory Owner or assigned billing party.
- Required system or asset
- CRM, QuickBooks Online and cross-territory split instructions.
- Output
- Provider receivable and recorded placement.
Collect, report and follow up
- Actor
- Franchisee, with franchisor data access.
- Action
- Deposit collections, reconcile records, report activity, follow up and answer complaints within 48 hours.
- Required system or asset
- CRM, linked QuickBooks Online, ACH and required reports.
- Output
- Closed records and ongoing follow-up.
Basis: 2026 FDD, Items 1, 6 and 11, pp. 5–7, 13–16 and 22–30; Franchise Agreement §§ 6, 7, 10, 11 and 16; agreements and Manual contents. Care Advisor finder.
Who performs the work, and can the unit be manager-run?
Managers may assist, but the 2026 agreement does not permit the Responsible Owner to become passive.
The approved Responsible Owner must complete management training, devote full time and best efforts, hold decision authority and normally own at least 20% of the franchisee entity. Managers may perform assigned duties, but the Responsible Owner remains active and supervises the ALL Business.
The franchisee chooses whether to hire and remains solely responsible for recruiting, pay, training, scheduling, supervision and discipline; no headcount is prescribed. Client-contact employees require background checks and a finding that they present no identified risk, including an elder-abuse history.
The franchisee must obtain Certified Senior Advisor certification within six months after opening and Dementia Care Education certification within three months, then maintain the designated credentials throughout the Franchise Agreement term.
Operational consequence: a general manager can extend capacity, but cannot replace the full-time Responsible Owner obligation unless ALL Franchising grants a written waiver. Item 19 also excludes historical “Passive Franchisees” from its main performance set because their operating model was materially different.
Franchisee team
- Responsible Owner
- Directs relationships, compliance, client service and decisions.
- Managers and employees
- Handle delegated intake, matching, tours or administration under supervision.
ALL Franchising
- System support
- Provides the Manual, CRM, microsite, training and guidance.
- System control
- Approves materials, accesses data, routes some leads and audits.
Third parties
- Senior Communities
- Decide admission, deliver care, confirm move-in and pay agreed compensation.
- Operating vendors
- Provide call-center, certification, insurance, technology or marketing inputs.
Basis: 2026 FDD, Items 11, 15 and 19, pp. 22–30, 37 and 39–41; Franchise Agreement §§ 8 and 17. Training sources: Certified Senior Advisor and Dementia Care Certified.
Which systems and suppliers are mandatory?
The operating record, provider invoice, communications and after-hours response depend on franchisor-designated platforms and vendors.
Designated CRM / ALL-IN
Stores client, community and referral data; tracks leads and placements; invoices providers; and reports Gross Invoiced Revenue. ALL Franchising has broad access.
QuickBooks Online
Links to the franchisor master account, permitting ALL Franchising to retrieve, analyze and store available financial records.
Google Workspace and phone
Uses franchisor-provided email and the designated phone identity. The acceptable-use policy restricts business data on unapproved personal systems.
Mandatory call center
Provides inbound and after-hours coverage. ALL Franchising may require outbound service and may later move the function to itself or an affiliate.
Approved or designated suppliers
Applies to insurance, branded marketing, technology and other listed inputs. Alternate suppliers require written approval and continuing compliance.
Late-model vehicle
Must carry at least two passengers and remain clean and maintained. The supplier is unrestricted; vehicle wraps are not.
Operational consequence: ALL Franchising can replace providers, require upgrades and monitor system use. The franchisee controls timely entry and device security, but not the core platform, business email, phone identity or franchisor access.
Basis: 2026 FDD, Items 6, 8 and 11, pp. 13–30; Franchise Agreement §§ 6, 7 and 11; Exhibits G-3 and G-4. Official ALL-IN description; the FDD controls.
Does the franchisee receive an exclusive territory?
No. Item 12 grants a non-exclusive Territory with defined protections and material carve-outs.
The Territory consists of adjacent ZIP codes and is commonly designed around 75 senior properties and 300,000–500,000 people, with no guaranteed minimum. ALL Franchising generally restricts competing Marketing Agreements, Targeted Marketing and placements there, but Regional Accounts, acquisitions, Strategic Relationships and the Referral Program are exceptions.
Cross-territory work separates the Referring Owner from the Territory Owner where the selected Senior Community is located. The default fee split is 70% to the Referring Owner and 30% to the Territory Owner unless changed in writing before placement. The Territory Owner ordinarily invoices the community.
A franchisee may serve a client who lives elsewhere when the lead was not obtained through unauthorized Targeted Marketing, but cannot target another territory without approval. Failure to meet the placement performance standard can lead to reduced boundaries, loss of territorial protections or termination.
Basis: 2026 FDD, Item 12, pp. 30–35; Franchise Agreement §§ 6.3, 11.9–11.10 and 12.
What does the franchisor control, and what remains with the franchisee?
ALL Franchising controls the System architecture; the franchisee controls local execution within those requirements.
Franchisor control
Franchisee decisions
Basis: 2026 FDD, Items 8, 11, 12, 15 and 16, pp. 18–37; Franchise Agreement §§ 6–12, 16 and 17.
What does Item 20 show about the outlet mix?
At December 31, 2025, the U.S. system consisted overwhelmingly of franchised outlets.
Source: 2026 FDD, Item 20, Table 1, p. 42. Formula: count ÷ 174; percentages rounded to one decimal.
Which operating details remain important to verify?
The FDD defines the system, but several deal-specific operating inputs remain variable or undisclosed.
Basis: 2026 FDD, Items 1, 8, 11, 12 and 15; Franchise Agreement §§ 6–12 and 16–17.
What is the practical operating-model conclusion?
Assisted Living Locators converts family and referral-source inquiries into provider-funded placements through assessment, local community knowledge, tours and placement coordination. The franchisee’s central responsibility is maintaining reliable relationships and records on both sides of that match while the Responsible Owner remains full-time. The strongest dependency is ALL Franchising’s control of the CRM, data, communications, approved marketing and network rules. The key distinction is a non-exclusive Territory with structured cross-territory billing, not unrestricted local exclusivity. The largest undisclosed operating question is the current territory-specific mix of referral demand, Regional Accounts, provider agreements and staffing workload.
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