Training
Calendar of Events
M Mon
T Tue
W Wed
T Thu
F Fri
S Sat
S Sun
1 event,
1 event,
Cancelled: Submitting Conditions
Cancelled: Submitting Conditions
Due to a conflict in the Trainers schedule this call is being cancelled. In this presentation we will discover useful tips to help get whatever conditions need addressing cleared as quickly as possible, with the goal to clear the conditions first time the underwriter reviews them. Jessica Rankins will be discussing how to submit conditions
1 event,
Cancelled: HomeSafe® Refinance
Cancelled: HomeSafe® Refinance
Due to a conflict in the Trainers schedule this call has been cancelled. Learn more about refinancing reverse mortgage loans (HECM, other proprietary reverse mortgage of HomeSafe) to FAR's proprietary product, which offers the perfect niche for home values greater than HUD's HECM limits. This product is usefully used as a retirement planning tool. Trainer:
1 event,
Preparing for the Rebound, CFP CE Approved
Preparing for the Rebound, CFP CE Approved
Free Webinar: An impactful study published in the Journal of Financial Planning has led to a new sequence of returns withdrawal strategy that will help preserve and grow your client’s retirement assets…even if they are taking systematic income distributions. Offering 2 CE Credits for CFPs (for financial professionals only) Duration: 1 hour Trainer: Phil Walker,
1 event,
One Time Event: Why the Coordinated Withdrawal Strategy Works
One Time Event: Why the Coordinated Withdrawal Strategy Works
This is an exclusive training for FAR partners to learn and be able to better discuss the Coordinated Withdrawal Strategy with financial advisors and have a better understanding of the findings published in the Journal of Financial Planning. Presented by Phil Walker and Dr Barry Sacks, Co-Authors of the study “To Reduce the Risk of
0 events,
0 events,
1 event,
On Demand: Funds to Close
This is a recording from a previous call on: ***Funds to Close Passcode not required The link works best in Chrome
2 events,
HomeSafe® Overview
HomeSafe® Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Barbara Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 1 pm, EDT (10 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
Overcoming Objections
Overcoming Objections
Empower people to make informed, fact-based decisions about reverse mortgages by learning how to address the common objections and misconceptions often associated with the industry. Trainer: Bo Higby, Sales Training Coach To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW to Join
1 event,
Product Options
Product Options
As you will see, the Home Equity Conversion Mortgage or HECM contains various rate structures, payouts and specific uses. there is Traditional HECM, HECM to HECM Refinance, HECM for Purchase and HomeSafe Standard and Select. Trainer: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held
1 event,
What Advisors Should Know When a Client Downsizes or Rightsizes Their Home
What Advisors Should Know When a Client Downsizes or Rightsizes Their Home
Home equity is a large part of a client's overall net worth. Advisors can add value by guiding clients in a way that benefits their overall retirement plan. In this 1 hour webinar you will learn: • How a move can be an opportunity to improve retirement plan outcomes • The Downsize and Rightsize Strategy
1 event,
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Empathy in Sales No password required Take a look at next weeks highlighted featured course: Selling the Line of Credit Growth Feature, CRMP Approved
0 events,
0 events,
2 events,
HECM for Purchase for Operations
HECM for Purchase for Operations
This class is an overview of HECM for Purchase requirements from an Operations perspective. Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here Remember the class will be held at 12pm, EST (8 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
Introduction to Reverse
Introduction to Reverse
The Home Equity Conversion Mortgage (HECM), also known as a reverse mortgage, is a federally insured home loan that allows adult homeowners, aged 62 and older, to convert a percentage of their home equity into cash or a line of credit (LOC) Trainer: Sue Haviland, National Wholesale Trainer To register for the class please click
3 events,
Selling the Line of Credit Growth Feature, CRMP Approved
Selling the Line of Credit Growth Feature, CRMP Approved
Explaining how the Line of Credit works can make or break the deal. Know the facts and understand that the Growth Rate is important for any Reverse Sales Professional to know. Trainer: Susan Haviland - National Sales Trainer To register for the class please click here. Remember the class will be held at 3 pm, EST
HomeSafe® Select
HomeSafe® Select
Discover how FAR’s proprietary product, HomeSafe Select, offers borrowers with high-value properties the opportunity to unlock much more home equity than a traditional HECM. Trainer: Barbara Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 1 pm, EDT (10 am, PDT) HOW to Join
B2B Relationship Building
B2B Relationship Building
This free webinar will cover the distinct difference between B2B and B2C marketing of reverse mortgages. How to build your B2B marketing plan, and how to simply integrate that plan into your existing schedule. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be held at
1 event,
Creating Urgency
Creating Urgency
Recognize the common procrastination tactics and train yourself to respond in a manner that assists in motivating a borrower's decision to move forward, sooner, rather than later. Trainer: Bo Higby, Sales Training Coach To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW
1 event,
Funding Long Term Care with Home Equity, CFP CE Approved
Funding Long Term Care with Home Equity, CFP CE Approved
Learn how millions of Americans will unintentionally spend 100% of their home equity on care, new strategies for funding Long-Term Care and how a reverse mortgage can help clients age in place and prevent portfolio liquidation. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be
1 event,
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. HECM Non-Borrowing Spouse No password required Take a look at next weeks highlighted featured course: Illustrator Live Demo
0 events,
0 events,
1 event,
Illustrator (Live Demo)
Illustrator (Live Demo)
Learn how to use the Illustrator tool to reflect pre-payments and future advances on loan scenarios. Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 2:00 pm, EST (11:00am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email
2 events,
EquityAvail® for Sales
EquityAvail® for Sales
Discover sales opportunities with our innovative hybrid mortgage, EquityAvail®. Learn how this first-of-its-kind product works, and the benefits it can have for your borrowers to improve cashflow and reduce and then eliminate their monthly mortgage payment Trainer: Barbara Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class
Planning for Success/Smart Time Management for Sales
Planning for Success/Smart Time Management for Sales
Purpose of this training is to provide basic time management principles for those involved in lead generation and sales. Time management is a process for developing a plan to manage one’s activities and to track the effectiveness of one’s plan. Utilization of a time management plan can lead to increased production in sales and lead
1 event,
ReverseVision (Proposal) Live Demo
ReverseVision (Proposal) Live Demo
Learn how reverse mortgages can be strategically leveraged to offset the financial burden of large expenses associated with long-term care. Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 1 pm, EST (10 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will
1 event,
Reverse Illustrator for Financial Planning
Reverse Illustrator for Financial Planning
With rapidly appreciating home values, more and more Financial Advisors and their clients are taking a fresh look at Reverse Mortgages. Now with our powerful Illustrator tool, you will be able to show them the flexibility and options that a reverse mortgage can bring to a financial plan. The Illustrator combines interactive charts and graphs
1 event,
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. HECM to HECM Refinance No password required Take a look at next weeks highlighted featured course: Introduction to Reverse
0 events,
0 events,
2 events,
Introduction to Reverse
Introduction to Reverse
The Home Equity Conversion Mortgage (HECM), also known as a reverse mortgage, is a federally insured home loan that allows adult homeowners, aged 62 and older, to convert a percentage of their home equity into cash or a line of credit (LOC) Trainer: Sue Haviland, National Wholesale Trainer To register for the class please click
In-House Processing
In-House Processing
Learn how to free up time and streamline success by offloading time-expensive loan processing to our in-house specialists. Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will be held at 11am, EST (8 am, PDT) HOW to Join the Webinar REGISTRATION: Once you
1 event,
ReverseVision (Origination) Live Demo
ReverseVision (Origination) Live Demo
Learn how to successfully meet all seasoning and occupancy requirements for reverse mortgage borrowers, a key documentation process that underwriters review on the path to loan approval Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 12:30 pm, EST (9:30 am, PDT) HOW to Join the
2 events,
Broker Compensation
Broker Compensation
Learn how to structure your loan to maximize your compensation along with reading a pricing sheet. Trainer: Sue Haviland, National Wholesale Trainer To register for the class please click here. Remember the class will be held at 1 pm, EST (10 am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
Title Commitments
Title Commitments
This class is a closer look at the title commitment, what it entails and what is required Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you
1 event,
On Demand: Wholesale Processing
This is a recording from a previous call on: ***Wholesale Processing Passcode not required The link works best in Chrome
1 event,
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. HomeSafe® Select No password required Take a look at next weeks highlighted featured course: Back to Basics: Building a Rapport with your Clients