Training
Calendar of Events
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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
0 events,
0 events,
1 event,
2 events,
HomeSafe® Overview
HomeSafe® Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Barb Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 12:30 pm, EDT (9:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
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: Jackie Stultz, Jr. Wholesale Trainer To register for the class please click
1 event,
Back to Basics: Building a Rapport with your Clients
Back to Basics: Building a Rapport with your Clients
Building Rapport is the first step of the Discovery phase when interacting with a potential prospect. Trainer: Bo Higby, Retail Sales Training Coach To register for the class please click here. Remember the class will be held at 3 pm, EDT (12 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will
2 events,
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: Jackie Stultz, Jr. Wholesale Trainer To register for the class please click here. Remember the class will be held
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,
*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. Overcoming Objections No password required Take a look at next weeks highlighted featured course: EquityAvail for Sales
0 events,
0 events,
1 event,
EquityAvail for Sales
EquityAvail for Sales
FAR is excited about our new Proprietary Product, EquityAvail. Please join us on this call to learn how the program works, where to access information and some scenarios. Trainer: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 1 pm, EST (10 am, PST)
1 event,
On Demand: Empathy in Sales
This is a recording from a previous call on: ***Empathy in Sales Passcode not required The link works best in Chrome
1 event,
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 2:30 pm, EST (11:30am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
1 event,
What Advisors Should Know When a Client Rightsizes, CFP CE approved
What Advisors Should Know When a Client Rightsizes, CFP CE approved
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. Submitting a Clean Loan No password required Take a look at next weeks highlighted featured course: Introduction to Reverse
0 events,
0 events,
1 event,
ReverseVision Live-Demo: Proposal
ReverseVision Live-Demo: Proposal
Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals. This class will go over Financial Assessment as well. Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 2 pm, EST (11am, PDT) HOW to Join the Webinar REGISTRATION: Once
3 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
HomeSafe® Overview
HomeSafe® Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Sue Haviland, National Wholesale Sales Trainer 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
Date Change: Reverse Illustrator for Financial Planning Concepts
Date Change: Reverse Illustrator for Financial Planning Concepts
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
3 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 11am, EST (8 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
Planning for Success: Smart Time Management
Planning for Success: Smart Time Management
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
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
3 events,
Completing a Valid Change Circumstance Worksheet
Completing a Valid Change Circumstance Worksheet
In this course you will learn how when, why on completing a Valid Change of Circumstance Worksheet for Re-Disclosures. Trainer: Jessica Rankins, 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
ReverseVision Live Demo: Origination
ReverseVision Live Demo: Origination
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 1 pm, EST (10 am, PDT) HOW to Join the
Marketing and Ethics, CRMP Approved
Marketing and Ethics, CRMP Approved
Choose your words wisely! Finding the balance between responsible wording in your marketing efforts and obtaining results that sustain your business can be a challenge. Familiarize yourself with your ethical responsibilities to the industry and its customer base, and insight into proper marketing tactics and messaging. Trainer: Sue Haviland, National Sales Trainer To register for
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: Financial Assessment Overview
0 events,
0 events,
1 event,
HECM Math 1: The Basics
HECM Math 1: The Basics
This is a 2 part training that will explore some basic and advanced HECM calculations. Keep in mind, your loan origination system will automatically perform these calculations however learning how these calculations work will help you better understand the HECM product. In this section we will talk about the Basic calculations Trainer: Jackie Stultz, Jr.
3 events,
Re-Disclosures
Re-Disclosures
In this course we will cover what disclosures are and why they are necessary and when they are required. Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here Remember the class will be held at 1pm, EST (10m, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
B2B Training for Loan Officers
B2B Training for Loan Officers
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
Can We Talk
Can We Talk
This training is meant to provide a roadmap to great communication regarding Retirement Mortgage Products. This course will cover communication skills, client generational differences and how to get your clients over the finish line with Retirement Mortgage Products. Trainer: Bo Higby, Sales Training Coach To register for the class please click here Remember the class
1 event,
Financial Assessment Overview
Financial Assessment Overview
Looking at a RM borrower qualification through the Financial Assessment lens. A review of the different credit scenarios of the Reverse Mortgage Borrower. Includes willingness and capacity, liabilities, property charges, extenuating circumstances and LESA. Trainer: Sue Haviland, National Wholesale Sales Trainer To register for the class please click here. Remember the class will be held
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
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. Creating Urgency No password required Take a look at next weeks highlighted featured course: Why Reverse? Why FAR? Why Now?