Training
Calendar of Events
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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)
2 events,
Why Reverse? Why FAR? Why Now?
Why Reverse? Why FAR? Why Now?
Congratulations on making the choice to partner with FAR. Helping older adults have the retirement of their dreams including optimizing the use of home equity is something we can all be proud of. From products, to marketing, to training and support, we’re here to help you each step of the way. Let’s get started! Duration:
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 2 pm, EDT (11 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
1 event,
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 Stults, Jr. Wholesale Trainer To register for the class please click
2 events,
In-House Processing
In-House Processing
FAR is pleased to offer our valued partners the option of In-House Processing. We are offering this service (for a nominal fee) as an additional tool to enable our partners to streamline their business. Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will
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.
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: Selling the HECM LOC Growth Feature, CRMP approved
0 events,
0 events,
2 events,
Selling the HECM LOC Growth Feature, CRMP Approved
Selling the HECM LOC 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 1 pm, EST
Funds to Close
Funds to Close
If you have to bring funds to closing what are acceptable funds? 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 (8am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation
2 events,
Why Reverse? Why FAR? Why Now?
Why Reverse? Why FAR? Why Now?
Congratulations on making the choice to partner with FAR. Helping older adults have the retirement of their dreams including optimizing the use of home equity is something we can all be proud of. From products, to marketing, to training and support, we’re here to help you each step of the way. Let’s get started! Duration:
HomeSafe® Select
HomeSafe® Select
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 3 pm, EDT (12 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
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: Jackie Stultz, Jr. Wholesale Trainer To register for the class please click here. Remember the class will be held
2 events,
HomeSafe® Refinance
HomeSafe® Refinance
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: Jessica Rankins, AVP of Training and Process Management To register for the class
Preparing for the Rebound, CFP CE
Preparing for the Rebound, CFP CE
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. *Empathy in Sales No password required Take a look at next weeks highlighted featured course: RESPA Re-Disclosures
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 proposals. This class will go over Financial Assessment as well. Trainer: Jackie Stults, Jr. Wholesale 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
3 events,
Why Reverse? Why FAR? Why Now?
Why Reverse? Why FAR? Why Now?
Congratulations on making the choice to partner with FAR. Helping older adults have the retirement of their dreams including optimizing the use of home equity is something we can all be proud of. From products, to marketing, to training and support, we’re here to help you each step of the way. Let’s get started! Duration:
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: Barb Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am,
Quantum: Live Demo
Quantum: Live Demo
This will be a live demonstration on how to input a proposal and request the package. Duration: 30 mins Audience: All RM Professionals using Quantum Trainer: Jackie Stults, Jr. Wholesale Trainer To register for the class please click here. Remember the class will be held at 4 pm, EST (1 pm, PST) HOW to Join
3 events,
RESPA Re-Disclosures
RESPA 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 11am, EST (8am, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
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 1:30 pm, EDT (10:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
What Advisors Should Know When a Client wants to Rightsize, CFP CE
What Advisors Should Know When a Client wants to Rightsize, CFP CE
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,
Reverse Illustrator for Financial Planning Tool
Reverse Illustrator for Financial Planning Tool
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. *Financial Safeguards for our Reverse Mortgage Borrowers Not available for CRMP Credit No password required Take a look at next weeks highlighted featured course: Using FAR's Illustrator Tool: The Basics
0 events,
0 events,
1 event,
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 Stults, Jr. Wholesale Trainer To register for the class please click
3 events,
B2B Relationships for Loan Officers
B2B Relationships 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
Why Reverse? Why FAR? Why Now?
Why Reverse? Why FAR? Why Now?
Congratulations on making the choice to partner with FAR. Helping older adults have the retirement of their dreams including optimizing the use of home equity is something we can all be proud of. From products, to marketing, to training and support, we’re here to help you each step of the way. Let’s get started! Duration:
HomeSafe® Select
HomeSafe® Select
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 3:30 pm, EDT (12:30 Pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
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)
2 events,
Using FAR’s Illustrator Tool: The Basics
Using FAR’s Illustrator Tool: The Basics
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 1 pm, EST (10 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation
Funding Long Term Care with Home Equity, CFP CE
Funding Long Term Care with Home Equity, CFP CE
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. *Preparing for the Rebound Not available for CFP CE Credits No password required Take a look at next weeks highlighted featured course: HMDA - GMI Collection
0 events,
0 events,
1 event,
HMDA – GMI Collection
HMDA – GMI Collection
This course will teach you about the requirements for the HMDA Government Monitoring Information (GMI) collection and how to accurately mark the 1009 in accordance with these requirements. Duration: 30 mins Audience: All RM Professionals Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here Remember the class will
2 events,
Why Reverse? Why FAR? Why Now?
Why Reverse? Why FAR? Why Now?
Congratulations on making the choice to partner with FAR. Helping older adults have the retirement of their dreams including optimizing the use of home equity is something we can all be proud of. From products, to marketing, to training and support, we’re here to help you each step of the way. Let’s get started! Duration:
Grass Roots Marketing
Grass Roots Marketing
This course is designed to help Reverse Mortgage Professionals market to Business to Business, Business to Consumer and Business to Communities with a twist of doing this virtually. Trainer: Jackie Stults, Jr. Wholesale Trainer To register for the class please click here. Remember the class will be held at 4 pm, EDT (1 pm, PDT)
1 event,
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 2 pm, EST (11 am, PDT) HOW to Join the
1 event,
Introduction to Reverse
Introduction to Reverse
A high-level overview covering the reverse program's origins, how to identify eligible borrowers, loan requirements and common myths and misconceptions. Trainer: Jackie Stults, Jr. Wholesale Trainer To register for the class please click here. Remember the class will be held at 5 pm, EST (3pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
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® Refinance No password required Take a look at next weeks highlighted featured course: HECM Non-Borrowing Spouse