Training
Calendar of Events
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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
0 events,
0 events,
1 event,
2 events,
HECM Non-Borrowing Spouse
HECM Non-Borrowing Spouse
Understand why someone may be a non-borrowing spouse on a HECM reverse mortgage, how this affects the loan terms, and what rules may differ with our proprietary product HomeSafe® 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 (9am,
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:
2 events,
ReverseVision (Proposal)
ReverseVision (Proposal)
Learn how to create compelling reverse mortgage proposals and illustrate digestible product scenarios for clients and professional partners with this deep dive in ReverseVision 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
HomeSafe® Overview
HomeSafe® Overview
Learn everything you need to know about HomeSafe®, FAR's proprietary reverse mortgage, so you're ready to close your first loan quickly Duration: 1 hour Audience: All RM Professionals Trainer: Barb Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm,
2 events,
Preparing for the Rebound, CFP CE Approved
Preparing for the Rebound, CFP CE Approved
EArn 2 CE Credits with this CPA-focused course on how to strategically leverage a client's home equity to preserve and grow their retirement assets. Offering 2 CE Credits for CFPs (for financial professionals only) Duration: 1 hour Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will
Seasoning and Occupancy
Seasoning and Occupancy
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: 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
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: Broker Compensation
0 events,
0 events,
2 events,
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 11am, EST (8am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you
Broker Compensation
Broker Compensation
Learn tips for structuring loans that maximize your compensation, as well as how to understand a pricing sheet. Trainer: Jackie Stults, Jr. Wholesale Trainer To register for the class please click here. Remember the class will be held at 2 pm, EST (11am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will
2 events,
Illustrator: The Basics
Illustrator: The Basics
Learn how to use the Illustrator tool to reflect pre-payments and future advances on loan scenarios. 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 register, you will immediately get a confirmation email
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:
1 event,
Quantum (Proposal)
Quantum (Proposal)
Learn how to input a proposal and request the package with QuantumRevese, a state-of-the-art reverse mortgage origination system 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 1 pm, EST (11am, PST) HOW to
2 events,
HomeSafe® Overview
HomeSafe® Overview
Learn everything you need to know about HomeSafe®, FAR's proprietary reverse mortgage, so you're ready to close your first loan quickly Trainer: Barb Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 12 pm, EDT (9 am, PDT) HOW to Join the Webinar REGISTRATION:
What Advisors Should Know When a Client wants to Rightsize, CFP CE approved
What Advisors Should Know When a Client wants to Rightsize, CFP CE approved
Help retired clients pave a path toward a successful future with this presentation on how to "rightsize" a home to fit long-term goals. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am, PST) HOW to Join the Webinar
1 event,
*Friday Highlight 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. *Funds to Close No password required Take a look at next weeks highlighted featured course: Quantum (Origination)
0 events,
0 events,
1 event,
HECM Math 1: The Basics
HECM Math 1: The Basics
Understand the HECM product better by diving into the math behind your loan origination system's automatic calculations. This 2-part training explores both basic and advanced HECM scenarios In this section we will talk about the Basic calculations Trainer: Jackie Stultz, Jr. Wholesale Trainer To register for the class please click here. Remember the class will
3 events,
EquityAvail® for Sales
EquityAvail® for Sales
Discover sales opportunities with our innovative hybrid mortgage, EquityAvail®. Learn how to first of its kind product works, and the benefits i can have for your borrowers to improve cashflow and reduce and then eliminate their monthly mortgage payment. Trainer: Jackie Stults, Jr. Wholesale Trainer To register for the class please click here. Remember the
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:
B2B Referrals and New Realtor Opportunity
B2B Referrals and New Realtor Opportunity
How to build relationships, market to, and expand your financial professional network to increase sales. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
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
3 events,
EquityAvail®- What to Expect Next
EquityAvail®- What to Expect Next
This class will walk you through what happens with an EquityAvail® loan as the process is a little different than with the HECM and HS loans that you are used to. Duration: 1 hour Audience: All RM Professionals Trainer: Barb Cripple, Retail Sales Training Manager To register for the class please click here. Remember the
Quantum (Origination)
Quantum (Origination)
Learn how to input a proposal and request the package with QuantumeReverse, a state of the art reverse mortgage origination system. 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 2 pm, EST (11
Reverse Illustrator for Financial Planning Concepts
Reverse Illustrator for Financial Planning Concepts
Learn how to drive sales with prospects that like to plan with our powerful calculator that models the benefits of a reverse mortgage in specific client scenarios Trainer: Steve Resch, FAR - VP of Retirement Strategy Division To register for the class please click here. Remember the class will be held at 2:00 pm, EST (11:00
1 event,
*Friday Highlight 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: EquityAvail® What to Expect Next
0 events,
0 events,
2 events,
Wholesale Conditions Processing
Wholesale Conditions Processing
Close faster (an get commissions quicker) with this course that covers useful tips for avoiding loan conditions that slow down the underwriting process. 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 12pm, EST 9 am, PDT) HOW to Join
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 2 pm, EST (11 am, PDT) HOW to Join the Webinar REGISTRATION: Once you
2 events,
ReverseVision (Origination)
ReverseVision (Origination)
Discover how to use ReverseVision to generate a comprehensive application package that includes all the required disclosures and financial assessment requirements, including credit checks an asset & debt analysis and an income review. Trainer: Jackie Stults, Jr. Wholesale Trainer Click here to register Remember the class will be held at 1 pm, EST (10 am,
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:
1 event,
EquityAvail® – What to Expect Next
EquityAvail® – What to Expect Next
This class will walk you through what happens with an EquityAvail® loan as the process is a little different than with the HECM and HS loans that you are used to. Duration: 1 hour Audience: All RM Professionals Trainer: Barb Cripple, Retail Sales Training Manager To register for the class please click here. Remember the
1 event,
What Sales Should Know About Servicing, CRMP approved
What Sales Should Know About Servicing, CRMP approved
What happens once a loan is funded? Learn more about the reverse mortgage servicing process to prepare clients for what to expect during the life of their loan. Trainer: Barbara Cripple, Retail Sales Trainer and Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at
1 event,
*Friday Highlight 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. *Adverse Actions Overview No password required Take a look at next weeks highlighted featured course: Preparing for the Rebound