Training
Calendar of Events
M Mon
T Tue
W Wed
T Thu
F Fri
S Sat
S Sun
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
0 events,
0 events,
1 event,
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 1pm, EST (10am, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
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:
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 3 pm, EST (12 pm,
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 1 pm, EST (10 am, PDT) HOW to Join the Webinar REGISTRATION: Once you
2 events,
Insights Into Understanding Our Aging Population, CRMP Approved
Insights Into Understanding Our Aging Population, CRMP Approved
Join us to learn about the Reverse Mortgage industry facts, demographics, statistics and information to make you more effective in your market. This is a CRMP approved course and you can earn 1 CRMP CE credit. Trainer: Susan Haviland, National Sales 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
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
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. *In-House Processing No password required Take a look at next weeks highlighted featured course: Introduction to Reverse for Purchase
0 events,
0 events,
1 event,
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
3 events,
Submitting a Clean Loan
Submitting a Clean Loan
Discover the key to closing quickly submitting clean loans with fewer conditions that speed up processing and get money in your borrower’s pocket (and yours) faster. 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 2pm, EST (11am, PDT) HOW
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:
Illustrator Basics: Live Demo
Illustrator Basics: Live Demo
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 3 pm, EST (12 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email
2 events,
Quantum Reverse: Live Demonstration
Quantum Reverse: Live Demonstration
This will be a live demonstration on how to input a proposal and request the package. Duration: 1 hour 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 (10 am, PST) HOW to Join
Introduction to Reverse for Purchase
Introduction to Reverse for Purchase
This entry-level course shows the basic ins and outs of capitalizing on home equity with a reverse for purchase mort5tage on a new principal home. Trainer: Jackie Stults, Jr. Wholesale Trainer To register for the class please click here Remember the class will be held at 23pm, EST (12pm, PDT) HOW to Join the Webinar
2 events,
Product Options
Product Options
Dive into the key features and benefits of HECM, HomeSafe®, and EquityAvail® and learn how to identify which home equity product is best for your borrowers. Trainer: Jackie Stultz, 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
What Advisors Should Know When Retirees Relocate, CFP CE
What Advisors Should Know When Retirees Relocate, CFP CE
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 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. *Seasoning and Occupancy No password required Take a look at next weeks highlighted featured course: Guardianship and Conservator
0 events,
0 events,
2 events,
Guardianship or Conservator
Guardianship or Conservator
Learn what a guardianship or conservatorship is as well as what documentation and requirements apply when using one. 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 (9am, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
ReverseVision: Live Demonstration
ReverseVision: Live Demonstration
See how to use Reversevision to print out proposals and application with this 0n-dept discussion and demonstration. This course also touches on financial assessment and how to set it up in the system. Trainer: Jackie Stults, Jr. Wholesale Trainer Click here to register Remember the class will be held at 2 pm, EST (11 am,
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:
EquityAvail® What to Expect
EquityAvail® What to Expect
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
2 events,
Submitting Conditions
Submitting Conditions
Speed up processing with these useful tips on submitting, addressing, and clearing loan conditions as quickly as possible 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 12 pm, EST (9 am, PDT) HOW to Join the Webinar REGISTRATION: Once
Link (MCP) Training: Live Demonstration
Link (MCP) Training: Live Demonstration
This will be a live demonstration on the new look and feel of Link (MCP). Trainer: Jackie Stults, Jr. Wholesale Trainer To register for the class please click here. Remember the class will be held at 2:30 pm, EST (11:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
2 events,
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
Link (MCP) Training: Live Demonstration
Link (MCP) Training: Live Demonstration
This will be a live demonstration on the new look and feel of Link (MCP). 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, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
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. *Title Commitments No password required Take a look at next weeks highlighted featured course: Reverse Illustrator for Financial Planning Concepts
0 events,
0 events,
1 event,
On Demand: HECM Non-Borrowing Spouse
This is a recording from a previous call on: ***HECM Non-Borrowing Spouse Passcode not required The link works best in Chrome
2 events,
On Demand: HomeSafe® Select
This is a recording from a previous call on: ***HomeSafe® Select Passcode not required The link works best in Chrome
B2B Referrals and New Realtor Opportunities
B2B Referrals and New Realtor Opportunities
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,
On Demand: HomeSafe® Refinance
This is a recording from a previous call on: ***HomeSafe® Refinance Passcode not required The link works best in Chrome
1 event,
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,
Grassroots Marketing
Grassroots Marketing
Learn how to find and build a reliable stream of low-to-no-cost leads by identifying opportunities already in your database and expanding your professional network Trainer: Bo Higby, Retail Sales Training Coach To register for the class please click here. Remember the class will be held at 2 pm, EDT (11 am, PDT) HOW to Join
0 events,
0 events,
1 event,
Cancelled: Broker Compensation
Cancelled: Broker Compensation
Cancelled: Due to a conflict in the instructor's schedule. 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 12 pm, EST (9am, PST) HOW to
2 events,
How To Keep Going When the Going Gets Tough Part 1
How To Keep Going When the Going Gets Tough Part 1
Experiencing stress in the workplace is unavoidable. The key to handling stress is not to avoid it but to find methods to persevere through it without losing resolve. This 2-part course will give you tools to identify workplace stressors, end negative self-talk, build a support network, and embrace change. As a result, you will be
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 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
2 events,
Delivering Exceptional Phone Service Part 1
Delivering Exceptional Phone Service Part 1
To attract and retain customers in this highly competitive environment, it is important to meet their needs and make them feel valued. This 2-part workshop will give you the techniques you need to deliver exceptional service over the phone, so that you are better equipped to appropriately address customers’ concerns and keep them happy clients
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 (2pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
2 events,
Product Options
Product Options
Dive into the key features and benefits of HECM, HomeSafe®, and EquityAvail® and learn how to identify which home equity product is best for your borrowers. Trainer: Jackie Stultz, Jr. Wholesale Trainer To register for the class please click here. Remember the class will be held at 1 pm, EST (10 am, PDT) HOW to
Preparing for the Rebound
Preparing for the Rebound
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
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: Selling EquityAvail®