Training
Calendar of Events
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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,
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
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
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®
0 events,
0 events,
2 events,
Financial Safeguards for Reverse Mortgage Borrowers, CRMP Approved
Financial Safeguards for Reverse Mortgage Borrowers, CRMP Approved
Elevate your service by understanding the potential problems and concerns unique to the reverse borrower demographic. Trainer: Sue Haviland, National Sales Trainer Click here to register Remember the class will be held at 1 pm, EST (10am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that
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 4:30 pm, EST (1:30 pm, PDT) HOW to Join the Webinar REGISTRATION: Once
3 events,
Time Management
Time Management
Your time is a valuable and precious resource. Join us in the Tulsa training room to learn how to set goals and prioritize tasks, get organized, and eliminate time wasters. Trainer: Meagan Windler To register for the class please click here. Remember the class will be held at 12 pm, EST (9am, PST) HOW to
Cancelled: Selling EquityAvail®
Cancelled: Selling EquityAvail®
Cancelled: Due to a conflict in the instructor's schedule. How to use Illustrator to run client scenarios and to explain the program to clients who may be interested. Audience: All RM Professionals Trainer: Bo Higby, Retail Sales Coach To register for the class please click here. Remember the class will be held at 1pm, EST
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,
Link (MCP) Training: Live Demo
Link (MCP) Training: Live Demo
This will be a live demonstration on the new look and feel of Link (MCP). Trainer: Christina Danish 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 register, you will immediately get a confirmation email
RESPA Re-Disclosures
RESPA Re-Disclosures
This course covers the information necessary to understand the requirements of RESPA, re-disclosures, as well as when and how to complete them. Trainer: Jessica Rankins, 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
2 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
What Advisors Should Know When a Retiree Relocates, CFP CE
What Advisors Should Know When a Retiree Relocates, 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. *Guardianship and Conservator No password required Take a look at next weeks highlighted featured course: VCC Worksheet
0 events,
0 events,
2 events,
Using FAR’s Illustrator Tool
Using FAR’s Illustrator Tool
This is a live demonstration on how to use the Illustrator tool. Trainer: Barbara Cripple, Retail Sales Training Manager 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 that will have
B2B Referrals and the New Realtor Opportunity
B2B Referrals and the 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
3 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
How to Keep Going when the Going Gets Tough Part 2
How to Keep Going when the Going Gets Tough Part 2
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
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,
VCC Worksheet
VCC Worksheet
What is a VCC Worksheet and why it is important. 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 (9 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that
Cancelled: ReverseVision Demonstration
Cancelled: ReverseVision Demonstration
Cancelled: Due to a conflict in the instructor's schedule. 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
3 events,
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
Selling the HECM LOC Growth Feature, CRMP Approved
Selling the HECM LOC Growth Feature, CRMP Approved
Knowing how to sell the advantages of a reverse line of credit can help close more deals. Arm yourself with key LOC and growth rate information. Trainer: Susan Haviland - National Sales 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
Delivering Exceptional Phone Service Part 2
Delivering Exceptional Phone Service Part 2
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
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. *Wholesale Conditions Processing No password required Take a look at next weeks highlighted featured course: Psychology of the Sale
0 events,
0 events,
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: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be
Cancelled: Psychology of the Sale
Cancelled: Psychology of the Sale
Cancelled: Due to a conflict with the instructor's schedule. Understanding the subtle differences between “selling” and “providing solutions” through the positive association of getting to the “why”. Trainer: Meagan Windler and Molly Blake To register for the class please click here. Remember the class will be held at 2pm, EST (11 am, PST) HOW to
2 events,
EquityAvail® What Comes Next
EquityAvail® What Comes Next
You've submitted an EquityAvail® loan-now what? Get to know the differences between processing EquityAvail® loans vs processing FAR reverse mortgage products like HECM and HomeSafe®. Trainer: Barb Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 1pm, EST (10 am, PST) HOW to Join
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,
Cancelled: Broker Compensation
Cancelled: Broker Compensation
Cancelled: Due to a conflict with 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 1 pm, EST (10 am, PST) HOW
1 event,
1 event,
0 events,
0 events,
1 event,
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 1 pm, EST (10am, PDT) HOW to Join the
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:
Reverse for Purchase, CRMP Approved
Reverse for Purchase, CRMP Approved
Dig into the details of using a client’s loan proceeds toward the purchase of a new principal home. This CRMP course is geared toward experienced reverse professionals. Trainer: Barbara 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)
Link (MCP) Training on Pre-Applications and Applications
Link (MCP) Training on Pre-Applications and Applications
If you are a partner that originates in Link you will need to attend this call. This will be a live demonstration on the new look and feel of Link (MCP). Trainer: Christina Danish To register for the class please click here. Remember the class will be held at 4:30 pm, EST (2:30 pm, PDT)
1 event,
Cancelled: Quantum Reverse Live Demo
Cancelled: Quantum Reverse Live Demo
Cancelled: Due to a conflict in the instructor's schedule. 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