Training
Calendar of Events
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2 events,
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: Sue Haviland, National Wholesale Sales 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
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 VP Training and Process Management To register for the class please click here. Remember the class will be held at 2:30 pm, EST (11:30
1 event,
Quantum Live Training Demo
Quantum Live Training Demo
If you are using Quantum as your loan origination system you should join this call. We will show you how to create a proposal and application. Trainer: Barb Cripple, National Wholesale Sales Trainer To register for the class please click here. Remember the class will be held at 2:30 pm EST (11:30am, PDT) HOW to
1 event,
Principal Limit Lock
Principal Limit Lock
Learn what a Principal Limit Lock is and how to apply it to the loan. Trainer: Jessica Rankins, FAR's VP Training and Process Management To register for the class please click here. Remember the class will be held at 11:30 am EST (8:30am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will
1 event,
Preparing for the Rebound, CFP CE
Preparing for the Rebound, CFP CE
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
2 events,
Recorded Webinar
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. *Quantum Reverse Live Training No password required
*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 Second No password required Take a look at next weeks highlighted featured recordings: Financial Assessment Seminar
0 events,
0 events,
1 event,
HomeSafe Second for Wholesale Partners
HomeSafe Second for Wholesale Partners
Introducing FAR's new proprietary product HomeSafe® Second. Please join us to see how the product works. Trainer: Barbara Cripple and Sue Haviland 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
2 events,
Financial Assessment Seminar
Financial Assessment Seminar
Financial Assessment Seminar covering income review and assessing a LESA with special guest Laura Almohondis, VP Operations of FAR. Trainer: Jessica Rankins, VP of Training and Process Management with special guest Laura Almohondis, VP of Operations To register for the class please click here. Remember the class will be held at 11 am, EDT (8
Link Origination Training
Link Origination Training
If you are a partner that originates in Link you will need to attend this call. This will be a live demonstration on how to create a lead/pre-app and application along with submitting to FAR. Trainer: Christina Danish, Manager of Administration To register for the class please click here. Remember the class will be held
1 event,
General Illustrator Training
General Illustrator Training
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 2 pm, EST (11 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have
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, National Wholesale 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 get
2 events,
*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. *Go FAR Podcast #11 - Fishing in Different Ponds No password required Take a look at next weeks highlighted featured recordings: Quantum Live Training Demo
Recorded Webinar
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. *Quantum Reverse Live Training No password required
0 events,
0 events,
1 event,
Quantum Live Training Demo
Quantum Live Training Demo
If you are using Quantum as your loan origination system you should join this call. We will show you how to create a proposal and application. Trainer: Barb Cripple, National Wholesale Sales Trainer To register for the class please click here. Remember the class will be held at 2 pm EST (11 am, PDT) HOW
3 events,
HomeSafe Second: Illustrator Demo
HomeSafe Second: Illustrator Demo
This is a live demonstration on how to use the Illustrator tool for HomeSafe® Second loans. Trainer: Barbara Cripple, National Wholesales Trainer Click here to register Remember the class will be held at 12:30 pm, EST (10:30 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:
B2B Referrals and the NEW Realtor Opportunity
B2B Referrals and the NEW Realtor Opportunity
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
1 event,
Product Options Overview
Product Options Overview
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: Sue Haviland, National Wholesale Sales Trainer To register for the class please click here. Remember the class will be held at 1:30 pm, EST (10:30 am, PDT) HOW
2 events,
The Power of Questioning
The Power of Questioning
This workshop will show you how to harness the power of questioning in your initial conversation to uncover the important details to help the borrower and close the deal. Trainer: Meagan Windler, Professional Development Team Lead To register for the class please click here. Remember the class will be held at 1:30 pm, EST (10:30
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
2 events,
*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 Second No password required Take a look at next weeks highlighted featured recordings: VCC Worksheet and RESPA Redisclosures
Recorded Webinar
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. *Quantum Reverse Live Training No password required
0 events,
0 events,
1 event,
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 1:30 pm, EST (10:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email
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 VP 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 Second for Wholesale Partners
HomeSafe Second for Wholesale Partners
Introducing FAR's new proprietary product HomeSafe® Second. Please join us to see how the product works. Trainer: Barbara Cripple and Sue Haviland 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
2 events,
VCC Worksheet and RESPA Redisclosures
VCC Worksheet and RESPA Redisclosures
This course covers the information necessary to understand the requirements of RESPA, re-disclosures, as well as when and how to complete them as well as the Valid Change Circumstance Worksheet Trainer: Jessica Rankins, VP Training and Process Management To register for the class please click here Remember the class will be held at 1pm, EST
Active Listening
Active Listening
Active listening is one of the most important skills to possess in business and in life. Join this course to discover how it truly impacts your bottom line and the quality of your relationships with others. Trainer: Meagan Windler, Team Lead Professional Development To register for the class please click here. Remember the class will
2 events,
Broker Compensation
Broker Compensation
Learn tips for structuring loans that maximize your compensation, as well as how to understand a pricing sheet. Trainer: Sue Haviland, National Wholesale Sales Trainer To register for the class please click here. Remember the class will be held at 1pm, EST (11 am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you
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
2 events,
Recorded Webinar: Quantum Reverse Training Demo
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. *Quantum Reverse Live Training No password required
*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. *ReverseVision Training No password required Take a look at next weeks highlighted featured recordings: Non-Borrowing Spouse, CRMP approved
0 events,
0 events,
1 event,
1 event,
HECM Non-Borrowing Spouse, CRMP Approved
HECM Non-Borrowing Spouse, CRMP Approved
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: Barb Cripple, National Wholesales Trainer To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am,
2 events,
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 VP Training and Process Management To register for the class please click here. Remember the class will be held at 2 pm, EST (11
New To Reverse Master Marketing Class
New To Reverse Master Marketing Class
You will learn how to find leads in your database and create some customizable marketing materials Trainer: Ryan Schmidt, Meg Murray and Sue Haviland 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 register, you
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: Sue Haviland, National Wholesale Sales Trainer To register for the class please
1 event,
*Friday Highlights and What is 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 Second for Sales No password required Take a look at next weeks highlighted featured recordings: Solar Leases, Liens and Purchase Power Agreements