Training
Calendar of Events
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1 event,
HomeSafe Second – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *HomeSafe Second- Click here No password required.
1 event,
Back to Basics: Building Rapport – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *Back to Basics: Building Rapport- Click here No password required.
1 event,
10 Ways to Use a HomeSafe Second
10 Ways to Use a HomeSafe Second
Learn 10 new says on how to use the HomeSafe Second and how to sell it. Trainer: Ryan Schmidt and 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 to Join the Webinar REGISTRATION: Once you
1 event,
QuantumReverse Application – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *QuantumReverse Application- Click here No password required.
1 event,
Product Options Overview – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *Product Options Overview- Click here No password required.
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Preparing for Closing
Preparing for Closing
This training will help you understand the process leading up to closing and how to prepare your borrower for closing. Trainer: Jessica Rankins, FOA'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 am, PDT) HOW to Join the Webinar
1 event,
Schedule a Closing via Outlook
Schedule a Closing via Outlook
Learn how to schedule a closing using the Outlook calendar Trainer: Jessica Rankins, FOA'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 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation
1 event,
What Happens When a HECM Loan is Called Due?
What Happens When a HECM Loan is Called Due?
Learn what happens when a HECM loan is called due Trainer: Jessica Rankins, FOA'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 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation
1 event,
Link Origination – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *Link Origination - Click here No password required.
0 events,
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1 event,
QuantumReverse Proposal – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *QuantumReverse Proposal - Click here No password required.
1 event,
Monthly Partner Roundtable
Monthly Partner Roundtable
Join us for the Monthly Partner Roundtable! Ask questions and hear from subject matter experts and peers about successes and opportunities. Bring your questions about processing, products, scenarios, how to overcome a specific objection, how you overcame a difficult objection, how you made someone’s dream come true… we want to hear ALL of it! Instructors:
1 event,
Avoid Scenario Fallout
Avoid Scenario Fallout
Learn how to sell the need and not just the numbers. Instructors: Barb Cripple and Ryan Schmidt 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 get a confirmation email that
1 event,
Financial Planning Concepts and the Reverse Illustrator
Financial Planning Concepts and the Reverse Illustrator
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, FOA - VP of Retirement Strategy Division To register for the class please click here. Remember the class will be held at 2 pm, EST
1 event,
ReverseVision Overview – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. * ReverseVision Overview - Click here No password required.
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1 event,
Guardianship or Conservator – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *Guardianship or Conservator - Click here No password required.
1 event,
10 Ways to Use a HomeSafe Second
10 Ways to Use a HomeSafe Second
Learn 10 new says on how to use the HomeSafe Second and how to sell it. Trainer: Ryan Schmidt and 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 to Join the Webinar REGISTRATION: Once you
1 event,
Trusts
Trusts
Did you know that you can close your loan in a Trust? This class will go over the qualifications of Trust Agreements. Trainer: Jessica Rankins, FOA's VP Training and Process Management To register for the class please click here. Remember the class will be held at 2pm, EST (11 am, PDT) HOW to Join the
1 event,
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, FOA'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
1 event,
QuantumReverse Applicaiton – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *QuantumReverse Application- Click here No password required.
0 events,
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1 event,
Product Options Overview – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *Product Options Overview- Click here No password required.
1 event,
Home Equity in Retirement Planning, CFP CE
Home Equity in Retirement Planning, CFP CE
The combination of rising inflation and underperforming investment markets, has many financial advisors considering home equity to help safeguard and improve retirement outcomes. Often serving as a client’s largest asset, strategically accessing equity with a reverse mortgage may: • Manage long-term care risks. • Bridge gaps to maximize social security. • Eliminate a mortgage payment.
1 event,
Home Equity Solutions for Divorced and Widowed Women, CFP CE
Home Equity Solutions for Divorced and Widowed Women, CFP CE
Divorced and widowed women may face unique challenges, such as a reduction in income or the need to relocate or buy out an ex-spouse. For those with substantial home equity, a reverse mortgage loan can be used to manage those challenges. Home equity can serve as an alternative source of cash or assist with long-term
1 event,
HomeSafe Second in ReverseVision – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *HomeSafe Second in ReverseVision - Click here No password required.
1 event,
Introduction to Reverse – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *Introduction to Reverse - Click here No password required.
0 events,
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1 event,
HomeSafe Second in QuantumReverse – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *HomeSafe Second in QuantumReverse - Click here No password required.
1 event,
Missed or Incomplete Disclosures – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *Missed or Incomplete Disclosures - Click here No password required.
1 event,
Understanding Trusts – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *Understanding Trusts - Click here No password required.
1 event,
What Happens When a HECM Loan is Called Due?
What Happens When a HECM Loan is Called Due?
Learn what happens when a HECM loan is called due Trainer: Jessica Rankins, FOA'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 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation
1 event,
QuantumReverse Demo – On Demand
Thank you for spending some time with us this week. Take a look at FOA's featured recording that you can access on demand. *QuantumReverse Demo - Click here No password required.
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