Training
Calendar of Events
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Financial Assessment 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. *Financial Assessment Overview - Click here No password required.
1 event,
Explaining HECM Docs and 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. *Explaining HECM Docs and Disclosures - Click here No password required.
1 event,
HomeSafe Select – 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 Select - Click here No password required.
1 event,
FOA Offices Closed
FOA offices closed in observance of the Thanksgiving holiday!! Happy Thanksgiving to all!!!!
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1 event,
QuantumReverse Proposal Basics – 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 Basics - Click here No password required.
1 event,
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 and Meg Murray 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
1 event,
HECM Non-Borrowing Spouse and Non-Borrowing Owner
HECM Non-Borrowing Spouse and Non-Borrowing Owner
The basics of the Non-Borrowing Spouse guidelines as well as some Non-Borrowing Owner guidelines. Trainer: Jessica Rankins, VP of 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
1 event,
QuantumReverse Application Basics – 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 Basics - Click here No password required.
1 event,
QuantumReverse Basic Input for Financial Assessment – 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 Basic input for Financial Assessment - Click here No password required.
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1 event,
ReverseVision Loan Comparison – 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 Loan Comparison - Click here No password required.
1 event,
Funds to Close
Funds to Close
If you have to bring funds to closing what are acceptable funds? 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
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
2 events,
Advanced Retirement Planning with Home Equity, CFP CE
Advanced Retirement Planning with Home Equity, CFP CE
Retirement planning has traditionally excluded home equity; however, with seniors controlling over $14 Trillion in housing wealth and planning for 20 years or more in retirement, now may be the time to consider how home equity can be a key component of a retirement plan. In this webinar for financial advisors, you will learn: •
Boosting Your Reverse Mortgage Leads: Proven Strategies for Growing Your Pipeline
Boosting Your Reverse Mortgage Leads: Proven Strategies for Growing Your Pipeline
Learn about how you can maximize your reverse mortgage lead generation. Trainers: Ryan Schmidt and Barbara Cripple 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 will immediately get a confirmation email that
1 event,
ReverseVision Loan Proceeds Option – 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 Loan Proceeds Options - Click here No password required.
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1 event,
In-House Processing
In-House Processing
FOA is pleased to offer our valued partners the option of In-House Processing. We are offering this service (for a nominal fee) as an additional tool to enable our partners to streamline their business. Trainer: Jessica Rankins, FOA's VP Training and Process Management To register for the class please click here. Remember the class will
1 event,
Home Equity Solutions for Divorced & Widowed Women, CFP CE
Home Equity Solutions for Divorced & 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,
Understanding Trusts
Understanding 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,
Mastering Meaningful Conversations for Better Deals
Mastering Meaningful Conversations for Better Deals
This class title emphasizes the value of fostering strong client relationships through effective communication. It suggests that learning to engage clients on a deeper level can lead to mutually beneficial deals, positioning loan officers as trusted advisors who help clients fully understand the long-term benefits of reverse mortgages. Trainer: Barbara Cripple, National Wholesale Sales Trainer
1 event,
HomeSafe Guidelines 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. *HomeSafe Guidelines Overview - Click here No password required.
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Scheduling a Closing via Outlook – 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. *Schedule a Closing via Outlook - Click here No password required.
1 event,
Principal Limit Lock – 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. *Principal Limit Lock - Click here No password required.
1 event,
1 event,
Submitting a Clean Loan – 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. *Submitting a Clean Loan- 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.
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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,
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.
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