Funding Long Term Care with Home Equity, CFP CE Approved
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
Completing a Valid Change Circumstance Worksheet
In this course you will learn how when, why on completing a Valid Change of Circumstance Worksheet for Re-Disclosures. Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here Remember the class will be held at 11am, EST (8 am, PDT) HOW to Join the Webinar REGISTRATION: Once you
ReverseVision Live Demo: Origination
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: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 1 pm, EST (10 am, PDT) HOW to Join the
Marketing and Ethics, CRMP Approved
Choose your words wisely! Finding the balance between responsible wording in your marketing efforts and obtaining results that sustain your business can be a challenge. Familiarize yourself with your ethical responsibilities to the industry and its customer base, and insight into proper marketing tactics and messaging. Trainer: Sue Haviland, National Sales Trainer To register for
*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. HECM to HECM Refinance No password required Take a look at next weeks highlighted featured course: Financial Assessment Overview
HECM Math 1: The Basics
This is a 2 part training that will explore some basic and advanced HECM calculations. Keep in mind, your loan origination system will automatically perform these calculations however learning how these calculations work will help you better understand the HECM product. In this section we will talk about the Basic calculations Trainer: Jackie Stultz, Jr.
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 (10m, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
B2B Training for Loan Officers
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
Can We Talk
This training is meant to provide a roadmap to great communication regarding Retirement Mortgage Products. This course will cover communication skills, client generational differences and how to get your clients over the finish line with Retirement Mortgage Products. Trainer: Bo Higby, Sales Training Coach To register for the class please click here Remember the class
Financial Assessment Overview
Looking at a RM borrower qualification through the Financial Assessment lens. A review of the different credit scenarios of the Reverse Mortgage Borrower. Includes willingness and capacity, liabilities, property charges, extenuating circumstances and LESA. Trainer: Sue Haviland, National Wholesale Sales Trainer To register for the class please click here. Remember the class will be held
On Demand: Funds to Close
This is a recording from a previous call on: ***Funds to Close Passcode not required The link works best in Chrome
*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: Why Reverse? Why FAR? Why Now?