What Advisors Should Know When a Client Rightsizes their Home
Home equity is a large part of a client's overall net worth. Advisors can add value by guiding clients in a way that benefits their overall retirement plan. In this 1 hour webinar you will learn: • How a move can be an opportunity to improve retirement plan outcomes • The Downsize and Rightsize Strategy
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: Sue Haviland, National
*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. HomeSafe® Select No password required Take a look at next weeks highlighted featured course: Financial Assessment - Willingness and Capacity, CRMP
In-House Processing
FAR 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, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will
Product Options
As you will see, the Home Equity Conversion Mortgage or HECM contains various rate structures, payouts and specific uses. there is Traditional HECM, HECM to HECM Refinance, HECM for Purchase and HomeSafe Standard and Select. Trainer: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held
Financial Assessment – Willingness and Capacity, CRMP approved
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: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at
Seasoning and Occupancy
You will lean the difference between Seasoning and Occupancy and what documentation can be used for verification 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 12 pm, EST (9 am, PDT) HOW to Join the Webinar REGISTRATION: Once you
Grass Roots Marketing
This course is designed to help Reverse Mortgage Professionals market to Business to Business, Business to Consumer and Business to Communities with a twist of doing this virtually. Trainer: Bo Higby, Sales Training Coach To register for the class please click here. Remember the class will be held at 1 pm, EDT (10 am, PDT)
Cancelled: Illustrator – Live Demonstration
Cancelled due to updates being made. Please join us for a live demonstration on how to run potential numbers in Illustrator, FAR's online calculator. Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 2:00 pm, EST (11:00am, PDT) HOW to Join the Webinar REGISTRATION: Once you
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
ReverseVision Basics – Proposal
Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals and application. This class will go over Financial Assessment as well. Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 2:30 pm, EST (11:30am, PDT) HOW to Join the Webinar
*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. Submitting a Clean Loan No password required Take a look at next weeks highlighted featured course: HECM Non-Borrowing Spouses
