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.
HECM for Purchase: New Construction – 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. *HECM for Purchase: New Construction - Click here No password required.
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
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
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
Manufactured Homes
Curious about Manufactured Homes? This webinar will go over the guidelines for manufactured homes. 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
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.
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 1 pm, EST (10
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:
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.
Divorced and Widowed Women’s Challenges and Home Equity Solutions
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
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.