Intent and Creation of the HECM, CRMP approved
From its first inception to today, has the intent of the HECM Program stayed on course? Explore the history of the original HEM< and what changes have been implemented through the years to insure safeguards and protections for the benefit of the borrower, and requirements of the borrower to insure the longevity and integrity of
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Introduction to Reverse for Purchase Passcode: m#i!pCM5 Link works best in Chrome and best to manually input the passcode.
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
Creating a Proposal Package in ReverseVision
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 1 pm, EST (10 am, PDT) HOW to Join the
Preparing for the Rebound, CFP CE Approved
Free Webinar: An impactful study published in the Journal of Financial Planning has led to a new sequence of returns withdrawal strategy that will help preserve and grow your client’s retirement assets…even if they are taking systematic income distributions. Offering 2 CE Credits for CFPs (for financial professionals only) Duration: 1 hour Trainer: Phil Walker,
***Friday Highlight
This is a recording from a previous call that you can view at your leisure. ***Broker Compensation Passcode: i!nP#8.3 Link works best in Chrome and best to manually input the passcode.
Submitting a Clean Loan
Learn how to submit a clean loan from the start to prevent conditions. 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 4 pm, EST (1 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
Introduction to Reverse
The Home Equity Conversion Mortgage (HECM), also known as a reverse mortgage, is a federally insured home loan that allows adult homeowners, aged 62 and older, to convert a percentage of their home equity into cash or a line of credit (LOC) Trainer: Sue Haviland, National Sales Trainer To register for the class please click
HomeSafe Select
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Susan Haviland- National Wholesale Sales Trainer To register for the class please click here. Remember the class will be held at 1 pm, EDT (10 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
B2B Relationships 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
HECM Math 2
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 Advanced calculations In this section we
What Advisors Should Know When a Client Wants to Rightsize, CFP CE approved
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
