Calendar of Events
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1 event,
Intro to FAU (Finance of America University)
Intro to FAU (Finance of America University)
FAR's Learning System Administrator will introduce you to Finance of America University (FAU), your go-to destination for reverse mortgage training. We'll cover all the basics like course registration, navigating the course catalog, completing learning pathways, and answering frequently asked questions. Trainer: Meagan Windler, Learning Systems Administrator and Instructional Design To register for the class please
0 events,
1 event,
***Recording
***HECM and HomeSafe® Practical Product Use to Meet Borrower's Financial Goals Password: 9j@00970
1 event,
Managing Sequence of Returns Risk with Home Equity, CA CPA Credits
Managing Sequence of Returns Risk with Home Equity, CA CPA Credits
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 1 CE Credit for CPA's only Duration: 1 hour Trainer: Phil Walker, FAR - Retirement Strategies
2 events,
***Friday Highlight
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome. ***HomeSafe Overview Password: 8A^2?M5?
0 events,
0 events,
1 event,
HomeSafe® Overview
HomeSafe® Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Jim McMinn, FAR - Lead Sales Trainer To register for the class please click here. Remember the class will be held at 1:30 pm, EDT (10:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will
3 events,
Reverse Mortgage 101 Part 1
Reverse Mortgage 101 Part 1
Whether you are new to the industry or want to brush up on your RM skills this call is for you. This is a 3 part call with the first part starting at 1:30pm and will be discussing: What is a Reverse Mortgage?, Historical Perspective and The Borrower. Trainer: Jim McMinn, FAR - Lead Sales
Reverse Mortgage 101 Part 2
Reverse Mortgage 101 Part 2
Whether you are new to the industry or want to brush up on your RM skills this call is for you. This is a 3 part call with the second part starting at 2:15 pm and will be discussing: Eligibility and Responsibility, Math that Matters and The Products. Trainer: Jim McMinn, FAR - Lead Sales
Reverse Mortgage 101 Part 3
Reverse Mortgage 101 Part 3
Whether you are new to the industry or want to brush up on your RM skills this call is for you. This is a 3 part call with the third part starting at 3pm and will be discussing: Safeguards, Reverse vs. Conventional Loan and Making a Difference! Trainer: Jim McMinn, FAR - Lead Sales Training
2 events,
Submitting Conditions
Submitting Conditions
In this presentation we will discover useful tips to help get whatever conditions need addressing cleared as quickly as possible, with the goal to clear the conditions first time the underwriter reviews them. Jessica Rankins will be discussing how to submit conditions correctly. Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for
Empathy in Sales: Why it Matters
Empathy in Sales: Why it Matters
Empathy is an essential trait to develop in work and life. Empathy is difficult to develop in Sales. Relationship building and emotional intelligence are crucial. Trainer: Jim McMinn, FAR - Lead Sales Training Manager and Marci Stevenson, RCC Lead Trainer To register for the class please click here. Remember the class will be held at
2 events,
Preparing for the Rebound – Managing Sequence of Returns Risk with Home Equity
Preparing for the Rebound – Managing Sequence of Returns Risk with Home Equity
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,
HomeSafe® New York
HomeSafe® New York
Due to regulations only required in New York FAR has created a tutorial to ensure you are aware of all of the intricacies. Trainer: Jim McMinn, FAR - Lead Sales Trainer and Marci Stevenson, RCC Lead Trainer To register for the class please click here. Remember the class will be held at 3 pm, EDT
1 event,
***Friday Highlights
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome. ***Reverse Mortgage 101 Password: 8E+*#%R^
0 events,
0 events,
1 event,
Wholesale Processing
Wholesale Processing
Getting started with FAR in regards to submitting loans through ReverseVision, stacking list, and re-disclosures and submission. 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 12:30 pm, EST (9:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you
1 event,
Reverse Illustrator
Reverse Illustrator
Our powerful Reverse Illustrator will help drive sales to your planning based prospects as it graphically displays the features and flexibility of the reverse mortgage over a 30 year term. The Illustrator combines interactive charts and graphs to answer a number of “What if” questions. Duration: 1 hour Trainer: Steve Resch, FAR - VP of
1 event,
How to Fast Track your Loan
How to Fast Track your Loan
FAR will show you how to submit your loan so there are very minimal conditions if any. Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here. Remember the class will be held at 2:30 pm, EDT (11:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
1 event,
What Advisors Should Know When a Client Downsizes or Rightsizes Their Home
What Advisors Should Know When a Client Downsizes or 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
1 event,
***Friday Highlights
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome. ***Selling the HECM LOC Growth Feature Password: 9c$&QU97 In order to receive CRMP credit you must attend a live class or take the class on
0 events,
0 events,
1 event,
Unlock Purchasing Power – In Reverse (A Guide for Realtors)
Unlock Purchasing Power – In Reverse (A Guide for Realtors)
Market research indicates that between 2018-2030, 20% of all homes purchased will be built or bought by people 55 and older. Learn how you can position yourself to be a trusted adviser by servicing your realtor referral partners with the knowledge of the H4P product. The use of this powerful product can expand their earning
1 event,
***Recording
***Reverse for Purchase Password: 2t$74&#G In order to receive CRMP credit you must attend a live class or take the class on FAU
2 events,
Link Training for Prinicpal Agents/Operations
Link Training for Prinicpal Agents/Operations
Join me to explore how PA's will navigate through Link and export leads from ReverseVision. Learn what screens will be useful. Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here. Remember the class will be held at 2:30 pm, EST (11:30 am, PST) HOW to Join the Webinar
Back to Basics: Building Rapport with your Prospect
Back to Basics: Building Rapport with your Prospect
Building Rapport is the first step of the Discovery phase when interacting with a potential prospect. Trainer: Jim McMinn, FAR - Lead Sales Trainer and Marci Stevenson, RCC Lead Trainer To register for the class please click here. Remember the class will be held at 3:30 pm, EDT (12:30 pm, PDT) HOW to Join the
1 event,
Funding Long Term Care with Home Equity
Funding Long Term Care with Home Equity
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
1 event,
***Friday Highlights
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome. ***Submitting Conditions Password: 5L?67ee4
0 events,
0 events,
2 events,
HECM Math Part 1
HECM Math Part 1
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: Jim McMinn, FAR's
HECM Math Part 2
HECM Math Part 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
1 event,
***Recording
***Financial Safeguards for Older Adults Password: 8Z!4i3$c In order to receive CRMP credit you must attend a live class or take the class on FAU
1 event,
Grass Roots Marketing: Phase 2
Grass Roots Marketing: Phase 2
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: Lorraine Geraci, VP of Learning and Development To register for the class please click here. Remember the class will be held at 3 pm, EDT (12
1 event,
Back to Basics: Going 3 Deep with Questions
Back to Basics: Going 3 Deep with Questions
The importance of asking questions in selling is unquestionable, the deeper you get the more valuable the knowledge and the greater your selling advantage. Trainer: Jim McMinn, FAR - Lead Sales Trainer and Marci Stevenson, RCC Lead Trainer To register for the class please click here. Remember the class will be held at 1:30 pm,
1 event,
***Friday Highlights
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome. ***Line of Credit and how it is Determined Password: 1F=3x28v