Calendar of Events
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1 event,
***Recording
This is a recording of a previous webinar that you can list to at your leisure. ***Selling the HECM LOC Growth Feature Password: 9c$&QU97 This is a CRMP approved course but to earn credit you must attend a live class or watch it on FAU
1 event,
Grass Roots Marketing: Reboot
Grass Roots Marketing: Reboot
This course is designed to help Reverse Mortgage Professionals market to Business to Business, Business to Consumer and Business to Communities with a twist of doing this virtually. Trainer: Lorraine Geraci, VP of Learning and Development To register for the class please click here. Remember the class will be held at 3 pm, EDT (12
1 event,
Trusts
Trusts
Did you know that you can close your loan in a Trust? This class will go over the qualifications of Trust Agreements. Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am, PDT) HOW to Join
1 event,
Submitting Conditions
Submitting Conditions
In this presentation we will discover useful tips to help get whatever conditions need addressing cleared as quickly as possible, with the goal to clear the conditions first time the underwriter reviews them. Jessica Rankins will be discussing how to submit conditions correctly. Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Unlock Purchasing Power - In Reverse (A Guide for LO's) Password: Shwe$sP2
0 events,
0 events,
1 event,
Introduction to Finance of America University (FAU)
Introduction to Finance of America University (FAU)
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 Medina, Learning Systems Administrator and Instructional Design To register for the class please
1 event,
Selling the HECM LOC Growth Feature, CRMP approved
Selling the HECM LOC Growth Feature, CRMP approved
Explaining how the Line of Credit works can make or break the deal. Know the facts and understand that the Growth Rate is important for any Reverse Sales Professional to know. Trainer: Dan Hultquist, VP of Organizational Development To register for the class please click here. Remember the class will be held at 1:30 pm, EST
1 event,
Introduction to Reverse
Introduction to Reverse
Whether you are new to the industry or want to brush up on your RM skills this call is for you. We will be discussing: What is a Reverse Mortgage?, Historical Perspective and The Borrower. Trainer: Lorraine Geraci, FAR - VP of Learning and Development To register for the class please click here. Remember the
1 event,
Preparing for the Rebound, CFP CE Approved
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,
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Introduction to Reverse Password: KX?29+2L
0 events,
0 events,
1 event,
**Recording
This is a recording from a previous call that you can view at your leisure. ***Wholesale Processing Password: 0K+FPhCD
2 events,
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
Submitting a Clean Loan
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 2 pm, EST (11 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
1 event,
Unlock Purchasing Power – In Reverse (A Guide for LO’s)
Unlock Purchasing Power – In Reverse (A Guide for LO’s)
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
2 events,
What Advisors Should Know when Rightsizing their Home
What Advisors Should Know when Rightsizing 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
Microsoft Outlook: Tips and Tricks
Microsoft Outlook: Tips and Tricks
Take your Outlook game to the next level. This presentation demonstrates 5 time (and sanity) saving Outlook hacks, including creating email templates, using rules to auto-organize your inbox, setting up auto-replies, creating rules and suing keyboard shortcuts. Trainer: Meagan Windler, Learning Systems Administrator and Instructional Design To register for the class please click here. the
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Grass Roots Marketing: Reboot Password: n5*MLS^5
0 events,
0 events,
1 event,
Conditions Processing
Conditions Processing
When FAR's Underwriting dept finds deficiencies in the documentation they receive to clear a condition, the process is delayed while they waif for acceptable documentation. W have some useful tips to address these in order to help get your conditions cleared as quickly as possible, with the goal to clear the conditions the first time
1 event,
Grass Roots Marketing: Reboot
Grass Roots Marketing: Reboot
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 2 pm, EDT (11
1 event,
The Power of Questioning int he Reverse Mortgage Sales Process
The Power of Questioning int he Reverse Mortgage Sales Process
Sales professionals often spend too much time pitching, and not enough time asking the right strategic questions. In this training, we'll explore the value of strategic questioning and give you 8 reasons you should be asking more questions when meeting with clients and referral sources. Trainer: Dan Hultquist, VP Organizational Development To register for the
2 events,
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
In-House Processing
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
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Intent and Creation of the HECM Password: ^0t@#oP+ This is a CRMP approved course but to earn credit you must attend a live class or watch it on FAU.
0 events,
0 events,
1 event,
***Recording
This is a recording from a previous call that you can view at your leisure. ***HECM Math Part 1: Basics Password: A=n0yG5+
1 event,
***Recording
This is a recording from a previous call that you can view at your leisure. ***Back to Basics: Going 3 Deep with Questions Password: @?FM0dN1
1 event,
***Recording
This is a recording from a previous call that you can view at your leisure. ***Back to Basics: Building a Rapport with your Prospect Password: QeR1?&1T
1 event,
***Recording
This is a recording from a previous call that you can view at your leisure. ***HECM Math Part 2: Advanced Calculations Password: nqV5#Bwm
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***HECM Non-Borrowers Password: t95YRGw@ This is a CRMP approved course but to earn credit you must attend a live class or watch it on FAU.