Calendar of Events
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Life of Loan Overview
Life of Loan Overview
Have you ever wondered what happens during the loan process? What happens when the loan closes? What does the Servicer actually do? How does the loan get shipped to HUD? This is the class for you. Trainer: Jessica Rankins, AVP of Training and Process Management To register for the class please click here. Remember the
1 event,
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 and Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW to Join the Webinar REGISTRATION:
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: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held
2 events,
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,
Total Expert Workshop
Total Expert Workshop
Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Financial Safeguards for Older Adults Passcode: ^F4PTh%H This is a CRMP approved course but to earn credit you must take either a live class or on FAU Link works best in Chrome and best to manually input the passcode.
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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,
Intent and Creation of the HECM, CRMP approved
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
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What Advisors Should Know When a Client wants to Righsize Their Home
What Advisors Should Know When a Client wants to Righsize 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
Total Expert Workshop
Total Expert Workshop
Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Reverse for Purchase Passcode: @#Kp^7ei This is a CRMP approved course but to earn credit you must take either a live class or on FAU Link works best in Chrome and best to manually input the passcode.
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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,
ReverseVision Overview
ReverseVision Overview
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 pm, EST (11 am, PDT) HOW to Join 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
Total Expert Workshop
Total Expert Workshop
Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***HECM Non-Borrowers Passcode: uT4Q$KcD This is a CRMP approved course but to earn credit you must take either a live class or on FAU Link works best in Chrome and best to manually input the passcode.
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1 event,
Seasoning and Occupancy
Seasoning and Occupancy
You will lean the difference between Seasoning and Occupancy and what documentation ca 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 2 pm, EST (11 am, PDT) HOW to Join the Webinar REGISTRATION: Once you
1 event,
Product Options Overview
Product Options Overview
As you will see, the Home Equity Conversion Morrgagfe 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
2 events,
Marketing and Ethics, CRMP approved
Marketing and Ethics, CRMP approved
Choose your words wisely! Finding the balance between responsible wording in your marketing efforts and obtaining results that sustain your business can be a challenge. Familiarize yourself with your ethical responsibilities to the industry and its customer base, and insight into proper marketing tactics and messaging. Trainer: Barb Cripple, Retail Sales Trainer To register for
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,
Total Expert Workshop
Total Expert Workshop
Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***HECM LOC Growth Rate Feature Passcode: j?@kw3Qi This is a CRMP approved course but to earn credit you must take either a live class or on FAU Link works best in Chrome and best to manually input the passcode.
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1 event,
All About CMT
All About CMT
The CMT rates are now here. Please join FAR's Dan Hultquist as he discussed what the CMT is and how it will work Trainer: Barb Cripple, FAR's new Retail Sales Trainer 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
1 event,
How to Navigate through Xcelerate
How to Navigate through Xcelerate
You will be shown how to navigate through Xcelerate to find underwriting guidelines, links to recordings and where to find presentations for downloading. Trainer: Christina Danish, Administrative Supervisor To register for the class please click here. Remember the class will be held at 4 pm, EST (1 pm, PDT) HOW to Join the Webinar REGISTRATION:
2 events,
HECM Math 1: Basics
HECM Math 1: 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
EquityAvail Marketing and Sales Workshop
EquityAvail Marketing and Sales Workshop
This workshop is designed to help you navigate the sell and marketing of EquityAvail, our new revolutionary Retirement Mortgage. Trainer: Ryan Schmidt - Wholesale Marketing Director To register for the class please click here. Remember the class will be held at 5 pm, EST (2 pm, PST) HOW to Join the Webinar REGISTRATION: Once you
2 events,
EquityAvail Marketing and Sales Workshop
EquityAvail Marketing and Sales Workshop
This workshop is designed to help you navigate the sell and marketing of EquityAvail, our new revolutionary Retirement Mortgage. Trainer: Ryan Schmidt - Wholesale Marketing Director To register for the class please click here. Remember the class will be held at 2 pm, EST (11am, PST) HOW to Join the Webinar REGISTRATION: Once you register,
Total Expert Workshop
Total Expert Workshop
Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
2 events,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Submitting a Clean Loan Passcode: 9kDh7*Bz Link works best in Chrome and best to manually input the passcode.
EquityAvail for Sales
EquityAvail for Sales
FAR is excited about our new Proprietary Product, EquityAvail. Please join us on this call to learn how the program works, where to access information and some scenarios. Trainer: Lorraine Geraci, VP of Learning and Development To register for the class please click here. Remember the class will be held at 1 pm, EST (10am,