Calendar of Events
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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,
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2 events,
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
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 3:30 pm, EST (12:30pm,
2 events,
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 11am, EST (8 am, PDT) HOW to Join the Webinar
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 3 pm, EST (12pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
1 event,
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: Barbara Cripple, Retail Sales Trainer To register for the class please click here. Remember the class will be held at 12:30 pm, EST (9:30am, PST) HOW
4 events,
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: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 11am, EST (8am, PST) HOW to
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 1pm, EST (10am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you
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. ***Life of a Loan Passcode: d?u+C5SU Link works best in Chrome and best to manually input the passcode.
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2 events,
Cancelled: EquityAvail for Sales
Cancelled: EquityAvail for Sales
Cancelled: Due to a scheduling conflict. If you would like to attend another call we have one on the 14th, 20th, 22nd, 26th and 27th, please let me know and I will send you a registration link. FAR is excited about our new Proprietary Product, EquityAvail. Please join us on this call to learn how
Funds to Close
Funds to Close
If you have to bring funds to closing what are acceptable funds? 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 get
1 event,
Link Demonstration
Link Demonstration
This will be a live demonstration on how to use FAR's Learning Operations System Link. Trainer: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 1 pm, EST (10am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a
3 events,
Financial Assessment Tips
Financial Assessment Tips
Looking at a RM borrower qualification through the Financial Assessment lens. A review of the different credit scenarios of the Reverse Mortgage Borrower. Includes willingness and capacity, liabilities, property charges, extenuating circumstances and LESA. Trainer: Jessica Rankins, AVP of Training and Process Management To register for the class please click here. Remember the class will
Reverse Illustrator Demonstration
Reverse Illustrator Demonstration
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
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: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 3pm, EST (12pm, PST) HOW to
2 events,
What Advisors Should Know When Their Client Wants to Rightsize Their Home
What Advisors Should Know When Their Client Wants to Rightsize 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. ***What Sales Should Know About Servicing Passcode: IC^1aGCJ 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
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2 events,
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
What Sales Should Know About Servicing, CRMP approved
What Sales Should Know About Servicing, CRMP approved
Learn what Servicing does after a loan closes. Trainer: Barbara Cripple, Retail Sales Trainer 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: Once you register, you will immediately get a
2 events,
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: Barbara Cripple To register for the class please click here. Remember the class will be held at 1pm, EST (10am, PST) HOW to Join the Webinar
Link Live Demonstration
Link Live Demonstration
This will be a live demonstration on how to use FAR's Learning Operations System Link. Trainer: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 3 pm, EST (12pm, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a
2 events,
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: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 1 pm, EDT (10 am, PDT)
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:
3 events,
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: Barbara Cripple, Retail Sales Trainer To register for the class please click here. Remember the class will be held at 11am, EST (8am, PST) HOW to
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. ***Financial Assessment Tips Passcode: g*R1@.9O Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
1 event,
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: Barbara Cripple, Retail Sales Trainer To register for the class please click here. Remember the class will be held at 2pm, EST (11am, PST) HOW to
2 events,
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
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: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 3pm, EST (12pm, PST) HOW to
1 event,
Link Live Demonstration
Link Live Demonstration
This will be a live demonstration on how to use FAR's Learning Operations System Link. Trainer: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 1 pm, EST (10am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a
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. ***ReverseVision Overview Passcode: L.=TAA4b Link works best in Chrome and best to manually input the passcode.