Calendar of Events
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1 event,
Financial Assessment – Willingness and Capacity, CRMP approved
Financial Assessment – Willingness and Capacity, CRMP approved
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: Susan Haviland, National Sales Trainer and Barb Cripple, Retail Sales Trainer To register for the class please click here. Remember
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: Susan Haviland, National Sales Trainer and Barbara Cripple, Retail Sales Trainer To register for the class please click here. Remember the class will be held at
2 events,
***Featured Class: HECM to HECM Refinance
***Featured Class: HECM to HECM Refinance
See how a HECM to HECM might increase your business potential. Learn how to calculate the numbers to determine the benefit to the borrower, whether or not counseling can be waived, and when to locate key refinance information. Trainer: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class
Ask the Trainer!
Ask the Trainer!
The trainers will go over any product related questions sent ahead of time. When registering you will be prompted to ask your questions. We will not be able to go over pricing and compensation. If you are looking for information on that please contact your Account Executive/Sales Support. Trainer: Susan Haviland, National Sales Trainer and
2 events,
B2B- Relationship Building for Loan Officers
B2B- Relationship Building 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
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 Math 1: The Basics Passcode: ^rF#N2sp Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
1 event,
HomeSafe Training for Counselors
HomeSafe Training for Counselors
This session we will talk about the HomeSafe product so counselors are aware of any updates. Trainer: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 1:30 pm, EST (10:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
1 event,
Link Demo
Link Demo
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 12 pm, EST (9am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a
1 event,
HECM to HECM Refinance
HECM to HECM Refinance
See how a HECM to HECM might increase your business potential. Learn how to calculate the numbers to determine the benefit to the borrower, whether or not counseling can be waived, and when to locate key refinance information. Trainer: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class
2 events,
Preparing for the Rebound, CFP CE
Preparing for the Rebound, CFP CE
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
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: 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)
0 events,
0 events,
1 event,
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 12 pm, EST (9am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation
1 event,
Product Options
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
2 events,
Using Reverse Illustrator with Financial Advisors
Using Reverse Illustrator with Financial Advisors
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
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
3 events,
What Advisors Should Know When a Client Wants to Rightsize
What Advisors Should Know When a Client Wants to Rightsize
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
Introduction to Reverse for Purchase
Introduction to Reverse for Purchase
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
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: nA3&#@zU Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
1 event,
Featured Class: Silver Divorce
Featured Class: Silver Divorce
Using home equity for clients over 60 during the "Silver Divorce", a guide for divorce attorneys. Trainer: Sue Haviland, National Wholesales Trainer To register for the class please click here. Remember the class will be held at 1pm, EST (10am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a
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: Susan Haviland, National Sales Trainer and Barbara Cripple, Retail Sales Trainer To register for the class please click here. Remember the class will be held at
1 event,
Broker Compensation
Broker Compensation
If you are wondering what sort of questions to ask your clients in order to put them in the proper loan product this is the webinar for you. We will be showing you how to structure a loan in Link dependent on the client's needs. Trainer: Sue Haviland, National Wholesale Trainer 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
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. ***Funds to Close Passcode: Na6ac?%t Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
1 event,
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 3 pm, EST (12 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
1 event,
HomeSafe Overview
HomeSafe Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Sue Haviland, National Wholesale Trainer and Barb Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 2 pm, EDT (11 am, PDT) HOW to Join the Webinar REGISTRATION:
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 12:30 pm, EST (9:30 am, PDT) HOW to Join the
Seasoning and Occupancy
Seasoning and Occupancy
You will lean the difference between Seasoning and Occupancy and what documentation can 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
3 events,
Reverse for Purchase, CRMP approved
Reverse for Purchase, CRMP approved
Grow your business pipeline through incorporating H4P into your business model. This is an exciting time to service the largest demographic group of adult homeowners who will be choosing where to spend their retirement years. Trainer: Susan Haviland, National Wholesales Trainer and Barbara Cripple, Retail Sales Training Manager To register for the class please click
B2B Relationship Building for Loan Officers
B2B Relationship Building 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
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. ***EquityAvail for Sales Passcode: e*LjR!A9 Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
1 event,
Cancelled: Empathy in Sales
Cancelled: Empathy in Sales
Today's call has been cancelled. If you would like the recording please email me cdanish@fareverse.com 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: Sue Haviland, National Wholesales Trainer and Barb Cripple, Retail Sales Training Manager To register
2 events,
Cancelled: Introduction to Reverse
Cancelled: Introduction to Reverse
Today's call is being cancelled due to an unforeseen training. If you would like a copy of the recording please email me: cdanish@fareverse.com 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
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
0 events,
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
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Silver Divorce Passcode: m^EUG4d9 Link works best in Chrome and best to manually input the passcode.