Calendar of Events
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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.
0 events,
0 events,
1 event,
2 events,
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
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,
HECM Math 1: The Basics
HECM Math 1: The 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
3 events,
Live Link Demo
Live 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 1 pm, EST (10 am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
What Advisors Should Know When Clients Want to Rightsize
What Advisors Should Know When Clients Want 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
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. ***Introduction to Reverse for Purchase Passcode: ?iLS0mM# Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
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,
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
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
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 and Sue Haviland,
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
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
2 events,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Financial Assessment Tips Passcode: zuw11W?4 Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
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)
2 events,
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
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,
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 12 pm, EDT (9 am, PDT) HOW to Join the Webinar REGISTRATION:
3 events,
Using Home Equity for Clients Over 60 During a Divorce
Using Home Equity for Clients Over 60 During a 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 2pm, EST (11 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
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 to register Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION:
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: U^j&NQ=0 Link works best in Chrome and best to manually input the passcode. This is a CRMP approved course but in order to earn credit you must take the course live or
0 events,
0 events,
2 events,
HECM Non-Borrowing Spouse
HECM Non-Borrowing Spouse
The basics of the Non-Borrowing Spouse guidelines as well as some HomeSafe® NBS policies Trainer: Jessica Rankins, AVP of 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 register, you will
ReverseVision Demonstration
ReverseVision Demonstration
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
1 event,
In Home Care
In Home Care
This class is a guide to partnering with Home Care Agencies using grass roots marketing efforts. Trainer: Susan Haviland, National Wholesale Sales Trainer To register for the class please Click here to register Remember the class will be held at 1 pm, EST (10 pm, PST) HOW to Join the Webinar REGISTRATION: Once you
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: Jessica Rankins, AVP of Training and Process Management To register for the class please click here.
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 to register Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION:
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Marketing and Ethics Passcode: =ri683LD Link works best in Chrome and best to manually input the passcode. This is a CRMP approved course but in order to earn credit you must take the course live or on FAU