Calendar of Events
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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
0 events,
0 events,
1 event,
**Recording
This is a recording from a previous call that you can view at your leisure. **Product Options Password: 3S+tm*V!
1 event,
**Recording
This is a recording from a previous call that you can view at your leisure. **HECM Math 1: The Basics Password: L%d7GS5C
1 event,
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
2 events,
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
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. ***Ask the Trainer! Passcode: $2xyRfKG Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
1 event,
In-House Processing
In-House Processing
FAR is pleased to offer our valued partners the option of In-House Processing. We are offering this service (for a nominal fee) as an additional tool to enable our partners to streamline their business. Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will
1 event,
HomeSafe® Overview
HomeSafe® Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Sue Haviland, National Wholesale Trainer and Barb Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 1 pm, EDT (10 am, PDT) HOW to Join the Webinar REGISTRATION:
1 event,
**Recording
This is a recording from a previous call that you can view at your leisure. **Introduction to Reverse for Purchase Password: ?iLS0mM#
2 events,
Preparing for the Rebound, CFP CE Approved
Preparing for the Rebound, CFP CE Approved
Free Webinar: An impactful study published in the Journal of Financial Planning has led to a new sequence of returns withdrawal strategy that will help preserve and grow your client’s retirement assets…even if they are taking systematic income distributions. Offering 2 CE Credits for CFPs (for financial professionals only) Duration: 1 hour Trainer: Phil Walker,
Total Expert Workshop
Total Expert Workshop
Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please Click here to register Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION:
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Reverse for Purchase Passcode: J+$uvQ8# 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
0 events,
0 events,
1 event,
Financial Safeguards for Older Adults, CRMP Approved
Financial Safeguards for Older Adults, CRMP Approved
Strategies for recognizing fraud and keeping Older Adults safe from financial predators and abuse. Trainer: Lorraine Geraci, VP of Learning and Development Click here to register Remember the class will be held at 1 pm, EST (10am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that
2 events,
Insights into Understanding Our Aging Population, CRMP Approved
Insights into Understanding Our Aging Population, CRMP Approved
Join us to learn about the Reverse Mortgage industry facts, demographics, statistics and information to make you more effective in your market. This is a CRMP approved course and you can earn 1 CRMP CE credit. Trainer: Susan Haviland, National Sales Trainer and Barbara Cripple, Retail Sales Trainer To register for the class please click here.
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,
ReverseVision Demo
ReverseVision Demo
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,
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
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. ***HomeSafe Overview Passcode: Hi0Tm=*# Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
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
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
Using the Reverse Illustrator with Financial Advisors
Using the 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
1 event,
Financial Assessment – Extenuating Circumstances, CRMP Approved
Financial Assessment – Extenuating Circumstances, CRMP Approved
What happens when a borrower's credit history does not meet the HUDS's Financial Assessment criteria? Can the lender consider any extenuating circumstances that le to the issues? Trainer: Susan Haviland, National Sales Trainer and Barb Cripple, Retail Sales Trainer To register for the class please click here. Remember the class will be held at 1
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 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. ***Silver Divorce Passcode: m^EUG4d9 Link works best in Chrome and best to manually input the passcode.