QuantumReverse Proposal Basics - On Demand
2024-12-02
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*QuantumReverse Proposal Basics – Click here
No password required.

New to Reverse Master Marketing Class
2024-12-03 13:00 - 14:00 (America/New_York)
You will learn how to find leads in your database and create some customizable marketing materials
Trainer: Ryan Schmidt and Meg Murray
To register for the class please click here
Remember the class will be held at 1 pm, EST (10 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code

You’re now in the class! We’re looking forward to it!

HECM Non-Borrowing Spouse and Non-Borrowing Owner
2024-12-04 14:00 - 14:30
The basics of the Non-Borrowing Spouse guidelines as well as some Non-Borrowing Owner guidelines.
Trainer: Jessica Rankins, VP of 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 a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
AUDIO:

TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

QuantumReverse Application Basics - On Demand
2024-12-05
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*QuantumReverse Application Basics – Click here
No password required.

QuantumReverse Basic Input for Financial Assessment - On Demand
2024-12-06
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*QuantumReverse Basic input for Financial Assessment – Click here
No password required.

ReverseVision Loan Comparison - On Demand
2024-12-09
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*ReverseVision Loan Comparison – Click here
No password required.

Funds to Close
2024-12-10 14:00 - 14:30
If you have to bring funds to closing what are acceptable funds?
Trainer: Jessica Rankins, FOA’s VP 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 a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Financial Planning Concepts and the Reverse Illustrator
2024-12-11 14:00 - 15:00
Learn how to drive sales with prospects that like to plan with our powerful calculator that models the benefits of a reverse mortgage in specific client scenarios
Trainer: Steve Resch, FOA – VP of Retirement Strategy Division
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 a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Advanced Retirement Planning with Home Equity, CFP CE
2024-12-12 14:00 - 15:00
Retirement planning has traditionally excluded home equity; however, with seniors controlling over $14 Trillion in housing wealth and planning for 20 years or more in retirement, now may be the time to consider how home equity can be a key component of a retirement plan.
In this webinar for financial advisors, you will learn:
• What a reverse mortgage is, including products, eligibility, misconceptions, and consumer safeguards.
• How home equity can be used to supplement household cash flow, eliminate a monthly mortgage payment*, manage long-term risks, and pay taxes on Roth Conversions.
• Client profiles where a reverse mortgage loan can safeguard a retirement while providing generational wealth transfer and other legacy opportunities.
This class is eligible for one Certified Financial Planner CE Credit.
Webinar is free, earn CE credits with a $8 processing fee.
Duration: 1 hour
Trainer: Stephen Resch, FOA – VP of Retirement Strategies
To register for the class please click here.
Remember the class will be held at 2 pm, EST (11 am, PST)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Boosting Your Reverse Mortgage Leads: Proven Strategies for Growing Your Pipeline
2024-12-12 15:00 - 16:00
Learn about how you can maximize your reverse mortgage lead generation.
Trainers: Ryan Schmidt and Barbara Cripple
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 confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

ReverseVision Loan Proceeds Option - On Demand
2024-12-13
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*ReverseVision Loan Proceeds Options – Click here
No password required.

In-House Processing
2024-12-16 14:30 - 15:00
FOA 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, FOA’s VP Training and Process Management
To register for the class please click here.
Remember the class will be held at 2:30 pm, EST (11:30 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Home Equity Solutions for Divorced & Widowed Women, CFP CE
2024-12-17 14:00 - 15:00
Divorced and widowed women may face unique challenges, such as a reduction in income or the need to relocate or buy out an ex-spouse. For those with substantial home equity, a reverse mortgage loan can be used to manage those challenges.
Home equity can serve as an alternative source of cash or assist with long-term care risks. The reverse-for-purchase loan can even help a client purchase a new home with no required monthly mortgage payment*.
Duration: 1 hour
Trainer: Gabrielle Gregoline, Retirement Strategies Manager
To register for the class please click here.
Remember the class will be held at 2 pm, EST (11 am, PST)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Understanding Trusts
2024-12-18 14:00 - 14:30
Did you know that you can close your loan in a Trust? This class will go over the qualifications of Trust Agreements.
Trainer: Jessica Rankins, FOA’s VP Training and Process Management
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 a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Mastering Meaningful Conversations for Better Deals
2024-12-19 14:00 - 15:00
This class title emphasizes the value of fostering strong client relationships through effective communication. It suggests that learning to engage clients on a deeper level can lead to mutually beneficial deals, positioning loan officers as trusted advisors who help clients fully understand the long-term benefits of reverse mortgages.
Trainer: Barbara Cripple, National Wholesale Sales Trainer
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: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
AUDIO:

TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

HomeSafe Guidelines Overview - On Demand
2024-12-20
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*HomeSafe Guidelines Overview – Click here
No password required.

Scheduling a Closing via Outlook - On Demand
2024-12-23
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*Schedule a Closing via Outlook – Click here
No password required.

Principal Limit Lock - On Demand
2024-12-24
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*Principal Limit Lock – Click here
No password required.

FOA Offices Closed
2024-12-25
FOA Offices are closed in observance of the Christmas Holiday.

Submitting a Clean Loan - On Demand
2024-12-26
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*Submitting a Clean Loan- Click here
No password required.

Introduction to Reverse - On Demand
2024-12-27
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*Introduction to Reverse- Click here
No password required.

Product Options Overview - On Demand
2024-12-30
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*Product Options Overview – Click here
No password required.

Guardianship or Conservator - On Demand
2024-12-31
Thank you for spending some time with us this week. Take a look at FOA’s featured recording that you can access on demand.
*Guardianship or Conservator – Click here
No password required.
