Conditions Processing
2020-10-19 14:00 - 15:00 (America/New_York)
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 the underwriter reviews them.
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 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!

***Friday Highlights
2020-10-16
This is a recording from a previous call that you can view at your leisure.
***Grass Roots Marketing: Reboot
Password: [REDACTED]

Microsoft Outlook: Tips and Tricks
2020-10-15 14:00 - 15:00
Take your Outlook game to the next level. This presentation demonstrates 5 time (and sanity) saving Outlook hacks, including creating email templates, using rules to auto-organize your inbox, setting up auto-replies, creating rules and suing keyboard shortcuts.
Trainer: Meagan Windler, Learning Systems Administrator and Instructional Design
To register for the class please click here.
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!

What Advisors Should Know when Rightsizing their Home
2020-10-15 14:00 - 15:00
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 to improve portfolio longevity
• How a reverse mortgage can help clients age in place and prevent portfolio liquidation
• How to relocate while protecting assets

Trainer: Phil Walker, FAR – 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!

Unlock Purchasing Power - In Reverse (A Guide for LO's)
2020-10-14 15:00 - 16:00
Market research indicates that between 2018-2030, 20% of all homes purchased will be built or bought by people 55 and older. Learn how you can position yourself to be a trusted adviser by servicing your realtor referral partners with the knowledge of the H4P product. The use of this powerful product can expand their earning potential while increasing the quality of life of their older clients.
During this time we can now deliver this class via webinar to those in states we are approved to deliver Continuing Education. This class will be for sales on how to market this class to their Realtors to attend remotely.
Trainer: Lorraine Geraci, FAR – VP of Learning and Development
To register for the class please click here.
Remember the class will be held at 3:00 pm, EST (12 pm, 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!

Submitting a Clean Loan
2020-10-13 14:00 - 15:00
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 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!

Reverse Illustrator
2020-10-13 14:00 - 15:00, 2020-09-15 14:00 - 15:00
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 Retirement Strategy Division
To register for the class please click here.
Remember the class will be held at 2:00 pm, EST (11:00 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!

**Recording
2020-10-12
This is a recording from a previous call that you can view at your leisure.
***Wholesale Processing
Password: [REDACTED]

***Friday Highlights
2020-10-09
This is a recording from a previous call that you can view at your leisure.
***Introduction to Reverse
Password: [REDACTED]

Preparing for the Rebound, CFP CE Approved
2020-10-08 14:00 - 15:00
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, FAR – 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!

Introduction to Reverse
2020-10-07 13:30 - 14:30
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: Lorraine Geraci, FAR – VP of Learning and Development
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 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!

Selling the HECM LOC Growth Feature, CRMP approved
2020-10-06 13:30 - 14:30
Explaining how the Line of Credit works can make or break the deal. Know the facts and understand that the Growth Rate is important for any Reverse Sales Professional to know.
Trainer: Dan Hultquist, VP of Organizational Development
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 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!

Introduction to Finance of America University (FAU)
2020-10-05 14:00 - 15:00
FAR’s Learning System Administrator will introduce you to Finance of America University (FAU), your go-to destination for reverse mortgage training. We’ll cover all the basics like course registration, navigating the course catalog, completing learning pathways, and answering frequently asked questions.
Trainer: Meagan Medina, Learning Systems Administrator and Instructional Design
To register for the class please click here.
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!

***Friday Highlights
2020-10-02
This is a recording from a previous call that you can view at your leisure.
***Unlock Purchasing Power – In Reverse (A Guide for LO’s)
Password: [REDACTED]

Submitting Conditions
2020-10-01 15:00 - 16:00
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 the class please click here.
Remember the class will be held at 3 pm, EST (12pm, 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!

Trusts
2020-09-30 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, 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 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!

Grass Roots Marketing: Reboot
2020-09-29 15:00 - 16:00
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: Lorraine Geraci, VP of Learning and Development
To register for the class please click here.
Remember the class will be held at 3 pm, EDT (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!

***Recording
2020-09-28
This is a recording of a previous webinar that you can list to at your leisure.
***Selling the HECM LOC Growth Feature
Password: [REDACTED]
This is a CRMP approved course but to earn credit you must attend a live class or watch it on FAU

**Friday Highlights
2020-09-25
***HECM Math: Advanced Calculations
Password: [REDACTED]

***Recording
2020-09-24
This is a recording from a previous call that you can view at your leisure.
***HECM and HomeSafe: Practical Product Use
Password: [REDACTED]

***Recording
2020-09-23
This is a recording from a previous call that you can view at your leisure.
***Submitting Conditions
Password: [REDACTED]

Financial Assessment - Overview
2020-09-22 14:00 - 17:00
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: Dan Hultquist, VP of Organizational Developement
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!

***Recording
2020-09-21
This is a recording from a previous call that you can view at your leisure.
***Empathy in Sales: Why it Matters?
Password: [REDACTED]

**Friday Highlights
2020-09-18
***Back to Basics: Going 3 Deep with Questions
Password: [REDACTED]

Funding Long Term Care and Preserving Income with Home Equity
2020-09-17 14:00 - 16:00
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 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!

Wholesale Processing
2020-09-16 12:00 - 12:30
Getting started with FAR in regards to submitting loans through ReverseVision, stacking list, and re-disclosures and submission.
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 12 pm, EST (9 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!

***Recording
2020-09-14
This is a recording from a previous call that you can view at your leisure.
***Back to Basics: Building a Rapport With your Borrower
Password: [REDACTED]

**Friday Highlights
2020-09-11
***HECM Non-Borrower
Password: [REDACTED]
This is a CRMP approved course but to earn credit you must attend a live class or watch it on FAU

What Advisors Should Know When Retirees want to Rightsize Their Home
2020-09-10 14:00 - 16:00
