Events

Learn how to free up time and streamline success by offloading time-expensive loan processing to our in-house specialists. 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 11am, EST (8 am, PDT) HOW to Join the Webinar REGISTRATION: Once you

Learn how to successfully meet all seasoning and occupancy requirements for reverse mortgage borrowers, a key documentation process that underwriters review on the path to loan approval 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

Learn how to structure your loan to maximize your compensation along with reading a pricing sheet. Trainer: Sue Haviland, National Wholesale 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

This class is a closer look at the title commitment, what it entails and what is required 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

FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits.   Trainer: Barb Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 12:30 pm, EDT (9:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately

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: Jackie Stultz, Jr. Wholesale Trainer To register for the class please click

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: Jackie Stultz, Jr. Wholesale Trainer To register for the class please click here. Remember the class will be held

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,

Learn how to structure your loan to maximize your compensation along with reading a pricing sheet. Trainer: Sue Haviland, National Wholesale Trainer To register for the class please click here. Remember the class will be held at 2:30 pm, EST (11:30am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get

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

Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals. 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 (11am, PDT) HOW to Join the Webinar REGISTRATION: Once

FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits.   Trainer: Sue Haviland, National Wholesale Sales Trainer 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: Once you register, you will immediately

With rapidly appreciating home values, more and more Financial Advisors and their clients are taking a fresh look at Reverse Mortgages. Now with our powerful Illustrator tool, you will be able to show them the flexibility and options that a reverse mortgage can bring to a financial plan. The Illustrator combines interactive charts and graphs

This class is an overview of HECM for Purchase requirements from an Operations perspective. Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here Remember the class will be held at 11am, EST (8 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get

Purpose of this training is to provide basic time management principles for those involved in lead generation and sales. Time management is a process for developing a plan to manage one’s activities and to track the effectiveness of one’s plan. Utilization of a time management plan can lead to increased production in sales and lead

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

In this course you will learn how when, why on completing a Valid Change of Circumstance Worksheet for Re-Disclosures. Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here Remember the class will be held at 11am, EST (8 am, PDT) HOW to Join the Webinar REGISTRATION: Once you

Learn how to successfully meet all seasoning and occupancy requirements for reverse mortgage borrowers, a key documentation process that underwriters review on the path to loan approval Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 1 pm, EST (10 am, PDT) HOW to Join the

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:  Sue Haviland, National Sales Trainer To register for

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:  Jackie Stultz, Jr.

In this course we will cover what disclosures are and why they are necessary and when they are required. Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here Remember the class will be held at 1pm, EST (10m, PDT) HOW to Join the Webinar REGISTRATION: Once you register,

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

This training is meant to provide a roadmap to great communication regarding Retirement Mortgage Products. This course will cover communication skills, client generational differences and how to get your clients over the finish line with Retirement Mortgage Products. Trainer: Bo Higby, Sales Training Coach To register for the class please click here Remember the class