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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...
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What Advisors Should Know When a Client wants to Righsize Their Home
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 •...
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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:...
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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...
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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...
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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...
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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:...
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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...
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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 and Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW...