Document Category: Training
| Title | Categories | Link | Tags |
|---|---|---|---|
| 4th Quarter 2026 Training Calendar | Training Calendar | ||
| All Deals Are Not Created Equal | Recorded Training | ||
| Appraisal Review | Recorded Training | ||
| Appraisal Review | Recorded Training | ||
| Express Train – Calculating Loan Growth | Express Train | calculate, grow, growth | |
| Express Train – Calculating Residual Income | Express Train | cash flow, FA, Financial Assessment, income, Residual, RI | |
| Express Train – Debunking Reverse Mortgage Myths | Express Train | myths | |
| Express Train – Due and Payable Events | Express Train | D&P, Due and Payable, maturity | |
| Express Train – E-Sign in Quantum Reverse | Express Train | E-Sign | |
| Express Train – Eligible vs. Ineligible NBS | Express Train | eligible, ineligible, NBS, non- borrower | |
| Express Train – Expected and Initial Rates | Express Train | ER, Expected, Intial, IR, rates | |
| Express Train – HECM History | Express Train | ||
| Express Train – HECM Product Comparison | Express Train | Compare, Comparison, HECM, product | |
| Express Train – Initial Disbursement Limits (IDL) | Express Train | ||
| Express Train – Interested Party Contributions in Quantum Reverse | Express Train | concessions, IPC, Quantum | |
| Express Train – Letters of Explanation | Express Train | letter, LOE, LOEs | |
| Express Train – Making Prepayments on HECM ARMs | Express Train | payments, prepayments, prepays | |
| Express Train – QR Tips and Tricks | Express Train | QR, tips, tricks | |
| Express Train – Quantum Reverse’s Loan Simulator | Express Train | ||
| Express Train – Reading a Credit Report | Express Train | credit, report | |
| Express Train – Reading a Rate Sheet | Express Train | ||
| Express Train – Where does it say that? – Loan Agreement | Express Train | ||
| Express Train – Who Must be Counseled? | Express Train | counseled, counseling | |
| Getting the Deals to Work | Recorded Training | ||
| HECM Fixed vs. Secure Equity Plus | Job Aids, Job Aids | ||
| HECM LOC vs HELOC Comparison – Paying the Interest | Job Aids | ||
| HECM Math | Recorded Training | ||
| Let’s Grow This: Events – Grow Your Market Presence Without Cold Calling | Presentations, Training | ||
| Let’s Grow This: Meta (Facebook) For Business | Presentations | ||
| Let’s Grow This: Direct Mail (Passcode: ytR*1T+=) | Presentations, Training | ||
| Let’s Grow This: Direct Mail PPT | Presentations, Training | ||
| Let’s Grow This: Events (Passcode: G^c8CPa0) | Presentations, Training | ||
| Let’s Grow This: Facebook (Meta) Marketing | Presentations, Training | ||
| Let’s Grow This: Introducing SecureEquity – Unlock Larger Loan Opportunities & Win More High-Value Clients | Presentations, Training | ||
| Let’s Grow This: Leveraging the Mutual of Omaha Brand (Passcode: 1A6ybG.Q) | Presentations, Training | ||
| Let’s Grow This: Leveraging the Mutual of Omaha Brand to Close More Deals | Presentations, Training | ||
| Let’s Grow This: Mastering Objections Flyer | Presentations, Training | ||
| Let’s Grow This: Online Rep (Passcode: rz4C&14W) | Presentations, Training | ||
| Let’s Grow This: Online Reputation PPT | Presentations, Training | ||
| Let’s Grow This: Opening Doors with Financial Advisors – Proven strategies to start meaningful conversations | Presentations, Training | ||
| Let’s Grow This: Opening Doors with Financial Advisors (Passcode: FL3h1Q9=) | Presentations, Training | ||
| Let’s Grow This: Property & Title Data (Passcode: Vc6%3Kn8) | Presentations, Training | ||
| Let’s Grow This: Purchase (Passcode: SifL=$W3) | Presentations, Training | ||
| Let’s Grow This: Purchase PPT_06032026 | Presentations, Training | ||
| Let’s Grow This: SecureEquity – (Passcode: &b6LW30Z) | Presentations, Training | ||
| Let’s Grow This: SecureEquity (Passcode: 2?56VG=H) | Presentations, Training | ||
| Let’s Grow This: SecureEquity PPT | Presentations, Training | ||
| Let’s Grow This: Understanding Property & Title Data | Presentations, Training | ||
| Let’s Grow This: #1 Risk Financial Advisors (Passcode: nbhJF&A3) | Presentations, Training | ||
| Let’s Grow This: #1 Risk Financial Advisors PPT | Presentations, Training | ||
| Let’s Grow This: Email Marketing PPT | Presentations, Training | ||
| Let’s Grow This: Email Mktg (Passcode: N0F.J&HC) | Presentations, Training | ||
| Let’s Grow This: Events (Consumer) Mailer | Presentations, Training | ||
| Let’s Grow This: Events (Consumer) PPT Pres | Presentations, Training | ||
| Let’s Grow This: Events Checklist | Presentations, Training | ||
| Let’s Grow This: Events Lead Slip (Consumer) Form | Presentations, Training | ||
| Let’s Grow This: Facebook – (Passcode: M?*6x8ST) | Presentations, Training | ||
| Let’s Grow This: LinkedIn (Passcode: FS5^3@%F) | Presentations, Training | ||
| Let’s Grow This: LinkedIn PPT | Presentations, Training | ||
| Let’s Grow This: Objections (Passcode: 4m2d+H%E) | Presentations, Training | ||
| Let’s Grow This: Objections PPT | Presentations, Training | ||
| Let’s Grow This: Present to FPs (Passcode: U@Z5s52K) | Presentations, Training | ||
| Let’s Grow This: Present to FPs PPT | Presentations, Training | ||
| Let’s Grow This: TPO FRWD (Passcode: =15.&Q#s) | Presentations, Training | ||
| Let’s Grow This: TPO FRWD PPT | Presentations, Training | ||
| Life Expectancy Set Asides (LESA) | Recorded Training | ||
| Lines of Credit and Prepayments | Recorded Training | ||
| Marketing Quick Start Flyer | Presentations, Training | ||
| No Problems Only Solutions | Recorded Training | ||
| Non-Borrowers | Recorded Training | ||
| Quantum Basics | Recorded Training | ||
| Quantum Reverse Videos – Part 2 Creating a New Loan | Quantum Reverse, Quantum Reverse Videos, Videos | ||
| Quantum Reverse Videos – Part 3 Loan Details | Quantum Reverse, Quantum Reverse Videos, Videos | ||
| Quantum Reverse Videos – Part 4 The Fees Screen | Quantum Reverse, Quantum Reverse Videos, Videos | ||
| Quantum Reverse Videos – Part 5 The Comparison Screen | Quantum Reverse, Quantum Reverse Videos, Videos | ||
| Quantum Reverse Videos – Part 6 Borrower and Context Screens | Quantum Reverse, Quantum Reverse Videos, Videos | ||
| Quantum Reverse Videos – Part 7 The Property Screen | LOS Resources, Quantum Reverse, Quantum Reverse Videos, Videos | ||
| Quantum Reverse Videos – Part 8 FA Summary and Income | Quantum Reverse, Quantum Reverse Videos, Videos | ||
| Quantum Reverse Videos – Part 8A – FA Expenses | Quantum Reverse, Quantum Reverse Videos, Videos | ||
| Quantum Reverse Videos – Part 9 REO | Quantum Reverse, Quantum Reverse Videos, Videos | ||
| Reverse Mortgage Acronyms | Job Aids | dictionary, terminology, terms | |
| Reverse Mortgage Basics | Recorded Training | ||
| Reverse Mortgage Servicing | Recorded Training | ||
| Reverse Mortgage Terminology | Job Aids | jargon, terminology, terms | |
| Reverse Mortgages for Newcomers | Recorded Training | ||
| Reverse Purchase Part I | Recorded Training | ||
| Reverse Purchase Part II | Recorded Training | ||
| Reverse Purchase Part III | Recorded Training | ||
| Reverse Refinances | Recorded Training | ||
| RM Presentation for Brokers | Presentations, Training | ||
| SecureEquity Training Video – Recorded June 2026 | Training, Videos | ||
| Social Security Benefits Job Aid | Job Aids, Training | ||
| Using the New Marketing Portal | Marketing, Videos | ||
| What Your Settlement Agent Needs to Know – Updated February 2026 | Job Aids | close, Closing, Settlement, Title | |
| Who’s Who in Reverse Mortgages | Job Aids | borrowers, counseling, names, NBS, participants, Title |