HECM Tool Plus

Application

and Program Details

23
Days
:
 
05
Hours
:
 
36
Minutes
:
 
43
Seconds

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Until HECM Tool Plus Starts

     Program Outline

  • Program Length: 4 Weeks of training
  • Commitment: 6-month HECM Tool subscription ($97/month)
  • Capacity: Limited to 50 loan officers accepted
  • Outcome: Get your first reverse mortgage funded with Smartfi
  • Start Day: June 9th, 2025

🗓 4-Week Training Modules


Week 1: Reverse Goldmine – Market to Your Sphere & Past Clients

  • How to audit your database for reverse-ready borrowers
  • Plug-and-play call, text & email scripts
  • Use the HECM Tool to visualize the opportunity instantly

Week 2: Presentation & Conversion Secrets

  • Proven framework to explain reverse in 10 minutes or less, including HECM and Smartfi Choice Fixed products
  • Screen-recorded HECM Tool demos that close for you
  • How to handle common objections and buying signals

Week 3: Referral Partner Strategies

  • Attract 3 top referral partners in 30 days
  • Scripts + positioning for realtors, advisors, builders, and attorneys
  • Show them how the Tool makes you their “go-to” reverse expert

Week 4: Consumer Direct Lead Generation

  • Use Facebook, direct mail & organic posts to get in front of 62+
  • Ad & postcard templates provided
  • How to scale once your first reverse is closed

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