HECM Tool Plus Expectations and Orientation Call

Support Files for this Module - Please note: Download the files to your computer before modifying them.

1. Presentation Slide Deck

🔍 Summary

Set the foundation for the HECM Tool Plus program, emphasizing that presentation drives conversion and that the HECM Tool simplifies complexity into clarity. You’re encouraged to stop trying to sell a "product" and start offering solutions that are visual, calm, and confidence-building — especially to referral partners like Financial Advisors, Real Estate Agents, Builders, and Credit Unions.

You’ll also see how this program is designed for committed loan officers who are ready to put in the work, leverage visuals, and consistently close more reverse mortgage loans.

✅ Action Items & Homework

1. Activate Your HECM Tool Subscription

• Look for the activation email and follow the steps.
• Please ensure your subscription is active by Friday, June 13.

2. Accept Calendar Invites for All Sessions

• Weekly trainings are every Monday at 10 AM PT / 1 PM ET.

3. Watch Foundational Videos (Especially if You’re New)

• Intro to Reverse Mortgages
• How to Price a Loan with SmartFi

4. Email Your Commitment

• Email tane@hecmtoolbox.com or type “I’m in” in the training chat.

5. Understand the Vision

• Use the HECM Tool to simplify your conversations and show value visually.

• Focus on solution-first selling using 1-on-1 presentations, Lunch & Learns, and short videos.

  Prepare to use scenarios that target:

  • Financial Advisors (e.g., sequence of returns, AUM protection)
  • Real Estate Agents/Builders (e.g., H4P, listing/sale opportunities)
  • Banks & Credit Unions (e.g., HELOC resets, conventional turndowns)

🔁 Final Thought:

“Simple scales. Fancy fails. The HECM Tool gives your prospects a powerful calm.”

Let me know if you'd like a 1-page PDF version of this summary to include in your participant welcome packet.