RM Hive Call 1/14/2026
Accountability:
Dan - SIT (Effective Stay in Touch) System - LFTH Total Expert Shane also
Brian - mailing and contact plan for each vertical CRM Plan
Total Expert - used by Dustin and Shane
Carl - uses fun handwritten cards to engage and thank RM Clients
We talked about encouraging FA/referral partners to give us a bit more insight into if the client is Simple/Savvy so we don’t overwhelm them with what will not connect.
FAST Tracker: encouraged everyone to use it as part of the calculator suite.
Calculators: went over the ones in Development. In the Money and Sequense of Returns. Asked for feedback. Also Discussed building a very simple R4P and Basic Refi calculator for FA’s to share with clients (what is the MVP). John will get feedback to Todd.
New product from American Senior that can be a bridge between HELOC and HECM/RM. Overview is attached - Equity Select 1st and 2nd
EquitySelect-2nd-Lien-Overview-Guidelines-UPDATED-12-22-2025.pdfJohn is sharing his Reverse Mortgage Users Guide _ for family and Heirs. Feel free to adapt and share what you change.
Chris - continues to generate nice infographics addressing many RM issues - these are for you to R& D for your own usage - Thanks CHRIS!!
Reminder that when someone is short to close on a HECM and they bring funds in, show how that payment holiday is adding up and there will be liquidity replacement pretty quickly - can we add this to a calculator.