Training Department Announcements
There will be a very important announcement taking place during this Friday’s Market Update held from 10:00 am-11:00 am EST on April 22nd. As we have hit maximum capacity for our virtual meetings, we highly encourage you to attend our Market Update in person. This provides a phenomenal opportunity to meet our CEO, Shubha Dasgupta, and get a front-row seat to our big news while ensuring you do not miss out on the Market Update live.
Looking for our office address and directions? Click here to access this information.
Pineapple Juice – How does it work?
Pineapple Juice creates customized learning journeys for our agents through “trails”. Within each “trail”, the content is broken down into “modules” and then again into bite-sized “units”. For example, the “MyPineapple” trail has a “Leads” module and a “Lead Types and Stages” unit.
But that’s not all! The more you use the system, the more points you will earn that can be redeemed for rewards – stay tuned for more information!
Check out the latest trails and modules below – click the images or headers to start learning now!
Thursday, April 14th the training team launched a new module:
Understanding how to assess your clients’ income is at the core of every successful mortgage. These modules explore different types of income, how to identify, and how to verify each income type. There are 7 units in this module that break down the various income types like salary, hourly, business for self (BFS), commission, and more. By the end of this module, you’ll be able to assess your client based on the type of income they receive.
Friday, April 1st the training team launched another new module:
Referrals are the most crucial component of a successful inbound sales strategy. In this module, you will learn how to quickly build a sales pipeline by targeting the number one source of leads – referrals. There are 4 units in this module to show you how to build a system for referral-based marketing by creating a plan, scheduling, and tracking your progress. By the end of the module, you will be able to use the tools Pineapple provides to sustain your referral relations and generate more leads.
Thursday, March 31st the training team launched 1 new module and 1 updated module:
The PineappleDOS team has released an update to the login process which requires you to use two-factor authentication when logging into PineappleDOS. This update provides an extra layer of security and re-confirms your identity. Check out the How to Log In unit to learn about setting up for this update.
Want to stay organized with all the documents and forms you receive from your clients? Learn how PineappleDOS can help you generate all the documents you need to close your deals. There are three units in this module to show you how to generate documents, how to send documents and how to send a document package for e-signature. By the end of this module, you will be amazed by how much time these tricks can save you and keep you organized.
Missed last week’s training or want to review it again? Check out the links below to access last week’s recorded training!
Week of April 11th
Lender and Vendor Partner Sessions: Strive Capital – Chris Woodhouse
Sales & Marketing Activities: How to Deal with Rate-Sensitive Clients: Shubha Dasgupta
Deals & Underwriting Training: Rate Buy Downs: Emerson Munsayac
Week of April 18th
|Tuesday, April 19||Lender and Vendor Partner Sessions: Prompt Financial – Mike Hall||10:00 am-11:00 am EST|
|Tuesday, April 19||MyPineapple Training: Reports – Rhys Musso||12:30pm – 1:00pm EST|
|Wednesday, April 20||Sales & Marketing Activities: How to Build a Pipeline: Investors – Shubha Dasgupta||10:00 am-11:00 am EST|
|Wednesday, April 20||Pineapple Underwriting Training: How Underwriting can Help your Business – Emerson Munsayac||12:30pm – 1:00pm EST|
|Thursday, April 21||Deals & Underwriting Training: Debt Consolidation: HELOC – Emerson Munsayac||10:00am – 11:00am EST|
|Friday, April 22||Market Update: Friday, April 22, 2022 – Shubha Dasgupta||10:00am – 11:00am EST|