With summer coming to an end and fall approaching quickly, we are pausing all Sales & Marketing, Deals & Underwriting, Compliance & payroll, Google Workspace, and monthly Underwriting training for August. We will resume again the week of September 5, following the labour day long weekend.
Tuesday, August 30:
10:00-11:00 am EST – Join us in this Lender Partner session, where we have Rizwan Qureshi, and Lesley Chen from Equitable Bank live at the head office! Rizwan will give a quick recap on different programs and products that Equitable Bank has for clients within this current environment. He will also explain how agents can market themselves to provide the best value to clients.
Lesley Chen, the commercial representative, will also join in on this session. Lesley will share information on the commercial products and niches offered by Equitable Bank. One of the many benefits of using Equitable Bank is the full suite of lending solutions available to assist clients. Come and join this session to learn more!
Friday, September 2:
10:00-11:00 am EST, join us at head office, where our CEO Shubha Dasgupta holds a weekly market update. What better way to end the week?! Come in and meet our CEO in person.
Check out the latest trails and modules below – click the images or headers to start learning now!
Learn about how to start managing client relationships on the go with the brand new MyPineapple mobile app, which is up and running for all Android and IOS devices. This unit will show you how to download the MyPineapple mobile app on our smartphones running on Android or IOS platforms. Follow this unit to start downloading, Pineapplers!
Learn about how to plan your daily business activities using the Activity Tab in MyPineapple for leads and deals. This module will show you four types of activities the Activity Tab can help you to plan and keep track of all the communication in your sales pipeline. There are five units in this module that go through elements of the Activity Tab; how to log a call; how to add a new event; how to add a new task; how to send an email. By using these features, you are able to always stay on top of your daily business practice as a mortgage broker. What are you waiting for, Pineappler? Start learning today!
Learn how MyPineapple automates our email routine to generate more opportunities for us. This module will teach you different options for sending emails in MyPineapple and show you various automated communications based on the lead type and stages. There are seven units in this module which go through automated timely & relevant communications; Engagement Journeys; how to send mass emails or individual emails; how to create an email signature, and how to use existing email templates. What is your current system when sending emails? Start learning to perfect your email tasks management routine.
With summer coming to an end and fall approaching quickly, we are pausing all Sales & Marketing, Deals & Underwriting, Compliance & payroll, Google Workspace, and monthly Underwriting training for the month of August. We will resume again the week of September 5th.
Tuesday, August 30: 10:00am- 11:00am EST: Lender and Vendor Partner Sessions: Equitable bank with Rizwan Qureshi and Lesley Chen.
Friday, September 2: 10:00- 11:00am EST: Market Update – Shubha Dasgupta