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Pineapple Juice & Training Info

Pineapple Juice is our very own online training platform that reinvents learning and enablement at Pineapple. Stay up-to-date on this month’s training schedule, recordings, and upcoming training!

Announcements

Please be advised that 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 16:

10:00-11 am EST –  Join us in this Lender and Vendor session, where we have Jennifer Tam, Lawyer at Cartel & Bui, here to discuss how agents can protect themselves in a precarious market and possible solutions for recurring issues that are arising in the industry. She will explain what is causing more deals to fall apart and the role appraisal values have. Jennifer will also highlight how agents can protect themselves from possible litigation, ways to close the gap on the shortfall in a purchase transaction, and best practices to ensure deals go smoothly. 

This is all extremely valuable information that you won’t want to miss. I highly recommend coming in-person for this session (if you are able to) as lawyer relationships are important for your success as a Mortgage Agent and what better way to build them than meeting one of our trusted vendor partners here at our head office!

Tuesday, August 16:

12:30-2:00 pm EST – Join us for our bi-weekly MyPineapple training where our Training Coordinator Rhys Musso will be holding a live training session on Lead Lists. She will discuss how segmenting your leads by lead type, stage or any other lead field can help you to stay organized and save time which will in-turn increase productivity within your business.

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!

MyPineapple App

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!

Activity Tab

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!

Sending Emails & Email Automation

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 types of 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.

Training Recordings

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 August 8th
Market Update – Shubha Dasgupta

Training Schedule

Week of August 15th

Please be advised that 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.

DateTopicTime
Tuesday, August 16Lender and Vendor Partner Sessions: Cartel & Bui with Jennifer Tam10:00 AM- 11:00 AM EST
Tuesday, August 16MyPineapple: Leads List with Rhys Musso12:30 PM- 1:00 PM EST
Friday, August 19Market Update – Shubha Dasgupta10:00 AM – 11:00 AM EST