The only training that will take place this week is our Friday morning Market Update with Shubha Dasgupta from 10:00 am-11:00 am EST.
With summer coming to an end and fall approaching quickly, we would like to provide you with some materials to review in order to assist with the Q4 market.
Did you know that 67% of mortgages will restructure during the term?! What a great time to target your existing database! Why not start getting prepared now? Watch the below training videos to help set you up for success and close more deals!
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 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.
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 15th:
Tuesday, August 16: 10:00am- 11:00am EST: Lender and Vendor Partner Sessions: Jennifer Tam: Cartel & Bui
Friday, August 19: 10:00am- 11:00am EST: Market Update – Shubha Dasgupta
The only training that will take place this week is our Friday morning Market Update with Shubha Dasgupta from 10:00am-11:00am EST.
Friday, August 26: 10:00- 11:00am EST: Market Update – Shubha Dasgupta