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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

We want you to enjoy your summer with family and provide you some additional time to do networking and build your business, therefore, we are going to be 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.

Our Lender and Vendor Partner session for Tuesday, August 9, 2022, has also been cancelled and will resume on Tuesday, August 16, 2022. Please take this week to do some networking or catch up on following up with any leads or deals you are working on.

Wednesday, August 10:

12:30-2:00 pm EST join us for our monthly PineappleDOS training session to refresh yourself on how to use the system, and utilize the tools you have access to such as e-sign, bank statements, CRA docs and more! This session will also provide you with an opportunity to ask any questions you may have for our wonderful DOS trainer Andrew Schultz.

Friday, August 12:

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 off the week?! Come in and meet our CEO in person.

Pineapple Juice – Releases

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 2nd

Lender and Vendor Partner Sessions: Commercial Lending- Michel Durand
Sales & Marketing: Objection Handling: Leighton Watson
Deals & Underwriting Training: Non-B20 compliant scenario with Emerson Munsayac
Market Update – Shubha Dasgupta

Training Schedule

Week of August 8th

We want you to enjoy your summer with family and provide you some additional time to do networking and build your business, therefore, we are going to be 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
Wednesday, August 10Monthly PineappleDOS Training: Andrew Schultz12:30 PM – 2:00 PM EST
Friday, August 12Market Update – Shubha Dasgupta10:00 AM – 11:00 AM EST