This week we have some great training planned for you all! On Tuesday morning from 10am-11am EST, Suzy Fernandes-Arruda from Home Equity Bank will be in to hold an in-person session for you all, I encourage you to come into the office as those in the office may receive a prize.
Wednesday morning from 10am-11am EST our Director of Learning & Development will be holding a session on Pineapple Juice. Want to know the ins and outs of how to use our proprietary training platform?! Come on out and join us to find out how we can help you build your business through our Pineapple technology.
On Thursday morning from 10am-11am EST one of our Pineapple counsellors, Don Chen will be holding a case study with a New to Canada scenario. This is a great opportunity to learn more about New to Canada deals you may face throughout your career. This is a great way to get yourself prepared.
We encourage you to come to our head office for these sessions.
Directions to the Pineapple Head Office.
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!
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.
Learn about using the MyPineapple system right in your Pineapple Gmail account. This module will teach you about using the MyPineapple Inbox Extension, an amazing feature allowing you to integrate the two systems you use daily in your business. There are four units in this module that go through elements of the Inbox Extension, how to manage Leads and Tasks, and how to log emails and use email templates, all in our Pineapple Gmail account. If you haven’t started utilizing the Inbox Extension, start learning today!
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 July 18th
Week of July 25th
|Tuesday, July 26||Lender and Vendor Partner Sessions: Home Equity Bank – Suzy Fernandes-Arruda||10:00 AM – 11:00 AM EST|
|Tuesday, July 26||Google Workspace Training – Rhys Musso||12:00 PM – 1:00 PM EST|
|Wednesday, July 27||Sales & Marketing: Pineapple Juice with Mel Roth||10:00 AM – 11:00 AM EST|
|Thursday, July 28||Deals & Underwriting Training: New to Canada – Case Study with Don Chen||10:00 AM – 11:00 AM EST|
|Friday, July 29||Market Update – Shubha Dasgupta||10:00 AM – 11:00 AM EST|