On Tuesday, June 21nd, from 10:00 – 11:00 AM EST, we’ll be hosting Angela Lattuca from EQ Bank for a live training session on their Reverse Mortgage Program.
If you have questions regarding Reverse Mortgages that you wish you could get answered, now is the time! Come into the office on June 21nd to learn and ask the experts!
There will be no Sales & Marketing or Deals & Underwriting training this week. Please take this week to complete your tasks from last weeks sessions by segmenting out your leads database.
Refer to the recording from last week for a refresher on what and how to do this.
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!
On Friday, June 3rd the training team launched the final module in the Pineapple Essentials Trail: Pineapple Essentials in review!
Are you becoming more confident with the systems, strategies and tools offered at Pineapple? With these skills and knowledge, you are definitely on the right track in building your business plan. In this final module, we have created a mortgage terminology reference list to support your daily practice and learning as a mortgage broker that you can refer back to at any time throughout your career. We will also review what we have learned in this trail from lead generation, Pineapple’s smart systems to foundational underwriting knowledge. Upon gaining all the badges for this trail, you are fully equipped with the solid core mortgage skillset to step up to the next level for the PMAQ training program and to advance your career.
This is Part 3 of the Employment & Income Documents module that was previously launched. In addition to the already knowledgeable content you have in this module, we have added new units that focus on employment and income documents for BFS (Business for Self) clients including sole proprietorship, partnership, incorporation, and rental income. For each type of documentation, we’ll review the requirements for validity, the best practices for obtaining them and when to submit these documents. By the end of this module, you’ll be able to prepare employment and income documentation for the deal you’re working on for any income type you may come across!
Having a holistic understanding of your client’s mortgage profile will help you determine which type of deal your clients will qualify for. In this module, we will learn A & B deal types, examine the qualifications for each type, and review a case study together. By the end of this module, you will be able to assess a mortgage application and classify the deal based on your client’s mortgage profile.
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 June 6th
Lender and Vendor Partner Sessions: Reliable Appraisal – Rachel Wong on Fraud
Sales & Marketing: Buyer Segmentation in MyPineapple – Mel Roth
Deals & Underwriting Training: Exceptions (the importance of leads and client management) – Emerson Munsayac
Market Update: Friday June 10, 2022 – Shubha Dasgupta
Week of June 13th
|Tuesday, June 14||Lender and Vendor Partner Sessions: Westboro Mortgage- Darren Campbell||10:00 am – 11:00 am EST|
|Wednesday, June 15||Pineapple Underwriting Training: How Underwriting can Help your Business||12:30 pm – 1:00 pm EST|
|Friday, June 9||Market Update: Friday June 17, 2022 – Shubha Dasgupta||10:00 am – 11:00 am EST|