Pineapple Core Training
The time has arrived, and it is finally LIVE! Join us on Wednesday, May 18th, from 10:00 am-11:00 am to get training with our Learning & Development Manager, Mel Roth, on the BRAND NEW launch of Pineapple Core. Pineapple Core is where you can find all of your essentials in one place and provides you with all of the tools you need for your business.
We will be hosting this virtually and in person. Come join us at head office to get hands-on guidance going through your own customized Pineapple Core portal with our Pineapple Training team! Not sure how to get to the office? We’ve got you covered. Click here to access directions to the office.
This week there will be no Sales & Marketing Training, Deals & Underwriting Training or Market Update. Take the week to catch up on your business and don’t forget, you can always navigate over to the Training list in knowledge to review any of our past training sessions.
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!
Friday, May 13th the training team launched a new module:
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.
Last week, we released part 1 of documentation for employment & income. In this module, we’ll explore documentation part 2 covering confirmation of down payment, agreement of purchase & sale and other miscellaneous documentation. For each type of document, we’ll review the requirements for validity, the best practices for obtaining them and when to submit them. By the end of this module, you’ll be able to prepare documentation for the deal you’re working on for compliance and lenders’ guidelines.
This module is going to be released in 2 parts. In this release, we’ll explore documentation for employment & income including job letters, pay stubs, T4s and T4-As. For each type of documentation, we’ll review the requirements for validity, the best practices for obtaining them and when to submit these documents. Part two of this release will be coming out next week so stay tuned for more valuable information on document collection!
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 May 9th
Lender and Vendor Partner Sessions: Fraction Mortgage- Kerri Nelligan
Sales & Marketing Activities: Prospecting Realtors – Jeffrey Kioussis
Deals & Underwriting Training: Overseas Money – Emerson Munsayac
Market Update: Friday, May 13, 2022
Week of May 9th
|Tuesday, May 17||Lender and Vendor Partner Sessions: HomeTrust – John DeCastro||10:00 am-11:00 am EST|
|Tuesday, May 17||MyPineapple Q&A Session – Mel Roth||12:30 pm – 1:00 pm EST|
|Wednesday, May 18||NEW Pineapple Core Training – Mel Roth||10:00 am-11:00 am EST|