Pineapple Juice & Training Info

Announcements:

This Thursday, June 2nd our VP of Service and Operations, Emerson Munsayac will be holding an in-person workshop from 10-11am on How to Properly Read the Pineapple Rate Sheet! Come out to head office and learn live with Emerson and the Underwriting team. This is a phenomenal opportunity to ask questions live to our Underwriting team and get a chance to meet the experts in person!

The session begins at 10 am sharp so allow yourself extra time to get to the office.
Since you are here anyways, stay here for the day and work in our office space. We have coffee, tea, and of course wifi at your disposal.

Looking for directions? Access directions to the 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!

On Friday, May 27th the training team launched a new Underwriting module:

Employment & Income Documents (Part 3)

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!

Underwriting Fundamentals: A&B Deals

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.

Underwriting Fundamentals:  Employment & Income Documents (Part 2)

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.