Pineapple Juice & Training Info

Announcements:

This Wednesday, May 11th from 10am-11am EST  join us for a special Sales & Marketing Training from one of our very own Pineapple Counsellors, Jeffrey Kioussis! Jeffrey is a seasoned, knowledgeable and passionate mortgage broker with Pineapple who will be hosting this training at head office for all of you on the topic of prospecting realtor partners.

We encourage you to come out to head office for this training if possible to meet Jeffrey and some of our other amazingly talented Pineapple Counsellors. This is a great opportunity to mingle with your Pineapple peers and head office family. We look forward to seeing you there!

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 6th  the training team launched part 2 of a new module:

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.

Underwriting Fundamentals: Document Collection (Part 1)

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!

PineappleDOS: The Application Process

Let’s put everything you’ve learned into action! This review module covers the workflow in PineappleDOS from the point of logging in to lender submission. There are 5 units in this module that go through manually entering an application, validating the application, requesting documents &  forms and submitting to a lender. By the end of this module, you’ll be able to utilize the functionalities of PineappleDOS based on your deal conditions.