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Pineapple Juice & Training Info

Pineapple Juice is our very own online training platform that reinvents learning and enablement at Pineapple. Stay up-to-date on this month’s training schedule, recordings, and upcoming training!

Announcements

Hello, Pineapplers! There will be no Sales & Marketing or Deals & Underwriting training this week as we are providing you with a break week and a chance to get ready for Pineapple Xchange on Thursday. Take this 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.

We are constantly taking note of all the hard work and time that you, as agents, have dedicated to your success. Please don’t forget to take the time to complete any Pineapple Juice trails and modules for a chance to win the learning and development team wild card prize for an all-expense paid trip for you and a guest of your choice. One lucky agent will win a trip to the beautiful island of Aruba. To earn ballots and eligibility for potentially winning this fantastic prize, we encourage you to get caught up on any Pineapple Juice training that you may not have had time to complete. Don’t miss the chance to lounge around on the beautiful Aruba beaches.

The process of how to win:

1 ballot for every 5,000 Pineapple Juice points earned. Take your time to complete quizzes to the best of your ability. The more answers you get correct, the higher your chances of obtaining more ballots.

All variety of learning available: products (from tools to self-development) (1 ballot for each product). In Pineapple Juice, we segment our understanding by-products, referred to as learning categories. Each category is defined by the trail/ module badges you see. Please note: Multiple trails can fall under the same type of learning. Trails can also earn you more than 1 ballot. You will earn a ballot for each category, NOT each trail completed. For example, Pineapple Essentials has development and Sales & Marketing badges so that you can earn 2 ballots with this trail.

1 ballot for every 5 modules completed in Pineapple Juice. #ElevateYourHorizons

Upcoming Training

Tuesday, November 8th: 10:00 – 11:00 am EST: Lender and Vendor Partner Sessions: ICICI Bank: Sarah Rogge – (In-person) –  Join us live at head office to hear Sarah Rogge discuss ICICI’s Bank Policies and products, including New to Canada (insured and uninsured), how to handle bruised credit, rental income program, child tax benefits use, insured and uninsured files, paying out private mortgages. Sarah will also provide tips and tricks on qualifying a deal and structuring it for a quick approval. 

This session is tailored for agents of all levels of experience, from brand new to the industry, to our more seasoned mortgage agents, to determine what products are available for your clients. If possible, we encourage you to come to head office for this training to build a stronger relationship with Sarah Rogge.

Wednesday, November 9th: 12:30 – 2:00 pm EST: Monthly PineappleDOS Training: Andrew Schultz – (Virtual) –  Join us online for our monthly PineappleDOS training session to refresh yourself on how to use the system, utilize the tools you have access to such as e-sign, bank statements, CRS docs and more! This session will allow you to ask any questions you may have to our DOS trainer Andrew Schultz. 

Friday, November 11th: 10:00 – 11:00 am EST: Market Update: Shubha Dasgupta – (In-person) – Join us at head office, where our CEO Shubha Dasgupta will be holding a live session sharing all of his wise words of wisdom. If you are looking for market predictions for the quarter or talking points to discuss with your clients, you will want to tune in. Shubha will provide us with a rate update and an industry update, discussing the critical information over the previous month. 

Check out the latest trails and modules below – click the images or headers to start learning now!

Introduction to Scarlett

Recently, we released our third module in our Compliance in Ontario trail. This module is titled “Introduction to Scarlett” and covers the tools and features Scarlett offers us regarding Compliance and Payroll purposed. We will learn how to login to the system, how to search for a deal and how we can best utilize our TRS views once files have been submitted. 

Staying Compliant in Ontario

We released the second module in our Compliance in Ontario trail. This module is titled “Staying compliant in Ontario” and covers the Ontario audit process and reviewing the required documentation for various mortgage types, including purchase, refinance, switch/ transfer, renewal, and private mortgages. We also end the module with a unit encompassing compliance tips and common compliance mistakes to help you avoid the same mistakes.

Pineapple Juice in Review

In this final “Pineapple Juice” module, we recap all of the information that we learned throughout the entirety of this trail. You will also notice a quiz at the end to assess your knowledge and determine what you have taken out of it to use Pineapple Juice functionality to the fullest!

Compliance in Ontario

We launched a brand new trail in Pineapple Juice titled “Compliance in Ontario” Compliance is a mandatory component of running a business as a mortgage professional, and as always, Pineapple is here to support you in understanding the requirements to succeed. Check out our first module, “Introduction to Compliance,” to understand what compliance is and an overview of what’s to come throughout our newest trail in the upcoming weeks and months

Training Recordings:

Tuesday, November 1st: 10:00 – 11:00 am EST: Lender and Vendor Partner Sessions: CMI Financial Group – Travis Allinott

Wednesday, November 2nd: 10:00am – 11:00 am EST: Sales and Marketing activities: Social Media 301: Alex Guo 

Thursday, November 3rd : 10:00 am – 11:00 am EST: Deals & Underwriting Training: How to run deals in other provinces: Emerson Munsayac

Friday, November 4th: 10:00am – 11:00am EST: Market Update: Shubha Dasgupta