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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

Hey Pineapplers! We were so happy to see you at our Pineapple Awards and Launch Party, and we loved celebrating you and your achievements. Congratulations to the lucky winner of our Horizons+ Trip.
We look forward to seeing you on the beach to celebrate your hard work with your Pineapple family.

We know there is a lot of uncertainty around what the 2023 year will bring, so here at Pineapple, we want to get you as many business opportunities as possible, especially within your existing client base. On Wednesday, February 8th and Wednesday, February 15th, we will be holding our first annual Lender Speed Dating Event. This event is aimed at helping you find an additional business within your existing client base and will be done by sharing refinance/renewal lender products from all the lenders that support us here at Pineapple.

Each lender will have a table to discuss their products, and you will be able to spend 10 minutes per lender to learn more about their product. By the end of this session, you will be given an hour to network with any lender partners that have products tailored to the needs of an existing client.

  • The first event will be held on February 8th from 1:00 – 4:00 pm with our Prime Lenders.
  • The second event will be held on February 15th from 1:00 – 4:00 pm with our Alt and Private Lenders.

To help you best prepare for our Lender Speed Dating event, we will be holding workshops for both beginner and intermediate-advanced agents to help prepare you to identify opportunities within your database. A QR code was shared in our last market update, and we hope you had a chance to register! If you didn’t have a chance, don’t worry, as the registration will also be available here and in upcoming emails.

Sign up here

Workshops for beginner agents:

  • Monday, February 6th, from 10:00 am-1:00 pm
  • Monday, February 13th, from 3:00 pm – 6:00 pm.

Workshops for intermediate-advanced agents:

  • Tuesday, February 7th, from 1:00 pm to 3:00 pm
  • Tuesday, February 14th, from 1:00 pm – 3:00 pm.

Upcoming Training

Monday, January 30th, 2023: 3:00 – 6:00 pm EST: Debt Management Workshop: Jamie Slyvester – (In-person) – This week, our Pineapple counsellor, Jamie Sylvester, will be holding the second session of his workshop-style training that will teach us the purpose and benefits of debt consolidation, how to “pitch” or start conversations with referral sources and lastly, we will go through a breakdown of a client’s before and after pictures with a calculator tool.

Please note: registration was required for this event. If you are interested in attending, email Rhys@gopineapple.com to join live.

Tuesday, January 31st: 10:00 – 11:00 am EST: Lender and Vendor Partner Sessions: MCAP: Trish Medeiros – (In-person) – Join us live at head office with Trish Medeiros from MCAP. In this lender and vendor training, Trish will be discussing a wide range of topics, including tips for documentation review, a review of MCAPS basic borrower eligibility, refreshing everyone on submission comments and what should be included and lastly, she will be discussing one of their products, the safeguard solution.

Wednesday, February 1st: 11:30 am – 1:30 pm EST: Monthly MyPineapple Workshop: Rhys Musso – (In-person) – Join us live at head office with our senior trainer, Rhys Musso. This is a workshop-style training session, and it will be offered in two parts. In this session, Rhys will take us through lead management to assist you in generating more money and properly segmenting your database.

Friday, February 3rd: 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 simply looking for talking points to discuss with your clients, you will definitely want to tune in. Shubha will provide us with a rate update as well as an industry update, discussing all of the important information over the previous month.

This is a fantastic session for all agents of all levels of experience, from brand new to the industry to our more seasoned mortgage agents. Join this session to learn more!

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

Introduction to Scarlett

Recently, we released our second module in our Payroll trail. This module is titled “Introduction to Scarlett” and covers all the tools and features Scarlett offers us regarding Payroll Purposes. We will learn about the Statements tab within Scarlett, how to log into Scarlett, and how to navigate our dashboard.

Introduction to Payroll

We are excited to introduce you to our newest training trail; Payroll! By clicking on the image below, you will be directed to our new trail with its first module titled “Introduction to Payroll”. This first module provides us with an introduction to what Payroll is and an overview of what’s to come throughout our newest trail in the upcoming weeks and months.

Compliance in Ontario: Review

We released our fifth and final module in our Compliance in Ontario trail. This module is titled “Compliance in Ontario Review” and covers all the information we learned throughout the entirety of this trail. There is a quiz at the end of this module, where you can do a final assessment to test your knowledge on everything you have learned throughout this trail.

How to Submit for Compliance

Recently, we released our fourth module in our Compliance in Ontario trail. This module is titled “How to submit for compliance” and covers the steps we need to submit our deal to Compliance. We will learn how to search, access, and edit a deal, how to add notes for the payroll and compliance teams, how to download our deal documents, and lastly, we will learn how to submit our deal for compliance.

Training Recordings

Monday, January 23rd, 2023: 10:00 – 1:00 pm EST: Debt Management Workshop: Jamie Sylvester – (In-person) 

Tuesday, January 24th: 10:00 – 11:00 am EST: Lender and Vendor Partner Sessions: Equitable Bank: Rizwan Qureshi & team – (In-person)

Friday, January 27th: 10:00-11:00 am EST: Market Update: Shubha Dasgupta – (In-person)