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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! As the year ends and we begin to prepare for 2023, we would like all your feedback and help to plan our curriculum. Please take a few moments to fill out our end-of-year training survey. Click here to get started!

Remember, this is the last week of training except for the Lender Partner training, which will take place virtually on Tuesday, December 6th; what a perfect way to end our year together.

Thank you for taking the time to provide your feedback and being a part of the change.

Don’t forget about the Pineapple Juice wild card award! Your time is running out; get learning today because this will end on December 31st. 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 on 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 learning 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 category 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 badges 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 

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

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.

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

Upcoming Training

Tuesday, December 6th: 10:00 – 11:00 am EST: Lender and Vendor Partner Sessions: New Haven: Lauren Chappel & Ethan Vyner – (Virtual) – Join us online to hear our excellent lender partners, Lauren and Ethan from New Haven, as they discuss their products and guidelines and provide their solutions that can help you and your clients close more deals.

Tuesday, December 6th: 1:30 pm – 3:30 pm EST: Appointment Schedule & Lead List: Rhys Musso – (In-person) – Join us live at head office with Rhys Musso, where she will be holding a workshop to go over setting up the appointment scheduler and how you can link this to your website so that your clients can seamlessly book time with you. Once this has been completed, Rhys will also take you through how to create lead lists to help you segment your data.

This is a working session, so please be prepared with your computer and be ready to follow along. To ensure that all items are set up successfully, please be ready and willing to participate in the workshop.

Please note, you must register for this workshop. If you would like to RSVP, please respond back to Rhys directly, and she will add you to the calendar invite rhys@gopineapple.com

Training Recordings:

Wednesday, November 30th: 10:00 – 11:00 am EST: Sales and Marketing activities: How to use Pineapple Technology in your Business Plan: Graham Greenwood – (In-person)

Friday, December 2nd: 10:00 – 11:00 am EST: Market Update: Shubha Dasgupta – (In-person)